Private Wealth Director
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Job Location:
Houston, MS - USA
Monthly Salary:
Not Disclosed
Posted on:
22 hours ago
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.
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. As a Private Wealth Director in Texas you will be based in our Houston Austin Dallas or Fort Worth office.
What Youll Do
- Cultivate and manage deep long-term relationships with clients serving as the central point of contact and trusted advisor for complex financial needs.
- Develop referrals and new business leads from internal and external sources including centers of influence working with clients.
- Build a strong understanding of each clients unique family dynamics financial goals and philanthropic aspirations.
- Partner with a team of experts to develop and implement customized Wealth Management strategies.
- Orchestrate specialists to deliver holistic financial services including wealth structuring credit facilities banking asset management budgeting insurance charitable giving wealth transfer and tax services.
- Develop tailored meeting agendas presentations and relationship timelines that provide proactive targeted advice aligned to short- medium- and long-term client goals.
- Review client accounts to assess banking investment and advisory needs; anticipate and create opportunities to enhance client relationships.
- Contribute to organic growth by expanding existing client relationships and sourcing new ones.
- Actively 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.
What Will Make You Successful in the Role
Knowledge
- Broad understanding of Wealth Management principles including investment management tax planning estate planning and family governance
- Proven ability to work across multiple disciplines and synthesize complex financial information
- Outstanding communication skills with the ability to translate technical concepts for a variety of audiences
- Strong relationship management capabilities and high emotional intelligence
- Exceptional interpersonal verbal written and presentation skills with the ability to influence and negotiate effectively
Experience
- Bachelors degree or equivalent in a relevant field (Business Administration Finance Economics)
- 1015 years of industry experience including significant experience in relationship management and portfolio management
- MBA or post-graduate degree preferred
- Professional certifications preferred (CFP CPA CFA CTFA CFM)
- Series 7 and 63 licenses required
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 and apply 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
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
