Sr. Managing Director - Greenwich, Wealth Management

Northern Trust • Greenwich, CT

12d

About The Position

This is a high-impact leadership opportunity for a seasoned executive to oversee and grow a large, fast-growing market. This opportunity will be the market lead for our Greenwich office. The ideal candidate will bring deep expertise in investment management, trust and estate planning, private/business banking, and financial consulting—while leading a multi-disciplinary team focused on ultra-high-net-worth (UHNW) clients. This role is externally focused, entrepreneurial in spirit, and part of a nimble, fast-moving region identified as a strategic priority by the Business Unit. This is an opportunity to operate within a 135-year-old fiduciary institution with deep capabilities, while enjoying the agility and entrepreneurial energy of a smaller, growth-mode office.

Requirements

• Bachelor’s degree required; advanced degree or relevant industry certifications preferred.
• Minimum 10+ years of leadership experience in wealth management or related financial services.
• Proven ability to lead through subordinate managers and develop long-term functional strategies.
• Strong organizational, strategic planning, and communication skills.
• Demonstrated success in managing large teams and complex business segments.

Responsibilities

• Lead and direct all activities in our Greenwich office, ensuring alignment with corporate strategy and objectives.
• Manage a multi-disciplinary team of wealth advisors, banking and tax professionals, and trust experts delivering bespoke Family Office solutions to complex UHNW families.
• Develop and execute strategic plans that support business unit goals and drive market growth, including emerging and expansion markets.
• Oversee financial planning, pricing strategies, and capital/expense budgeting.
• Champion client service excellence, monitor retention and relationship expansion, and personally address complex or sensitive client needs.
• Identify opportunities for market expansion, set sales goals, and participate in strategic presentations and acquisition initiatives.
• Resolve highly complex business challenges using advanced critical thinking and commercial insight.
• Provide guidance and mentorship to managers and staff, fostering a culture of accountability and career development.
• Apply broad industry knowledge and functional expertise to drive long-term planning and profitability.
• Collaborate and negotiate with senior leaders across the organization to influence business outcomes.

Benefits

• Northern Trust provides a comprehensive benefits package including 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, and other voluntary and well-being benefits.
• Northern Trust also provides a discretionary bonus program that may include an equity component.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Number of Employees: 501-1,000 employees