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Regional Director, Wealth Management
Northern TrustRegional Director coaching advisory and sales partners for growth in wealth management. Providing training and support for client engagement and behavior change with a focus on exceptional service delivery.
Posted 7/6/2026full-timeChicago • Florida, Illinois • 🇺🇸 United StatesLead💰 $114,500 - $194,700 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 topics such as client relationship management, goal-setting, and business development strategies
- Track advisor progress against development plans and provide actionable feedback
- Partner with leadership to embed growth-oriented behaviors into team practices
- Support delivery of wealth management value proposition thru digital capabilities in GPS and Private Passport
- Create and maintain training materials, playbooks, and best-practice guides
- Proactively gather and share insights from key stakeholders to inform ongoing process improvements
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
Financial AdvisorySales CoachingProspecting TechniquesConsultative SellingBusiness Development Strategies
Soft Skills
Interpersonal SkillsPresentation SkillsInfluencing Skills