Specialist, Goals Driven Wealth Management

Northern Trust Corp; Los Angeles (CA); On-site; USD 132,000 - 224,000; Full time

Job summary

Northern Trust is seeking a Regional Director to coach advisory, investment, banking and sales partners, driving a growth-minded culture and stronger client engagement.

You will lead training, performance monitoring, and risk-aware development while leveraging GDWM and GPS to enhance service delivery across the region.

Qualifications

• Bachelor’s degree in Finance, Business, Marketing, or related field.
• 5+ years of wealth management, financial advisory, or sales coaching.
• Proven ability to influence and drive behavioral change within teams.
• Excellent communication, presentation, and interpersonal skills.
• Experience in training or coaching roles within financial services preferred.

Responsibilities

• Coach advisory, one-on-one and team sessions to enhance advisor skills in client engagement and retention.
• Serve as the primary SME for the GDWM and GPS platform adoption across the region.
• Assist advisors in implementing prospecting and revenue-generating techniques.
• Lead workshops on client relationship management, goal-setting, and business development.
• Monitor progress and provide actionable feedback to reinforce desired behaviors.

Skills

Advisor coaching

Stakeholder engagement

Sales development

Training facilitation

Communication skills

Relationship management

Digital collaboration

Education

Bachelor’s degree in Finance, Business, Marketing, or related field

Tools

GDWM platform

GPS platform

Private Passport

Job description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Position Summary

The Regional Director is responsible for supporting the growth and success of Advisory, Investment, Banking and Sales partners by providing coaching, training, and guidance on client engagement, relationship management, and sales effectiveness. This role focuses on driving behavior change to promote a growth-oriented culture, helping advisors adopt best practices that lead to stronger client relationships, improved prospecting strategies, and exceptional service delivery.

Key Responsibilities

• Advisor Coaching: Conduct one-on-one and team coaching sessions to enhance advisor skills in communication, client acquisition, and retention, while fostering behaviors that support continuous growth.
• Subject Matter Expertise: Act as the primary stakeholder for the execution and adoption of GDWM and the GPS platform in the region of coverage by obtaining an in-depth knowledge of business unit/function and obtaining a subject matter expertise in GDWM and the GPS platform (including Pacing Model and other features agnostic to GDWM).
• Sales Development: Assist advisors in implementing effective prospecting and consultative revenue-generating techniques to expand their practice and embrace a growth mindset.
• Training Facilitation: Lead workshops on topics such as client relationship management, goal-setting, and business development strategies that encourage behavioral change.
• Performance Monitoring: Track advisor progress against development plans and provide actionable feedback to reinforce desired behaviors and outcomes.
• Culture Building: Partner with leadership to embed growth-oriented behaviors into team practices and development programs.
• Digital Collaboration: Support delivery of our wealth management value proposition thru digital capabilities in GPS and Private Passport.
• Resource Development: Create and maintain training materials, playbooks, and best-practice guides that support behavioral change and advisor success.
• Stakeholder Feedback and Engagement: Proactively gather and share insights from key stakeholders to inform and refine ongoing process improvements and digital solutions. Highlight and elevate advisor success stories for broader visibility across the Practice.

Qualifications

• Bachelor’s degree in Finance, Business, Marketing, or related field.
• 5+ years of experience in wealth management, financial advisory, or sales coaching.
• Proven ability to influence and drive behavioral change within teams.
• Excellent communication, presentation, and interpersonal skills.
• Experience in training or coaching roles within financial services preferred.

Success Metrics

• Improvement in advisor KPIs (conversion rates, client retention, AUM growth).
• Positive feedback scores from coaching sessions.
• Increased adoption of growth-oriented behaviors across advisor teams.

Salary Range

$131,675 - 223,905 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.