Private Wealth Director
Northern Trust
full-time
Posted on:
Location Type: Office
Location: Houston • Texas • United States
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Job Level
About the role
- 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.
Requirements
- 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
- MBA or post-graduate degree preferred
- Professional certifications preferred (CFP, CPA, CFA, CTFA, CFM)
- Series 7 and 63 licenses required
Benefits
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
wealth managementportfolio managementfinancial analysistax servicesasset managementcredit facilitiesbankingbudgetingcharitable givingwealth structuring
Soft Skills
relationship managementcommunicationclient engagementstrategic thinkingproblem-solvingteam collaborationadvisory skillsclient needs assessmentpresentation skillsorganic growth
Certifications
CFPCPACFACTFACFMSeries 7Series 63MBApost-graduate degreeBachelor's degree