Senior Private Wealth Director

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

Benefits offered by this job

Comprehensive benefits package

401k and pension

Paid time off

Discretionary bonus program

Job summary

A leading financial institution in San Diego is seeking a Private Wealth Director. This role focuses on managing deep, long-term relationships with high-net-worth clients and developing tailored financial strategies. The ideal candidate will have 10-15 years of industry experience, expertise in wealth management, and strong relationship management skills. A competitive salary range of $236,555 - $414,115 is offered, along with a comprehensive benefits package including health insurance and retirement plans.

Qualifications

• 10 - 15 years industry experience with significant relationship and portfolio management.
• Ability to synthesize complex information across multiple disciplines.
• Strong interpersonal, verbal, written, and presentation skills.

Responsibilities

• Cultivate and manage long-term client relationships.
• Develop and implement customized Wealth Management strategies.
• Orchestrate specialists for holistic financial services.

Skills

Wealth Management principles

Relationship management

Excellent communication skills

Emotional intelligence

Education

Degree in Business Administration, Finance, or Economics

MBA or Post-Graduate Degree

CFP, CPA, CFA, CTFA, CFM preferred

Job description

A leading financial institution in San Diego is seeking a Private Wealth Director. This role focuses on managing deep, long-term relationships with high-net-worth clients and developing tailored financial strategies. The ideal candidate will have 10-15 years of industry experience, expertise in wealth management, and strong relationship management skills. A competitive salary range of $236,555 - $414,115 is offered, along with a comprehensive benefits package including health insurance and retirement plans.