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 is a globally recognized financial institution committed to providing innovative financial services

Job Summary

  • Northern Trust is a globally recognized financial institution committed to providing innovative financial services.
  • The Private Wealth Director cultivates deep relationships with clients to navigate complex financial needs.
  • The role offers a comprehensive benefits package and encourages movement within the organization.

Matching Summary

Northern Trust is a globally recognized financial institution committed to providing innovative financial services.

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
  • exceptional interpersonal skills
  • flexible 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