Private Wealth Director

Northern Trust

New York, NY, United States
Base: $236,555 - 414,115 usd; bonus/equity: not sp...
Relationship management
Portfolio management
Wealth structuring
The Private Wealth Director leads and cultivates client relationships for Wealth Advisory and Private Client Advisory segments

Job Summary

  • The Private Wealth Director leads and cultivates client relationships for Wealth Advisory and Private Client Advisory segments.
  • Develops tailored meeting agendas and presentations with proactive, targeted advice to fulfill client goals.
  • Northern Trust provides a comprehensive benefits package including retirement benefits and health and welfare benefits.

Matching Summary

The Private Wealth Director leads and cultivates client relationships for Wealth Advisory and Private Client Advisory segments.

Salary

Base: $236,555 - 414,115 USD; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • relationship management
  • portfolio management
  • wealth structuring

Nice-to-have

  • high emotional intelligence
  • strong communication skills
  • collaborative work culture

Key Requirements

  • 10 - 15 years industry experience
  • MBA or Post-Graduate Degree preferred
  • Series 7 and 63 required

Work Rights

Not specified

Tailored Resume

Cover Letter