Private Wealth Director
$236,555–$414,115 year
On-site · San Francisco, California, United States
Job Summary
The Private Wealth Director at Northern Trust will cultivate and manage long-term client relationships, addressing complex financial needs and working closely with a team of experts to develop tailored Wealth Management strategies. Key responsibilities include developing referrals, understanding client dynamics, creating tailored meeting agendas, and orchestrating specialists to provide comprehensive financial services. Ideal candidates will have outstanding communication skills, strong relationship management capabilities, and extensive industry experience with a focus on wealth management principles.
Required Qualifications
- Degree or equivalent in a relevant field (Business Administration, Finance, Economics)
- 10 - 15 years industry experience, including significant experience in relationship management and portfolio management
- Series 7 and 63 required
Desired Qualifications
- MBA or Post-Graduate Degree preferred
- CFP, CPA, CFA, CTFA, CFM certificate preferred
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