Private Wealth Director

We are looking for a seasoned wealth‑management professional to build and sustain high‑value client relationships. The role requires a blend of strategic vision, client‑centric service, and executional rigor.

• Act as the central point of contact for deep, long‑term client relationships.
• Develop referrals and leads from internal and external sources, including centers of influence.
• Understand each client’s family dynamics, financial goals, and philanthropic aspirations.
• Collaborate with a multidisciplinary team to design and implement customized wealth‑management strategies.
• Coordinate specialists to provide holistic services such as wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.
• Create tailored meeting agendas and presentations with proactive, targeted advice and a clear relationship timeline.
• Review client accounts to identify banking, investment, and advisory needs and anticipate opportunities for growth.
• Contribute to organic growth by expanding existing relationships and sourcing new ones.
• Participate in developing new and integrated solutions to meet evolving client demands.
• Close sales when appropriate by bringing in the right experts.
• Ensure smooth delivery of new services and communicate emerging needs.
• Integrate digital solutions and capabilities to enhance the client experience.

• Broad understanding of wealth‑management principles, including investment, tax planning, estate planning, and family governance.
• Proven ability to work across multiple disciplines and synthesize complex information.
• Outstanding communication skills and the ability to translate technical concepts for various audiences.
• Strong relationship‑management capabilities with high emotional intelligence.
• Exceptional interpersonal, verbal, written, and presentation skills with influence and negotiation prowess.
• Degree or equivalent in a relevant field (Business Administration, Finance, Economics) or equivalent experience.
• 10–15 years of industry experience, including substantial relationship and portfolio management exposure.
• MBA or Post‑Graduate Degree preferred.
• CFP, CPA, CFA, CTFA, CFM certificate preferred.
• Series7 and 63 licenses required.

Salary Range: $236,555 – $414,115 USD (base pay). Northern Trust also offers a discretionary bonus program, equity component, 401(k) and pension plans, comprehensive health, dental, vision, and disability benefits, paid time off, parental and caregiver leave, life & accident insurance, and additional well‑being programs.

Northern Trust is an Equal Opportunity Employer. We do not discriminate on the basis of race, colour, religion, national origin, sex, sexual orientation, gender identity, disability, or age, and uphold all applicable federal, state, and local laws.