UHNW Family Office Solutions Director — Wealth & Growth

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

Benefits offered by this job

401k and pension

Health and welfare benefits

Discretionary bonus program

Job summary

Northern Trust Corp is seeking a Director II, Family Office Solutions in San Francisco, to lead relationships with Ultra High Net Worth (UHNW) clients. The successful candidate will provide tailored wealth management strategies, navigate complex financial landscapes, and drive organic growth through client relationships. The role requires a minimum of 15 years of industry experience, strong negotiating skills, and an educational background in relevant fields. A comprehensive benefits package and a flexible work environment are offered.

Qualifications

• 15+ years industry experience, particularly with UHNW clients.
• Exceptional interpersonal, verbal, written, and presentation skills.
• Proven track record of building long-term relationships.

Responsibilities

• Leads relationships with UHNW clients, serving as their trusted advisor.
• Develops customized wealth management strategies.
• Expands current relationships and sources new clients.

Skills

Relationship management

Wealth management knowledge

Negotiation skills

Leadership skills

Sales acumen

Education

Degree in Business Administration, Finance or Economics

MBA or Post-Graduate Degree

CFP, CPA, CFA, CTFA, CFM certificate

Job description

Northern Trust Corp is seeking a Director II, Family Office Solutions in San Francisco, to lead relationships with Ultra High Net Worth (UHNW) clients. The successful candidate will provide tailored wealth management strategies, navigate complex financial landscapes, and drive organic growth through client relationships. The role requires a minimum of 15 years of industry experience, strong negotiating skills, and an educational background in relevant fields. A comprehensive benefits package and a flexible work environment are offered.