Private Wealth Director

Northern Trust • Seattle, WA

9d • Onsite

About The Position

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Requirements

• 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
• Series 7 and 63 required

Nice To Haves

• MBA or Post-Graduate Degree preferred
• CFP, CPA, CFA, CTFA, CFM certificate preferred

Responsibilities

• Cultivates and manages deep, long-term relationships with clients, serving as the central point of contact and helping navigate complex financial needs.
• Develops referrals and leads from internal and external sources including centers of influence working with clients.
• Understands each client’s unique family dynamics, financial goals, and philanthropic aspirations.
• Works with team of experts to develop and implement customized Wealth Management strategies for 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 client needs.
• Brings in experts, when appropriate, and closes the sales.
• Ensures smooth delivery of new services and communicates emerging needs.
• Incorporates digital solutions and capabilities to enhance the client experience.

Benefits

• 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
• other voluntary and well-being benefits
• discretionary bonus program that may include an equity component

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree