The Private Wealth Director serves as a trusted strategic advisor for complex financial needs across the Wealth Advisory and Private Client Advisory segments
Job Summary
The Private Wealth Director serves as a trusted strategic advisor for complex financial needs across the Wealth Advisory and Private Client Advisory segments.
This role drives organic growth by cultivating deep client relationships, expanding existing accounts, and sourcing new business leads from internal and external sources.
Northern Trust offers a flexible work culture with opportunities for movement within the organization and access to senior leaders committed to community service.
Matching Summary
The Private Wealth Director serves as a trusted strategic advisor for complex financial needs across the Wealth Advisory and Private Client Advisory segments.
Skills & Requirements
Must-have
10-15 years industry experience
Series 7 and 63 licenses required
Bachelor's degree in relevant field
Relationship management expertise
Portfolio management skills
Nice-to-have
MBA or post-graduate degree preferred
Professional certifications like CFP or CFA
Strong emotional intelligence
Digital solutions capability
Philanthropic planning knowledge
Key Requirements
10-15 years of industry experience
Series 7 and 63 licenses
Bachelor's degree in Business, Finance, or Economics
Experience in relationship and portfolio management