Sr Managing Director

001 The Northern Trust Company; Newport Beach (CA); Vor Ort; USD 237.000 - 414.000; Vollzeit

Zusammenfassung

The Northern Trust Company is seeking a Senior Managing Director to lead wealth management in the West Region, based in Orange County. You will direct a team of wealth professionals delivering investment management, trust and estate planning, and private banking solutions, ensuring strong client outcomes and profitability.

You will mentor leaders, recruit top talent, drive growth, and collaborate with reporting managers to outline strategy and achieve business objectives.

Qualifikationen

• 10+ years of wealth management leadership experience with trust, banking, and investment management expertise.
• Proven track record of managing a business (P&L) and delivering excellent client experiences.
• Experience in business development and market growth.
• Change management experience and ability to lead/implement change.
• Proven ability to recruit and develop top talent.
• Ability to outline and drive strategic growth.
• Active involvement in the community and board service.
• Strong relationship, influencing, and decision-making skills.
• Advanced degree and relevant credentials preferred.

Aufgaben

• Provide leadership and accountability for overall market performance and growth.
• Mentor, coach, and develop staff while fostering collaboration and inclusion.
• Attract and retain talent as a priority.
• Oversee client interactions and broaden relationships; address complex needs.
• Manage expense budgets and drive sales goals for new business.
• Represent the Northern Trust brand in the community and with partners.

Kenntnisse

Leadership

Business development

Change management

Talent recruitment

Strategic planning

Ausbildung

Advanced degree

Jobbeschreibung

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.

Job Summary

An exciting opportunity is now available for a dynamic market leader to lead our Wealth Management business in the Orange County region. The ideal candidate will lead a talented team of experts in delivering our holistic offering to clients related to investment management, trust and estate planning, and private banking. We are seeking an energetic professional with a demonstrated track record of successful market leadership to oversee, plan and direct activities for the team, ensuring resources are available to accomplish the business objectives. Additionally, the Senior Managing Director will lead, mentor, coach, recruit, as well as partner to outline overall strategy to reporting managers and employees. This individual will work to attract and retain high-quality talent who contribute to excellent client outcomes and overall business growth. This role is responsible for leading and fostering an environment of development, accountability, mutual respect and teamwork that encourages the dedication and loyalty of employees and clients alike. This role will lead business development and growth activities and will have full accountability for team performance and profitability. This role includes direct oversight for an impressive team of experienced wealth management advisors as well as matrix management for some employees within those markets that may report through their respective practice areas. This role is vital to the success of our wealth management business in the West Region. This leader is an integral part of the West Region Leadership Team.

Major Duties

• Accountability for overall performance of respective market including setting and executing, in collaboration with other leaders, vision for excellence, while incorporating specific strategic plans and objectives of the corporation, business unit and region.
• Provide leadership, mentoring, coaching and guidance to staff, fostering an environment which encourages inclusion, employee participation, collaboration, teamwork, and communication.
• Attracting and retaining talent is a critical priority.
• Responsible for client interactions and communications, monitors retention of current clients and broadening of relationships, and may address specific sensitive or complex client needs.
• Responsible for expense budgets.
• Promote, lead, and participate in attaining sales goals for new business in conjunction with West Region sales and marketing leadership.
• Engaged in the community representing the Northern Trust brand and sourcing in new business.

Qualifications

• 10+ years of experience in wealth management leadership roles along with deep knowledge and expertise in trust, banking, and investment management and wealth advisory services.
• Successful track record of managing a business (a P&L) and delivering an outstanding client experience.
• Candidates should have a demonstrated track record of success in business development and market growth.
• Previous experience with Change Management and leading/implementing change.
• Proven track record in recruiting and developing top talent.
• Ability to outline and drive strategic growth.
• Demonstrated experience of deep community involvement including but not limited to board service.
• Proven leadership and organizational skills to determine goals, resource needs, and to assess and develop the skills of staff.
• Excellent relationship, influencing, decision making, and critical thinking skills are required.
• Strong academics, with an advanced degree and relevant credentials preferred.

Salary Range

Salary Range: $236,555 - 414,115 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.

• 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
• 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.

Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

Terms and Conditions

Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

APAC/INDIA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Canada EEO STATEMENT

Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

EMEA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

USA EEO STATEMENT

It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status.