Senior Director, UHNW Family Office Solutions

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

Benefits offered by this job

401(k) and pension benefits

Medical, dental, and vision coverage

Paid time off

Parental and caregiver leave

Discretionary bonus program

Job summary

Northern Trust seeks a Director II, Family Office Solutions in Los Angeles. The role involves leading Ultra High Net Worth (UHNW) client relationships, providing strategic wealth management advice and sourcing new relationships. Candidates should have over 15 years in the industry, strong negotiation skills, and relevant qualifications such as CFP or CFA. A comprehensive benefits package is offered along with a competitive salary ranging from $236,555 to $414,115 USD.

Qualifications

• 15+ years industry experience with UHNW clients.
• Strong negotiation skills and business acumen.
• Demonstrated sales success in wealth management.

Responsibilities

• Cultivates deep relationships with UHNW clients.
• Develops tailored wealth management strategies.
• Sources new client relationships and growth opportunities.

Skills

Wealth planning

Estate planning

Tax planning

Private banking

Sales skills

Relationship management

Education

Degree in Business Administration, Finance, or Economics

MBA or Post-Graduate Degree

Tools

FINRA Series 7

FINRA Series 66

CFP Certification

CPA Certification

CFA Certification

Job description

Northern Trust seeks a Director II, Family Office Solutions in Los Angeles. The role involves leading Ultra High Net Worth (UHNW) client relationships, providing strategic wealth management advice and sourcing new relationships. Candidates should have over 15 years in the industry, strong negotiation skills, and relevant qualifications such as CFP or CFA. A comprehensive benefits package is offered along with a competitive salary ranging from $236,555 to $414,115 USD.