Private Wealth Director

Northern Trust•Atlanta, GA

1d•Onsite

About The Position

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.

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.