Regional Director, Goals Driven Wealth Management

Key Responsibilities

• Conduct one-on-one and team coaching sessions to enhance advisor skills in communication, client acquisition, and retention, while fostering behaviors that support continuous growth.
• Act as the primary stakeholder for the execution and adoption of GDWM and the GPS platform in the region of coverage by obtaining an in-depth knowledge of business unit/function and obtaining a subject matter expertise in GDWM and the GPS platform (including Pacing Model and other features agnostic to GDWM).
• Assist advisors in implementing effective prospecting and consultative revenue-generating techniques to expand their practice and embrace a growth mindset.
• Lead workshops on topics such as client relationship management, goal-setting, and business development strategies that encourage behavioral change.
• Track advisor progress against development plans and provide actionable feedback to reinforce desired behaviors and outcomes.
• Partner with leadership to embed growth-oriented behaviors into team practices and development programs.
• Support delivery of our wealth management value proposition thru digital capabilities in GPS and Private Passport.
• Create and maintain training materials, playbooks, and best-practice guides that support behavioral change and advisor success.
• Proactively gather and share insights from key stakeholders to inform and refine ongoing process improvements and digital solutions.
• Highlight and elevate advisor success stories for broader visibility across the Practice.

Qualifications

• Bachelor’s degree in Finance, Business, Marketing, or related field.
• 5+ years of experience in wealth management, financial advisory, or sales coaching.
• Proven ability to influence and drive behavioral change within teams.
• Excellent communication, presentation, and interpersonal skills.
• Experience in training or coaching roles within financial services preferred.

Success Metrics

• Improvement in advisor KPIs (conversion rates, client retention, AUM growth).
• Positive feedback scores from coaching sessions.
• Increased adoption of growth-oriented behaviors across advisor teams.

Benefits

Salary Range: $114,500 - 194,700 USD
Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits.
Northern Trust also provides a discretionary bonus program that may include an equity component.