Senior Private Wealth Director & Strategy Leader

Northern Trust Corp; Denver (CO); On-site; USD 206,000 - 360,000; Full time

Job summary

Northern Trust is seeking a Private Wealth Director to lead and grow key client relationships within Wealth Advisory and Private Client Advisory. You will serve as a trusted advisor coordinating across specialists to deliver holistic wealth management solutions.

Responsibilities include cultivating deep client relationships, expanding referrals, understanding family goals, and guiding customized strategies across investment, tax, estate planning, and philanthropy.

Qualifications

• Broad understanding of wealth management principles including investment, tax planning, estate planning, and family governance.
• Proven ability to work across multiple disciplines and synthesize complex information.
• Outstanding communication skills with ability to translate technical concepts for various audiences.
• Strong relationship management capabilities and high emotional intelligence.

Responsibilities

• Cultivate deep, long-term relationships with clients, serving as the central point of contact and helping navigate complex financial needs.
• Develop referrals and leads from internal and external sources including centers of influence working with clients.
• Understand each client’s unique family dynamics, financial goals, and philanthropic aspirations.
• Work 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.

Skills

Wealth management knowledge

Relationship management

Communication skills

Emotional intelligence

Education

Business Administration / Finance / Economics degree

MBA or similar advanced degree

Tools

CFP CPA CFA CTFA CFM

Job description

Northern Trust is seeking a Private Wealth Director to lead and grow key client relationships within Wealth Advisory and Private Client Advisory. You will serve as a trusted advisor coordinating across specialists to deliver holistic wealth management solutions.

Responsibilities include cultivating deep client relationships, expanding referrals, understanding family goals, and guiding customized strategies across investment, tax, estate planning, and philanthropy.