Private Wealth Director

Northern Trust • Fort Worth, TX

23h

About The Position

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 world’s 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 22,000 partners, we serve the world’s 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 You’ll 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 client’s 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 Bachelor’s degree or equivalent in a relevant field (Business Administration, Finance, Economics) 10–15 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. We’d love to learn more about how your interests and experience could be a fit with one of the world’s 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 [email protected]. We hope you’re 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. Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies. Terms and Conditions Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information. APAC/INDIA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development. Canada EEO STATEMENT Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance. EMEA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development. USA EEO STATEMENT It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S.)

Requirements

• 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
• Bachelor’s degree or equivalent in a relevant field (Business Administration, Finance, Economics)
• 10–15 years of industry experience, including significant experience in relationship management and portfolio management
• Series 7 and 63 licenses required

Nice To Haves

• MBA or post-graduate degree preferred
• Professional certifications preferred (CFP, CPA, CFA, CTFA, CFM)

Responsibilities

• 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 client’s 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 This Job Offers

• Job Type: Full-time
• Career Level: Director