UHNW Family Office Director: Strategic Wealth

Northern Trust Corp; San Francisco (CA); On-site; USD 236,555 - 414,115; Full time

Benefits offered by this job

401(k) and pension benefits

Medical, dental, vision benefits

Paid time off

Discretionary bonus program

Job summary

Northern Trust is hiring a Director II, Family Office Solutions in San Francisco, CA to lead and cultivate complex relationships with Ultra High Net Worth clients. The ideal candidate will have over 15 years of experience in wealth management, excellent negotiation and sales skills, a degree in a relevant field, and preferred certifications. The role involves developing client strategies and coordinating various financial services. A competitive salary range of $236,555 – 414,115 USD is offered along with a comprehensive benefits package.

Qualifications

• 15+ years industry experience including significant relationship management.
• Proven track record with Ultra High Net Worth clients.
• Strong understanding of financial planning issues.

Responsibilities

• Lead relationships with Ultra High Net Worth clients.
• Develop and implement wealth management strategies.
• Coordinate across all wealth management aspects for clients.

Skills

Wealth planning

Estate planning

Tax planning

Asset allocation

Negotiation skills

Sales skills

Interpersonal skills

Education

Degree in Business Administration, Finance, or Economics

MBA or Post-Graduate Degree preferred

CFP, CPA, CFA, CTFA, CFM certificate preferred

Tools

FINRA Series 7

FINRA Series 66

Insurance licenses

Job description

Northern Trust is hiring a Director II, Family Office Solutions in San Francisco, CA to lead and cultivate complex relationships with Ultra High Net Worth clients. The ideal candidate will have over 15 years of experience in wealth management, excellent negotiation and sales skills, a degree in a relevant field, and preferred certifications. The role involves developing client strategies and coordinating various financial services. A competitive salary range of $236,555 – 414,115 USD is offered along with a comprehensive benefits package.