10 matching jobs for “Private Wealth Director”

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Exact titles rank first, then title variations and keywords in descriptions. These labels aren't qualification scores. Without keywords, recently added jobs appear first.

Northern Trust

Private Wealth Director

New York City, New York, United States

Full time
Regular

Pay posted by employer$236,555–$414,115 USD

… partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Private Wealth Director The Private Wealth Director leads and cultivates client relationships for Wealth Advisory and Private …

Added Oct 16, 2026

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Northern Trust

Private Wealth Director

Los Angeles, California, United States

Full time
Regular

Pay posted by employer$236,555–$414,115 USD

… goals, and philanthropic aspirations. 4. Works with team of experts to develop and implement customized Wealth Management strategies for clients. 5. Orchestrates specialists to provide holistic financial services …

Added Oct 16, 2026

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Northern Trust

Private Wealth Director

San Diego, California, United States +1 location 2 postings

Full time
Regular

Pay posted by employer$236,555–$414,115 USD

Added Oct 16, 2026

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Northern Trust

Manager, Private Equity Accounting

Luxembourg, Luxembourg

Full time
Regular

… provision of information for tax reporting purposes and ad-hoc reporting for entities administered by the Private Equity department in a timely, efficient and accurate manner adhering to the highest standards. The key …

Added Oct 22, 2026

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Northern Trust

Specialist, Goals Driven Wealth Management

Los Angeles, California, United States +3 locations

Full time
Regular

Pay posted by employer$131,675–$223,905 USD

The Regional Director is responsible for supporting the growth and success of Advisory, Investment, Banking and Sales partners by …

Added Oct 18, 2026

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Northern Trust

Sr Managing Director

Newport Beach, California, United States

Full time
Regular

Pay posted by employer$236,555–$414,115 USD

An exciting opportunity is now available for a dynamic market leader to lead our Wealth Management business in the Orange County region. The ideal candidate will lead a talented team of experts …

Added Oct 16, 2026

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Northern Trust

Director of Client Development - Global Family Office (GFO)

Miami, Florida, United States +1 location

Regular

Pay posted by employer$130,530–$228,380 USD

… sales goals with manager based on sales history and product knowledge. Assists the GFO Regional Managing Director with market strategy, competitor analysis and other development needs. Represents Northern Trust’s Global …

Added Oct 16, 2026

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Northern Trust

Director of Client Development, Global Family Office

Singapore, Singapore

Full time
Regular

… sales and (or) relationship management. Prior experience in working with Single Family Offices, Private Trust Company, Private Investment Office prospects/clients preferred. Working with Us As a Northern Trust …

Added Oct 19, 2026

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Northern Trust

Practice Leader, Family Business Group

Chicago, Illinois, United States

Full time
Regular

Pay posted by employer$171,700–$300,500 USD

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud …

Added Oct 16, 2026

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Northern Trust

Senior Analyst, Board Servicing

Saint Peter Port, Guernsey

Full time
Regular

… professional, effective, high quality corporate secretarial and statutory services in relation to a large private equity fund and fiduciary company secretarial and general governance matters, plus providing a technical …

Added Oct 16, 2026

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Northern Trust

Private Wealth Director

New York City, New York, United States

Full time
Regular

Pay posted by employer$236,555–$414,115 USD

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Qualifications · employer excerpt

10 - 15 years industry experience, including significant experience in relationship management and portfolio management
Degree or equivalent in a relevant field (Business Administration, Finance, Economics)MBA or Post-Graduate Degree preferred
CFP, CPA, CFA, CTFA, CFM certificate preferred
Series 7 and 63 required
Broad understanding of Wealth Management principles including investment, tax planning, estate planning, and family governance

4 more in the full description below.

About this opportunity

Original employer description

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Private Wealth Director

The Private Wealth Director leads and cultivates client relationships for Wealth Advisory and Private Client Advisory segments. Serves as a trusted, strategic advisor and coordinator across all aspects of Wealth Management for clients. Drives organic growth through client retention and expansion and sourcing new relationships.

Cultivates and manages deep, long-term relationships with clients, serving as the central point of contact and helping navigate complex financial needs.
Develops referrals and leads from internal and external sources including centers of influence working with clients.
Understands each client’s unique family dynamics, financial goals, and philanthropic aspirations.
Works with team of experts to develop and implement customized Wealth Management strategies for clients.
Orchestrates specialists to provide holistic financial services including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.
Develops tailored meeting agendas and presentations with proactive, targeted advice and a relationship timeline to fulfill client goals in the short, medium and long term.
Reviews accounts to determine the banking, investment and advisory needs of clients; anticipates and creates opportunities for enhancing client relationships.
Contributes to organic growth by expanding current relationships and sourcing new ones.
Actively participates in the development of new and integrated solutions to meet client needs.
Bring in experts, when appropriate, and close the sales.
Ensure smooth delivery of new services and communicate emerging needs.
Incorporates digital solutions and capabilities to enhance the client experience.

Qualifications

10 - 15 years industry experience, including significant experience in relationship management and portfolio management
Degree or equivalent in a relevant field (Business Administration, Finance, Economics)
MBA or Post-Graduate Degree preferred
CFP, CPA, CFA, CTFA, CFM certificate preferred
Series 7 and 63 required
Broad understanding of Wealth Management principles including investment, tax planning, estate planning, and family governance
Proven ability to work across multiple disciplines and synthesize complex information
Outstanding communication skills with ability to translate technical concepts for various audiences
Strong relationship management capabilities and high emotional intelligence
Exceptional interpersonal, verbal, written, and presentation skills with ability to influence and negotiate

Salary Range:

$236,555 - 414,115 USD

Salary range is a good faith estimate of base pay. 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.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected].

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Why this result? · Employer labels

Exact title match

Full time
Regular
Trust & Advisory - Planning
Wealth Management

Location reference: GeoNames (CC BY 4.0), normalized by Referizz.