Private Wealth Director
Northern Trust(26 days ago)
About this role
A Senior Wealth Management partner at Northern Trust serves as the primary client contact for high-net-worth individuals, families, and institutions, representing the firm in long-term relationships. The role focuses on delivering tailored wealth solutions by leveraging Northern Trust’s expertise, technology, and integrated services to support clients’ financial and legacy goals.
Required Skills
- Relationship Management
- Portfolio Management
- Wealth Structuring
- Asset Management
- Tax Planning
- Estate Planning
- Financial Planning
- Client Communication
- Presentation Skills
- Sales
Qualifications
- Bachelor's Degree
- MBA
- Series 7
- Series 63
- CFP
- CPA
- CFA
- CTFA
- CFM
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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