Senior Wealth Director – Client Relationships & Growth

001 The Northern Trust Company; New York (NY); On-site; USD 237,000 - 414,000; Full time

Benefits offered by this job

401(k) and pension

Medical, dental, vision

Paid time off

Parental and caregiver leave

Life & accidental insurance

Discretionary bonus program

Job summary

Northern Trust seeks a Senior Private Wealth Director to lead and deepen relationships with high-net-worth clients. You will coordinate across wealth advisory and private client services, orchestrating specialists to deliver holistic financial solutions and drive long-term growth.

With 10–15 years of experience, you will translate complex finances into clear strategies, nurture trust, and expand the client base while guiding teams and ensuring top-tier service delivery.

Qualifications

• 10–15 years industry experience with relationship and portfolio management
• Degree or equivalent in Business Administration, Finance or Economics
• MBA or Post-Graduate Degree preferred
• CFP, CPA, CFA, CTFA, CFM certificates preferred
• Series 7 and 63 required
• Strong ability to translate complex financial concepts for clients
• Proven track record in wealth management and client growth

Responsibilities

• Lead and cultivate client relationships across Wealth Advisory and Private Client Advisory segments
• Coordinate across all wealth management disciplines to meet client needs
• Drive organic growth through client retention and expansion and sourcing new relationships
• Develop referrals and tailored strategies with clients and teams
• Bring in experts and coordinate delivery of holistic services to clients

Skills

Relationship management

Portfolio management

Communication skills

Emotional intelligence

Interpersonal skills

Presentation skills

Negotiation

Cross-functional collaboration

Education

Bachelor’s in Business/Finance/Economics

MBA or related postgraduate degree preferred

Tools

CFP

CPA

CFA

CTFA

CFM

Job description

Northern Trust seeks a Senior Private Wealth Director to lead and deepen relationships with high-net-worth clients. You will coordinate across wealth advisory and private client services, orchestrating specialists to deliver holistic financial solutions and drive long-term growth.

With 10–15 years of experience, you will translate complex finances into clear strategies, nurture trust, and expand the client base while guiding teams and ensuring top-tier service delivery.