Director II, Family Office Solutions
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Job Location:
Houston, MS - USA
Monthly Salary:
Not Disclosed
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.
Overview
The Director II Family Office Solutions leads and cultivates complex Ultra High Net Worth (UHNW) client relationships. This role serves as a trusted strategic advisor and coordinator across all aspects of Wealth Management helping UHNW clients navigate complex financial needs. The Director Family Office Solutions drives organic growth through client retention relationship expansion and the sourcing of new client relationships.
What Youll Do
- Cultivate and manage deep long-term relationships with Ultra-High Net Worth (UHNW) clients serving as the central point of contact and trusted advisor for complex financial needs.
- Develop referrals and leads from internal and external sources including centers of influence working with UHNW clients.
- Understand each clients unique family dynamics financial goals and philanthropic aspirations.
- Partner with a team of experts to develop and implement customized wealth management strategies for UHNW clients.
- Orchestrate specialists to provide 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 accounts to determine the banking investment and advisory needs of clients; 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 UHNW client needs.
- Engage subject-matter experts when appropriate and close deals.
- 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
- Extensive and specialized understanding of wealth management principles including investment tax planning estate planning and family governance
- Experience with executing and implementing across multiple disciplines as well as synthesizing complex information
- Outstanding communication skills with the ability to translate technical concepts for various audiences
- Strong relationship management capabilities and high emotional intelligence
- Exceptional interpersonal verbal written and presentation skills with the ability to influence and negotiate
Experience
- Degree or equivalent in a relevant field (Business Administration Finance Economics)
- 15 years of industry experience including significant experience in relationship management portfolio management and/or sales specifically with UHNW clients
- MBA or post-graduate degree preferred
- CFP CPA CFA CTFA CFM certificate preferred
- Series 7 and 63
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
- Organizational Management
- Presentation Skills
- Agile
- SAFe
- AWS
- Solution Architecture
- Conflict Management
- Data Management
- Scrum
- Team Management
- Pre-sales
- Management Consulting
