Private Wealth Director

NRT (National Revenue Tax)

Houston, TX, US
Wealth management expertise
Client relationship management
Financial strategy development
The Private Wealth Director leads and cultivates client relationships across the Wealth Advisory and Private Client Advisory segments, serving as a trusted, strategic advisor

Job Summary

  • The Private Wealth Director leads and cultivates client relationships across the Wealth Advisory and Private Client Advisory segments, serving as a trusted, strategic advisor.
  • This role drives organic growth through client retention, relationship expansion, and sourcing new client relationships while partnering with experts to deliver holistic financial services.
  • Northern Trust offers a flexible and collaborative work culture with financial strength and stability, encouraging internal movement and accessibility to senior leaders.

Matching Summary

The Private Wealth Director leads and cultivates client relationships across the Wealth Advisory and Private Client Advisory segments, serving as a trusted, strategic advisor.

Skills & Requirements

Must-have

  • Wealth Management expertise
  • Client relationship management
  • Financial strategy development
  • Cross-disciplinary collaboration
  • Digital solutions integration
  • Sales opportunity closing

Nice-to-have

  • High emotional intelligence
  • Strong communication skills
  • Collaborative work culture
  • Flexible working environment

Key Requirements

  • Bachelor’s degree or equivalent
  • 10–15 years industry experience
  • Series 7 and 63 licenses required
  • Professional certifications preferred
  • MBA or post-graduate degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter