Private Wealth Director

Northern Trust

San Francisco, CA, United States
Base: $236,555 - 414,115 usd; bonus/equity: not sp...
Relationship management
Wealth structuring
Investment and tax planning
Northern Trust provides innovative financial services and guidance to successful individuals and institutions

Job Summary

  • Northern Trust provides innovative financial services and guidance to successful individuals and institutions.
  • The role involves cultivating long-term client relationships and developing customized wealth management strategies.
  • Employees enjoy a comprehensive benefits package and a commitment to community service.

Matching Summary

Northern Trust provides innovative financial services and guidance to successful individuals and institutions.

Salary

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

Skills & Requirements

Must-have

  • relationship management
  • wealth structuring
  • investment and tax planning

Nice-to-have

  • high emotional intelligence
  • flexible work culture
  • collaborative team environment

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