Private Wealth Director

San Francisco, CA - USA

Monthly Salary: $ 236555 - 414115

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

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.

1. Cultivates and manages deep long-term relationships with clients serving as the central point of contact and helping navigate complex financial needs.

2. Develops referrals and leads from internal and external sources including centers of influence working with clients.

3. Understands each clients unique family dynamics financial goals and philanthropic aspirations.

4. Works with team of experts to develop and implement customized Wealth Management strategies for clients.

5. Orchestrates specialists to provide holistic financial services including wealth structuring credit facilities banking asset management budgeting insurance charitable giving wealth transfer and tax services.

6. Develops tailored meeting agendas and presentations with proactive targeted advice and a relationship timeline to fulfill client goals in the short medium and long term.

7. Reviews accounts to determine the banking investment and advisory needs of clients; anticipates and creates opportunities for enhancing the client relationships.

8. Contributes to organic growth by expanding current relationships and sourcing new ones.

9. Actively participates in the development of new and integrated solutions to meet client needs.

10. Brings in experts when appropriate and closes the sales.

11. Ensures smooth delivery of new services and communicates emerging needs.

12. Incorporates digital solutions and capabilities to enhance the client experience.

Knowledge:
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 with ability to translate technical concepts for various audiences
Strong relationship management capabilities and high emotional intelligence
Exceptional interpersonal verbal written and presentation skills with ability to influence and negotiate

Experience:
Degree or equivalent in a relevant field (Business Administration Finance Economics)
10 - 15 years industry experience including significant experience in relationship management and portfolio management
MBA or Post-Graduate Degree preferred
CFP CPA CFA CTFA CFM certificate preferred
Series 7 and 63 required

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

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...