Strategic UHNW Family Office Solutions Leader

001 The Northern Trust Company; Los Angeles (CA); Sur place; USD 237 000 - 414 000; Plein temps

Avantages offerts par ce poste

401k and pension

Medical, dental, vision insurance

Paid time off

Parental and caregiver leave

Life & accident insurance

Well‑being benefits

Discretionary bonus program (equity可能)

Résumé du poste

The Northern Trust Company seeks a Director II for Family Office Solutions to lead and cultivate UHNW client relationships, acting as a strategic advisor across wealth management services. You will coordinate with specialists to deliver holistic financial solutions and drive long‑term client growth.

You will work with C‑Suite clients, develop tailored meeting agendas, and foster referrals while expanding services across banking, investments, and tax planning.

Qualifications

• Fifteen plus years in relationship management or portfolio management with UHNW clients.
• Proven ability to drive organic growth through client retention and new relationships.
• MBA or higher degree; professional financial certifications preferred.

Responsabilités

• Lead and cultivate complex UHNW client relationships with strategic advisory focus.
• Interface with C‑Suite executives to deliver tailored wealth management solutions.
• Develop referrals and coordinate cross‑functional teams to serve clients.
• Oversee wealth structuring, banking, tax, and philanthropy services for clients.

Connaissances

UHNW relationships

Portfolio management

Sales leadership

Negotiation

Client advisory

Formation

MBA or equivalent

Business/Finance/Economics degree

CFP/CPA/CFA/CTFA/CFM certifications preferred

Description du poste

The Northern Trust Company seeks a Director II for Family Office Solutions to lead and cultivate UHNW client relationships, acting as a strategic advisor across wealth management services. You will coordinate with specialists to deliver holistic financial solutions and drive long‑term client growth.

You will work with C‑Suite clients, develop tailored meeting agendas, and foster referrals while expanding services across banking, investments, and tax planning.