Wealth Management Regional Director – Growth & Coaching

001 The Northern Trust Company; Los Angeles (CA); Sur place; USD 132 000 - 224 000; Plein temps

Avantages offerts par ce poste

401k and pension

Health benefits

Paid time off

Parental and caregiver leave

Life & accident insurance

Résumé du poste

The Northern Trust Company is seeking a Regional Director to coach and develop Advisory, Investment, Banking and Sales partners, delivering training and guidance on client engagement, relationship management, and sales effectiveness in the region.

You will drive growth by promoting best practices, lead workshops, monitor performance, and collaborate with leaders to embed growth-oriented behaviors, while leveraging GDWM and GPS platforms to improve advisor success and client outcomes.

Qualifications

• Bachelor’s degree in Finance, Business, Marketing, or related field.
• 5+ years of experience in wealth management, financial advisory, or sales coaching.
• Proven ability to influence and drive behavioral change within teams.
• Excellent communication, presentation, and interpersonal skills.
• Experience in training or coaching roles within financial services preferred.

Responsabilités

• Advisor Coaching: conduct coaching sessions to enhance advisor skills and drive growth.
• Subject Matter Expertise: become the go-to expert for GDWM and GPS platform in the region.
• Sales Development: assist advisors with prospecting and revenue-generating techniques.
• Training Facilitation: lead workshops on client relationship management and business development.
• Performance Monitoring: track progress and provide actionable feedback.
• Culture Building: partner with leadership to embed growth-oriented behaviors.
• Digital Collaboration: support delivery of wealth management value via GPS and Private Passport.
• Resource Development: create training materials and playbooks.
• Stakeholder Feedback: gather insights to inform process improvements and digital solutions.
• Highlight advisor success stories for broader visibility across the Practice.

Connaissances

Communication skills

Influence and change

Coaching experience

Finance knowledge

Formation

Bachelor’s degree in Finance or related field

Description du poste

The Northern Trust Company is seeking a Regional Director to coach and develop Advisory, Investment, Banking and Sales partners, delivering training and guidance on client engagement, relationship management, and sales effectiveness in the region.

You will drive growth by promoting best practices, lead workshops, monitor performance, and collaborate with leaders to embed growth-oriented behaviors, while leveraging GDWM and GPS platforms to improve advisor success and client outcomes.