FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Director, Family Office Solutions
Northern TrustDirector of Family Office Solutions at Northern Trust engaging UHNW clients and overseeing wealth management strategies. Driving organic growth through relationship expansion and sourcing new clients.
About the role
Key responsibilities & impact- Cultivate and manage relationships with Ultra-High Net Worth (UHNW) clients
- Develop referrals and leads from internal and external sources
- Partner with a team of experts to implement wealth management strategies
- Review accounts to enhance client relationships
- Contribute to organic growth by sourcing new relationships
- Ensure smooth delivery of services and communicate emerging client needs
- Incorporate digital solutions to enhance client experience
Requirements
What you’ll need- Extensive and specialized understanding of wealth management principles
- 7-10 years of industry experience
- Strong relationship management capabilities
- Communication skills to translate technical concepts
- Degree or equivalent in a relevant field
- MBA or post-graduate degree preferred
- CFP, CPA, CFA, CTFA, CFM certificate preferred
- Series 7 and 63
Benefits
Comp & perks- Reasonable accommodations for individuals with disabilities
- Flexible and collaborative work culture
- Encouragement for movement within the organization
- Commitment to assisting communities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
wealth management principlesrelationship management
Soft Skills
communication skills
Certifications
CFPCPACFACTFACFMSeries 7Series 63