Senior Private Wealth Director

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

Benefits offered by this job

Comprehensive benefits package

Discretionary bonus program

401k and pension

Job summary

Northern Trust seeks an experienced Wealth Management professional in San Diego, CA. The ideal candidate will cultivate and manage deep client relationships, develop tailored financial strategies, and improve client experiences using digital solutions. Applicants should have 10-15 years of significant industry experience with a background in relationship and portfolio management. A degree in a relevant field is required, alongside certificates like CFP, CPA, or CFA. The salary range is $236,555 - $414,115, with a generous benefits package including retirement and health benefits.

Qualifications

• 10 - 15 years of experience in relationship management and portfolio management.
• Ability to work across multiple disciplines and synthesize complex information.
• Exceptional interpersonal, verbal, written, and presentation skills.

Responsibilities

• Cultivate and manage relationships with clients and act as a central point of contact.
• Develop tailored meeting agendas and presentations with proactive, targeted advice.
• Orchestrate specialists to provide holistic financial services.

Skills

Wealth Management principles

Communication skills

Relationship management

Emotional intelligence

Influencing and negotiating skills

Education

Degree in Business Administration, Finance, or Economics

MBA or Post-Graduate Degree

CFP, CPA, CFA, CTFA, CFM certificates

Tools

Series 7 and 63

Job description

Northern Trust seeks an experienced Wealth Management professional in San Diego, CA. The ideal candidate will cultivate and manage deep client relationships, develop tailored financial strategies, and improve client experiences using digital solutions. Applicants should have 10-15 years of significant industry experience with a background in relationship and portfolio management. A degree in a relevant field is required, alongside certificates like CFP, CPA, or CFA. The salary range is $236,555 - $414,115, with a generous benefits package including retirement and health benefits.