Regional Director, Wealth Advisory Growth & Coaching

Northern Trust Corp.; Los Angeles (CA); On-site; USD 132,000 - 224,000; Full time

Benefits offered by this job

401k

Pension

Health insurance

Paid time off

Job summary

Northern Trust Corp. seeks a Regional Director to coach advisory, investment, banking and sales partners across the region.

You will lead one-on-one and team coaching, share subject matter expertise on GDWM and GPS, and drive best practices for client engagement, prospecting and service delivery. The role emphasizes behavior change, growth mindset, and collaboration with leadership to embed growth-oriented practices.

Qualifications

• Bachelor’s degree in Finance, Business, Marketing, or related field.
• 5+ years of experience in wealth management, financial advisory, or sales coaching.
• Proven ability to influence and drive behavioral change within teams.
• Excellent communication, presentation, and interpersonal skills.
• Experience in training or coaching roles within financial services preferred.

Responsibilities

• Advisor Coaching: Conduct one-on-one and team coaching sessions to enhance advisor skills.
• Subject Matter Expertise: Serve as primary stakeholder for GDWM and GPS platform adoption.
• Sales Development: Help advisors implement prospecting and consultative revenue techniques.
• Training Facilitation: Lead workshops on client relationship management and business development.
• Performance Monitoring: Track progress and provide actionable feedback.
• Culture Building: Partner with leadership to embed growth-oriented behaviors.
• Digital Collaboration: Support wealth management value propositions via GPS and Private Passport.
• Resource Development: Create and maintain training materials and playbooks.
• Stakeholder Feedback and Engagement: Gather insights to refine processes and digital solutions.

Skills

Communication

Presentation

Interpersonal skills

Coaching experience

Influence

Education

Bachelor’s degree in Finance/Business/Marketing

Tools

GDWM

GPS platform

Job description

Northern Trust Corp. seeks a Regional Director to coach advisory, investment, banking and sales partners across the region.

You will lead one-on-one and team coaching, share subject matter expertise on GDWM and GPS, and drive best practices for client engagement, prospecting and service delivery. The role emphasizes behavior change, growth mindset, and collaboration with leadership to embed growth-oriented practices.