Private Wealth Director

About Northern Trust

As a global leader in wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) has guided the world’s most successful individuals, families, corporations and institutions since 1889. With more than 135 years of financial experience and over 24,000 partners, we serve sophisticated clients with leading technology and exceptional service. We are driven by the three guiding Principles That Endure:
Service, Expertise, and Integrity.

The Private Wealth Director leads and cultivates client relationships across the Wealth Advisory and Private Client Advisory segments. This role serves as a trusted, strategic advisor and coordinator across all aspects of Wealth Management, helping clients navigate complex financial needs. The Private Wealth Director drives organic growth through client retention, relationship expansion, and the sourcing of new client relationships.

• Develop deep, long‑term relationships with clients, serving as the central point of contact and trusted advisor for complex financial needs.
• Source new business leads from internal and external sources, including centers of influence, and generate referrals.
• Build a strong understanding of each client’s unique family dynamics, financial goals, and philanthropic aspirations.
• Partner with a team of experts to create and implement customized Wealth Management strategies, coordinating specialists across wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.
• Prepare tailored meeting agendas, presentations, and relationship timelines that provide proactive, targeted advice aligned with short, medium, and long‑term client goals.
• Review client accounts to assess banking, investment, and advisory needs; anticipate and create opportunities to deepen client relationships.
• Contribute to organic growth by expanding existing relationships and sourcing new ones.
• Participate in the development of new and integrated solutions to meet evolving client needs.
• Engage subject‑matter experts when appropriate and close sales opportunities.
• Ensure smooth delivery of new services and communicate emerging client needs.
• Incorporate digital solutions and capabilities to enhance the overall client experience.

Knowledge: Broad understanding of Wealth Management principles, including investment management, tax planning, estate planning, and family governance.

Experience: 10–15 years of industry experience, including significant experience in relationship management and portfolio management.

Education: Bachelor’s degree or equivalent in a relevant field (Business Administration, Finance, Economics). MBA or postgraduate degree preferred.

Licenses and

Certifications:

Series 7 and 63 licenses required; professional certifications preferred (CFP, CPA, CFA, CTFA, CFM).

Applicants must be authorized to work in the U.S. without the need for employment‑based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H‑1B, L‑1, TN, O‑1, E‑3, H‑1B1, F‑1, J‑1, OPT, CPT or any other employment‑based visa).

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you require a reasonable accommodation for any part of the employment process, please email our HR Service Center at or discuss your individual requirements with the recruiter.

United States: Northern Trust affords equal opportunity in all phases of employment without regard to age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests, mental or physical disability, or veteran status.

Canada: Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions are made without regard to race, color, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offenses, family status, or any other legally protected characteristic.

European, Middle East and Africa (EMEA): Northern Trust does not discriminate on the basis of race, color, religion, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age, and all employment decisions are made non‑discriminatorily.

Candidate Privacy Notice, Pay Transparency, Nondiscrimination Provision (U.S.), Transparency in Coverage Disclosure – North America, and related terms and conditions are provided by Northern Trust. These notices outline data handling practices, pay transparency commitments, and legal obligations.