Northern Trust

Director II – Family Office Solutions

Northern Trust

full-time

Posted on:

Location Type: Office

Location: Houston • Texas • United States

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Job Level

Lead

About the role

  • Cultivate and manage deep, long-term relationships with Ultra-High Net Worth (UHNW) clients
  • Develop referrals and leads from internal and external sources
  • Understand each client’s unique family dynamics, financial goals, and philanthropic aspirations
  • Partner with a team of experts to develop customized wealth management strategies
  • Orchestrate specialists to provide holistic financial services
  • Develop tailored meeting agendas and presentations
  • Review accounts to enhance client relationships
  • Contribute to organic growth and engage subject-matter experts

Requirements

  • 15+ years of industry experience, including significant experience in relationship management, portfolio management, and/or sales specifically with UHNW clients
  • Degree or equivalent in a relevant field (Business Administration, Finance, Economics)
  • MBA or post-graduate degree preferred
  • CFP, CPA, CFA, CTFA, CFM certificate preferred
  • Series 7 and 63
Benefits
  • Health insurance
  • 401(k) matching
  • Paid time off
  • 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
relationship managementportfolio managementsaleswealth management strategiesfinancial services
Soft Skills
client relationship managementcommunicationteam collaborationpresentation skillsstrategic thinking
Certifications
CFPCPACFACTFACFMSeries 7Series 63