Regional Director, GDWM

Northern Trust • Houston, TX

48d

About The Position

The Regional Director is responsible for supporting the growth and success of Advisory, Investment, Banking and Sales partners by providing coaching, training, and guidance on client engagement, relationship management, and sales effectiveness. This role focuses on driving behavior change to promote a growth-oriented culture, helping advisors adopt best practices that lead to stronger client relationships, improved prospecting strategies, and exceptional service delivery.

Requirements

• Bachelor’s degree in Finance, Business, Marketing, or related field.
• 5+ years of experience in wealth management, financial advisory, or sales coaching.
• Proven ability to influence and drive behavioral change within teams.
• Excellent communication, presentation, and interpersonal skills.

Nice To Haves

• Experience in training or coaching roles within financial services preferred.

Responsibilities

• Conduct one-on-one and team coaching sessions to enhance advisor skills in communication, client acquisition, and retention, while fostering behaviors that support continuous growth.
• Act as the primary stakeholder for the execution and adoption of GDWM and the GPS platform in the region of coverage by obtaining an in-depth knowledge of business unit/function and obtaining a subject matter expertise in GDWM and the GPS platform (including Pacing Model and other features agnostic to GDWM).
• Assist advisors in implementing effective prospecting and consultative revenue-generating techniques to expand their practice and embrace a growth mindset.
• Lead workshops on topics such as client relationship management, goal-setting, and business development strategies that encourage behavioral change.
• Track advisor progress against development plans and provide actionable feedback to reinforce desired behaviors and outcomes.
• Partner with leadership to embed growth-oriented behaviors into team practices and development programs.
• Support delivery of our wealth management value proposition thru digital capabilities in GPS and Private Passport.
• Create and maintain training materials, playbooks, and best-practice guides that support behavioral change and advisor success.
• Proactively gather and share insights from key stakeholders to inform and refine ongoing process improvements and digital solutions.
• Highlight and elevate advisor success stories for broader visibility across the Practice.

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