The Director II, Family Office Solutions leads and cultivates complex Ultra High Net Worth client relationships serving as a trusted strategic advisor across all aspects of Wealth Management
Job Summary
The Director II, Family Office Solutions leads and cultivates complex Ultra High Net Worth client relationships serving as a trusted strategic advisor across all aspects of Wealth Management.
This role drives organic growth through client retention, relationship expansion, and sourcing new client relationships while partnering with experts to implement customized wealth management strategies.
Northern Trust offers a flexible and collaborative work culture with movement encouraged within the organization and a commitment to community assistance.
Matching Summary
The Director II, Family Office Solutions leads and cultivates complex Ultra High Net Worth client relationships serving as a trusted strategic advisor across all aspects of Wealth Management.
Skills & Requirements
Must-have
Ultra High Net Worth client management
Wealth management strategy development
Relationship expansion and client retention
Cross-disciplinary financial coordination
Complex financial needs advisory
Nice-to-have
High emotional intelligence
Strong communication and negotiation skills
Collaborative and flexible work culture
Use of digital client experience solutions
Key Requirements
15+ years industry experience
Experience with UHNW client relationship management
Degree in Business Administration, Finance, or Economics