Private Wealth Director

Northern Trust; San Diego (CA); On-site; USD 236,555 - 414,115; Full time

Benefits offered by this job

Comprehensive benefits package

Discretionary bonus program

401k and pension

Job summary

Northern Trust seeks an experienced Wealth Management professional in San Diego, CA. The ideal candidate will cultivate and manage deep client relationships, develop tailored financial strategies, and improve client experiences using digital solutions. Applicants should have 10-15 years of significant industry experience with a background in relationship and portfolio management. A degree in a relevant field is required, alongside certificates like CFP, CPA, or CFA. The salary range is $236,555 - $414,115, with a generous benefits package including retirement and health benefits.

Qualifications

• 10 - 15 years of experience in relationship management and portfolio management.
• Ability to work across multiple disciplines and synthesize complex information.
• Exceptional interpersonal, verbal, written, and presentation skills.

Responsibilities

• Cultivate and manage relationships with clients and act as a central point of contact.
• Develop tailored meeting agendas and presentations with proactive, targeted advice.
• Orchestrate specialists to provide holistic financial services.

Skills

Wealth Management principles

Communication skills

Relationship management

Emotional intelligence

Influencing and negotiating skills

Education

Degree in Business Administration, Finance, or Economics

MBA or Post-Graduate Degree

CFP, CPA, CFA, CTFA, CFM certificates

Tools

Series 7 and 63

Job description

About Company

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Responsibilities

• Cultivates and manages deep, long-term relationships with clients, serving as the central point of contact and helping navigate complex financial needs.
• Develops referrals and leads from internal and external sources including centers of influence working with clients.
• Understands each client’s unique family dynamics, financial goals, and philanthropic aspirations.
• Works with team of experts to develop and implement customized Wealth Management strategies for clients.
• Orchestrates specialists to provide holistic financial services including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.
• Develops tailored meeting agendas and presentations with proactive, targeted advice and a relationship timeline to fulfill client goals in the short, medium and long term.
• Reviews accounts to determine the banking, investment and advisory needs of clients; anticipates and creates opportunities for enhancing the client relationships.
• Contributes to organic growth by expanding current relationships and sourcing new ones.
• Actively participates in the development of new and integrated solutions to meet client needs.
• Brings in experts, when appropriate, and closes the sales.
• Ensures smooth delivery of new services and communicates emerging needs.
• Incorporates digital solutions and capabilities to enhance the client experience.

Knowledge

• Broad understanding of Wealth Management principles including investment, tax planning, estate planning, and family governance
• Proven ability to work across multiple disciplines and synthesize complex information
• Outstanding communication skills with ability to translate technical concepts for various audiences
• Strong relationship management capabilities and high emotional intelligence
• Exceptional interpersonal, verbal, written, and presentation skills with ability to influence and negotiate

Experience

• Degree or equivalent in a relevant field (Business Administration, Finance, Economics)
• 10 - 15 years industry experience, including significant experience in relationship management and portfolio management
• MBA or Post‑Graduate Degree preferred
• CFP, CPA, CFA, CTFA, CFM certificate preferred
• Series 7 and 63 required

Salary Range

$236,555 - 414,115 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well‑being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Reasonable Accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail].