Director, Family Office Solutions

About the role

Northern Trust, a Fortune 500 company founded in 1889, is a global financial institution known for its award-winning services and commitment to integrity. The company provides innovative financial services and guidance to the world's most successful individuals, families, and institutions.

What You’ll Do

• Cultivate and manage deep, long-term relationships with Ultra-High Net Worth (UHNW) clients, serving as the central point of contact and trusted advisor for complex financial needs.
• Develop referrals and leads from internal and external sources, including centers of influence working with UHNW clients.
• Understand each client’s unique family dynamics, financial goals, and philanthropic aspirations.
• Partner with a team of experts to develop and implement customized wealth management strategies for UHNW clients.
• Orchestrate specialists to provide holistic financial services, including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.
• Develop tailored meeting agendas, presentations, and relationship timelines that provide proactive, targeted advice aligned to short-, medium-, and long-term client goals.
• Review accounts to determine the banking, investment, and advisory needs of clients; anticipate and create opportunities to enhance client relationships.
• Contribute to organic growth by expanding existing client relationships and sourcing new ones.
• Actively participate in the development of new and integrated solutions to meet UHNW client needs.
• Engage subject-matter experts, when appropriate, and close deals.
• Ensure smooth delivery of new services and communicate emerging client needs.
• Incorporate digital solutions and capabilities to enhance the overall client experience.

What Will Make You Successful in the Role

• Extensive and specialized understanding of wealth management principles including investment, tax planning, estate planning, and family governance.
• Experience with executing and implementing across multiple disciplines, as well as synthesizing complex information.
• Outstanding communication skills with the ability to translate technical concepts for various audiences.
• Strong relationship management capabilities and high emotional intelligence.
• Exceptional interpersonal, verbal, written, and presentation skills with the ability to influence and negotiate.

Requirements

• Degree or equivalent in a relevant field (Business Administration, Finance, Economics).
• 7-10 years of industry experience, including significant experience in relationship management, portfolio management, and/or sales specifically with UHNW clients.
• MBA or post-graduate degree preferred.
• CFP, CPA, CFA, CTFA, CFM certificate preferred.
• Series 7 and 63.