Private Wealth Director
Northern Trust(28 days ago)
About this role
A Senior Wealth Management professional at Northern Trust serving high-net-worth individuals, families, and institutions. The role focuses on delivering holistic wealth solutions by leveraging the firm's expertise, specialists, and technology to support clients' long-term financial and legacy goals. It operates within Northern Trust's Private Wealth/Wealth Management business.
Required Skills
- Relationship Management
- Portfolio Management
- Wealth Structuring
- Tax Planning
- Estate Planning
- Family Governance
- Client Acquisition
- Communication
- Presentation Skills
- Negotiation
+2 more
Qualifications
- Degree in Relevant Field
- MBA (Preferred)
- CFP (Preferred)
- CPA (Preferred)
- CFA (Preferred)
- CTFA (Preferred)
- CFM (Preferred)
- Series 7
- Series 63
About Northern Trust
northerntrust.comGuided by founding principles of service, expertise and integrity, our experts help the world’s most successful individuals, families and institutions achieve their goals.
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