Strategic Private Wealth Director

Northern Trust; Seattle (WA); On-site; USD 236,555 - 414,115; Full time

Benefits offered by this job

Comprehensive benefits package

401k and pension

Flexible working arrangements

Job summary

Northern Trust is seeking an experienced Wealth Management professional in Seattle, WA, to cultivate client relationships and develop tailored financial strategies. The ideal candidate will have a minimum of 10 years of industry experience, including significant relationship and portfolio management, and possess excellent communication skills.

This role offers a competitive salary range of $236,555 - 414,115 USD, coupled with a comprehensive benefits package. Join a collaborative culture at a reputable firm dedicated to its clients and community.

Qualifications

• 10 - 15 years of industry experience required.
• Significant experience in relationship management and portfolio management.
• Series 7 and 63 certifications required.

Responsibilities

• Cultivates long-term relationships with clients.
• Develops tailored Wealth Management strategies.
• Coordinates specialists to offer holistic financial services.

Skills

Wealth Management principles

Relationship management

Communication skills

Emotional intelligence

Financial analysis

Education

Degree in Business Administration, Finance, or Economics

MBA or Post-Graduate Degree preferred

CFP, CPA, CFA, CTFA, CFM certificate preferred

Tools

Financial software

Asset management tools

Job description

Northern Trust is seeking an experienced Wealth Management professional in Seattle, WA, to cultivate client relationships and develop tailored financial strategies. The ideal candidate will have a minimum of 10 years of industry experience, including significant relationship and portfolio management, and possess excellent communication skills.

This role offers a competitive salary range of $236,555 - 414,115 USD, coupled with a comprehensive benefits package. Join a collaborative culture at a reputable firm dedicated to its clients and community.