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Regional Director
Northern TrustRegional Director supporting growth and success of Advisory, Investment, Banking, and Sales partners at Northern Trust. Focus on coaching, training, and relationship management to enhance client engagement and sales effectiveness.
Posted 6/26/2026full-timeHouston • Illinois, Texas • 🇺🇸 United StatesLead💰 $108,775 - $184,965 per yearWebsite
About the role
Key responsibilities & impact- Conduct one-on-one and team coaching sessions to enhance advisor skills in communication, client acquisition, and retention
- Act as the primary stakeholder for the execution and adoption of GDWM and the GPS platform in the region of coverage
- Assist advisors in implementing effective prospecting and consultative revenue-generating techniques
- Lead workshops on client relationship management, goal-setting, and business development strategies that encourage behavioral change
- Track advisor progress against development plans and provide actionable feedback
- Partner with leadership to embed growth-oriented behaviors into team practices and development programs
- Support delivery of our wealth management value proposition thru digital capabilities in GPS and Private Passport
- Create and maintain training materials, playbooks, and best-practice guides
Requirements
What you’ll need- Bachelor’s degree in Finance, Business, Marketing, or related field
- 5+ years of experience in wealth management, financial advisory, or sales coaching
- Proven ability to influence and drive behavioral change within teams
- Excellent communication, presentation, and interpersonal skills
- Experience in training or coaching roles within financial services preferred
Benefits
Comp & perks- retirement benefits (401k and pension)
- health and welfare benefits (medical, dental, vision, spending accounts and disability)
- paid time off
- parental and caregiver leave
- life & accident insurance
- other voluntary and well-being benefits
- discretionary bonus program that may include an equity component
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
coachingclient acquisitionclient retentionprospecting techniquesconsultative techniquesbusiness development strategiesbehavioral changetraining material creationdevelopment plans tracking
Soft Skills
communication skillspresentation skillsinterpersonal skillsinfluencing skillsfeedback provisionteam collaborationleadership partnershipgrowth-oriented mindset