drjobs Senior Managing Director, Northern California

Senior Managing Director, Northern California

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1 Vacancy
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Job Location drjobs

San Francisco, CA - USA

Monthly Salary drjobs

$ 236555 - 414115

Vacancy

1 Vacancy

Job Description

About Northern Trust:

Northern Trust a Fortune 500 company is a globally recognized award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals families and institutions by remaining true to our enduring principles of service expertise and integrity. With more than 130 years of financial experience and over 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.

An excellent opportunity exists for a Senior Managing Director to lead the Wealth Management business in the Northern California market. The Senior Managing Director will lead and implement strategy related to client growth and retention through promotion of Northern Trusts holistic capability related to investment management trust and estate planning and private banking and be able to deliver it with an advice-driven approach. She/he will work to attract and retain high quality talent who contribute to excellent client outcomes and overall business growth. The Senior Managing Director will also be responsible for leading and fostering an environment of inclusion development accountability mutual respect and teamwork that encourages the dedication and loyalty of employees and clients position reports to the West Region President and will be an integral part of the West Region Leadership Team.

Major Duties

1) Drive regional performance andgrow the business through the ongoing development of new and existing clients consistent with Northern Trusts foundational values.

2) Foster a team culture which inspires innovative thinking and encourages employee participation collaboration teamwork and communication.

3) Provide effective team leadership across the region empowering and motivating strong functional experts.

4) Serve as an excellent ambassador for the firm locally regionally and nationally.

5) Full accountability for the performance of the in developing the regions strategic plan and sets goals and priorities based on the direction set for the team.

6) Responsible for client interactions and communications monitors retention of current clients and broadening of relationships and may address specific sensitive or complex client needs.

7)Conducts the performance management process identifies training and development needs and establishes performance standards for the unit.

8)Determines staffing needs and works to attract and retain high quality talent handles salary administration and ensures resources are available to accomplish priorities.

9) Develops and maintains relationships with clients and prospects. Cultivates relationships develops referral sources and participates in sales presentations.

10) Oversees all activities of the regional team develops calling programs sales goals and meets the needs of the clients in the community.

Qualifications:

  • Experience in wealth management leadership rolesalong with deep knowledge and expertise in trust banking and investment management and wealth advisory services.

  • Successful track record of managing a business (a P&L) and delivering an outstanding client experience.

  • Candidates should have a demonstrated track record of success in business development and market growth.

  • Proven experience leading significant change initiatives

  • Proven track record in recruiting and developing top talent

  • Ability to outline and drive strategic growth

  • Demonstrated experience of deep community involvement including but not limited to board service

  • Proven leadership and organizational skills to determine goals resource needs and to assess and develop the skills of staff

  • Excellent relationship influencing decision making and critical thinking skills are required

  • Strong academics with an advanced degree and relevant credentials preferred such as MBA/JD/CFA/CFP.

Salary Range:

$236555 - 414115 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension) health and welfare benefits (medical dental vision spending accounts and disability) paid time off parental and caregiver leave life & accident insurance and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Working with Us:

As a Northern Trust partner greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged senior leaders are accessible and you can take pride in working for a company committed to assisting the communities we serve!Join a workplace with a greater purpose.

Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us andapply today.#MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process please email our HR Service Center at .


We hope youre excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.


Required Experience:

Director

Employment Type

Full-Time

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