Private Wealth Director

NRT (National Revenue Tax)

New York, NY, United States
Base: $236,555 - 414,115 usd; bonus/equity: discre...
Wealth management expertise
Client relationship management
Portfolio management experience
Northern Trust is a Fortune 500 company with over 130 years of financial experience serving sophisticated clients worldwide

Job Summary

  • Northern Trust is a Fortune 500 company with over 130 years of financial experience serving sophisticated clients worldwide.
  • The Private Wealth Director role involves leading client relationships, orchestrating specialists for holistic financial services, and driving organic growth through retention and new sourcing.
  • Northern Trust offers a comprehensive benefits package including retirement, health, paid time off, and a discretionary bonus program with potential equity components.

Matching Summary

Northern Trust is a Fortune 500 company with over 130 years of financial experience serving sophisticated clients worldwide.

Salary

Base: $236,555 - 414,115 USD; Bonus/Equity: Discretionary bonus program may include equity component; Benefits: Comprehensive benefits including retirement, health, paid time off, and more

Skills & Requirements

Must-have

  • Wealth Management expertise
  • Client relationship management
  • Portfolio management experience
  • Cross-disciplinary collaboration
  • Financial strategy development
  • Sales and business growth
  • Use of digital financial solutions

Nice-to-have

  • High emotional intelligence
  • Strong presentation skills
  • Ability to influence and negotiate
  • Collaborative work culture
  • Flexibility in work arrangements

Key Requirements

  • 10-15 years industry experience
  • Degree in Business Administration, Finance, or Economics
  • MBA or Post-Graduate Degree preferred
  • CFP, CPA, CFA, CTFA, CFM certifications preferred
  • Series 7 and 63 licenses required
  • Broad understanding of wealth management principles

Work Rights

Not specified

Tailored Resume

Cover Letter