Senior Private Wealth Relationship Director

001 The Northern Trust Company; Seattle (WA); Presencial; USD 237.000 - 414.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401k and pension

Health and welfare benefits

Paid time off

Parental and caregiver leave

Life & accident insurance

Discretionary bonus program

Descripción de la vacante

Northern Trust is seeking a senior Wealth Advisor to cultivate long-term client relationships and coordinate holistic financial services across banking, investment, and advisory areas. You will work with specialists to tailor strategies, drive growth, and meet client goals over time.

The role emphasizes deep client understanding, cross-disciplinary collaboration, and proactive, high-impact communication to deliver premier wealth management solutions.

Formación

• 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.
• Exceptional interpersonal, verbal, written, and presentation skills with ability to influence and negotiate.

Responsabilidades

• Cultivates and manages long-term relationships with clients as central contact.
• Develops referrals and leads from internal and external sources including centers of influence.
• Understands client family dynamics, goals, and philanthropic aspirations.
• Works with team of experts to develop and implement Wealth Management strategies.
• Orchestrates specialists to provide holistic financial services including structuring, banking and wealth transfer.
• Develops tailored meeting agendas and proactive advice with a relationship timeline.
• Reviews accounts to determine banking, investment and advisory needs; identifies opportunities.
• Contributes to organic growth by expanding relationships and sourcing new ones.

Conocimientos

Wealth management principles

Relationship management

Cross-disciplinary collaboration

Outstanding communication

Interpersonal & negotiation

Educación

Degree in Business Admin/Finance/Economics

MBA or Post-Graduate degree preferred

CFP, CPA, CFA, CTFA, CFM certificates preferred

Series 7 & 63 required

Descripción del empleo

Northern Trust is seeking a senior Wealth Advisor to cultivate long-term client relationships and coordinate holistic financial services across banking, investment, and advisory areas. You will work with specialists to tailor strategies, drive growth, and meet client goals over time.

The role emphasizes deep client understanding, cross-disciplinary collaboration, and proactive, high-impact communication to deliver premier wealth management solutions.