Specialist, Goals Driven Wealth Management

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure:
Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

The Regional Director is responsible for supporting the growth and success of Advisory, Investment, Banking and Sales partners by providing coaching, training, and guidance on client engagement, relationship management, and sales effectiveness. This role focuses on driving behavior change to promote a growth-oriented culture, helping advisors adopt best practices that lead to stronger client relationships, improved prospecting strategies, and exceptional service delivery.

• Advisor
  
  Coaching:
  
  Conduct one-on-one and team coaching sessions to enhance advisor skills in communication, client acquisition, and retention, while fostering behaviors that support continuous growth.
• Subject Matter Expertise:
  Act as the primary stakeholder for the execution and adoption of GDWM and the GPS platform in the region of coverage by obtaining an in-depth knowledge of business unit/function and obtaining a subject matter expertise in GDWM and the GPS platform (including Pacing Model and other features agnostic to GDWM).
• Sales Development:
  Assist advisors in implementing effective prospecting and consultative revenue-generating techniques to expand their practice and embrace a growth mindset.
• Training Facilitation:
  Lead workshops on topics such as client relationship management, goal-setting, and business development strategies that encourage behavioral change.
• Performance Monitoring:
  Track advisor progress against development plans and provide actionable feedback to reinforce desired behaviors and outcomes.
• Culture Building:
  Partner with leadership to embed growth-oriented behaviors into team practices and development programs.
• Digital
  
  Collaboration:
  
  Support delivery of our wealth management value proposition thru digital capabilities in GPS and Private Passport.
• Resource Development:
  Create and maintain training materials, playbooks, and best-practice guides that support behavioral change and advisor success.
• Stakeholder Feedback and Engagement:
  Proactively gather and share insights from key stakeholders to inform and refine ongoing process improvements and digital solutions.
• Highlight and elevate advisor success stories for broader visibility across the Practice.

• 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.

• Improvement in advisor KPIs (conversion rates, client retention, AUM growth).
• Positive feedback scores from coaching sessions.
• Increased adoption of growth-oriented behaviors across advisor teams.

Salary Range: $131, USD Salary range is a good faith estimate of base pay.

Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension),…