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Director, Family Office Solutions
Northern Trust. Cultivate and manage relationships with Ultra-High Net Worth (UHNW) 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