Senior Private Wealth Director

001 The Northern Trust Company; Los Angeles (CA); On-site; USD 237,000 - 414,000; Full time

Benefits offered by this job

401k and pension

Health benefits

Paid time off

Parental and caregiver leave

Life & accident insurance

Discretionary bonus program

Equity component

Job summary

Northern Trust is seeking an experienced Wealth Management professional to cultivate long-term client relationships and coordinate cross-disciplinary teams to deliver tailored wealth strategies. The role emphasizes deep client understanding and proactive advisory services across banking, investments, and estate planning.

The candidate should have substantial industry experience, with professional certifications preferred (MBA, CFP, CPA, CFA, CTFA, CFM) and required Series 7/63 licenses.

Qualifications

• 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.

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.

Skills

Relationship management

Portfolio management

Communication skills

Emotional intelligence

Negotiation

Cross-functional collaboration

Presentation skills

Financial analysis

Education

Degree in Business Administration, Finance, Economics

MBA or Post-Graduate Degree preferred

CFP, CPA, CFA, CTFA, CFM certificates preferred

Job description

Northern Trust is seeking an experienced Wealth Management professional to cultivate long-term client relationships and coordinate cross-disciplinary teams to deliver tailored wealth strategies. The role emphasizes deep client understanding and proactive advisory services across banking, investments, and estate planning.

The candidate should have substantial industry experience, with professional certifications preferred (MBA, CFP, CPA, CFA, CTFA, CFM) and required Series 7/63 licenses.