Senior Managing Director

Northern TrustTampa, FL
13d

About The Position

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 Senior Managing Director is responsible for the overall strategic leadership, performance, and growth of the Tampa Bay market. This executive role oversees all regional office operations, drives revenue growth, and ensures an exceptional client experience aligned with Northern Trust’s high standards. The position plays a critical role in market expansion, client retention, team development, and cross-functional collaboration.

Requirements

  • Bachelor’s degree required; MBA or advanced degree preferred.
  • Minimum of 10–15 years of progressive leadership experience in wealth management, private banking, or financial services.
  • Proven track record of managing high-performing teams and driving growth in a competitive market.
  • Deep knowledge of business strategy, financial planning, and client relationship management.
  • Strong communication and interpersonal skills with the ability to lead across functions and influence senior stakeholders.

Responsibilities

  • Lead, plan, and direct all business activities across the Tampa office and surrounding markets, ensuring alignment with corporate goals.
  • Define and execute strategic plans, objectives, and revenue targets to drive market growth and profitability.
  • Maintain strict adherence to corporate policies, regulatory compliance, and risk management protocols.
  • Oversee client relationship strategy, including retention initiatives and the expansion of services to high-value clients.
  • Direct all financial planning and budget management, including pricing strategies and capital allocation.
  • Drive new business development by identifying growth opportunities, leading sales efforts, and cultivating strategic partnerships.
  • Represent Northern Trust in the community, engaging in philanthropic and business development initiatives to enhance brand visibility.
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