Regional Director, Wealth Growth & Advisor Coaching

Northern Trust; Houston (TX); On-site; USD 108,775 - 184,965; Full time

Job summary

Northern Trust is seeking a Regional Director to coach Advisory, Investment, Banking and Sales partners in client engagement and relationship management. You will drive growth through behavioral change and best practices adoption, delivering coaching, training and guidance to advisors across the region.

The role focuses on enhancing prospecting strategies, strengthening client relationships, and delivering exceptional service.

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

• Coach advisors through one-on-one and group sessions to enhance client engagement, acquisition, and retention.
• Serve as the primary SME for GDWM and GPS platform adoption in the region, including Pacing Model features.
• Assist advisors in implementing prospecting and revenue-generating techniques for growth.
• Lead workshops on client relationship management, goal-setting, and business development strategies.
• Monitor performance and provide actionable feedback to reinforce desired behaviors.

Skills

Communication

Interpersonal skills

Influence / change management

Presentation skills

Education

Bachelor's degree in Finance / Business / Marketing

Job description

Northern Trust is seeking a Regional Director to coach Advisory, Investment, Banking and Sales partners in client engagement and relationship management. You will drive growth through behavioral change and best practices adoption, delivering coaching, training and guidance to advisors across the region.

The role focuses on enhancing prospecting strategies, strengthening client relationships, and delivering exceptional service.