Director II, Family Office Solutions

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.

DIRECTOR II FAMILY OFFICE SOLUTIONS

Leads and cultivates complex Ultra High Net Worth (UHNW) client relationships. Serves as a trusted strategic advisor and coordinator across all aspects of wealth management for UHNW clients. Drives organic growth through client retention and expansion and sourcing new relationships. Interfaces primarily with C-Suite executives providing create financial solutions to meet their complex needs.

• Cultivates and manages deep long-term relationships with Ultra-High Net Worth (UHNW) clients serving as their central point of contact and helping them navigate their complex financial needs.

• Develop referrals and leads from internal and external sources including centers of influence working with UHNW clients.

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

• Works with team of experts to develop and implement customized wealth management strategies for UHNW clients.

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

• 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.

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

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

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

• Brings in experts when appropriate and closes deals. Ensures smooth delivery of new services and communicates emerging needs.

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

The ideal candidate will benefit from having the following competencies:

• In-depth knowledge of Wealth Planning etc.

• Expertise of the UHNW wealth management industry including competition usually acquired through formal education and experience.

• Knowledge of investments banking trust and financial consulting concepts is necessary to identify cross selling opportunities.

• Skills in negotiation leadership and sales are necessary to develop the client and prospect relationships and a partner network.

• Highly flexible and adaptable to change.

• Interprets internal/external business challenges and recommends best practices to improve products processes or services.

• Communicates difficult concepts and cooperates with others to potentially adopt a different point of view.

• Solid general knowledge of all personal and complex financial planning issues.

• Exceptional interpersonal verbal written and presentation skills with ability to influence and negotiate.

• Demonstrated sales and business acumen.

• Proven track record of building collaborative and long-term relationships

Experience:

• 15 years industry experience including significant experience in relationship management portfolio management and/or sales specifically with UHNW clients.

• Degree or equivalent in a relevant field (Business Administration Finance Economics). MBA or Post-Graduate Degree preferred.

• CFP CPA CFA CTFA CFM certificate preferred.

• FINRA Series 7 66 and Insurance licenses required for position.

Salary Range:

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.