Northern Trust · 23 hours ago
Sr. Managing Director/Wealth Management - New York
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$237K/yr - $414K/yr
10+ years expNorthern Trust is a globally recognized financial institution providing innovative services to successful individuals and institutions. The Sr. Managing Director will lead a multi-disciplinary team focused on ultra-high-net-worth clients, driving market growth and ensuring client service excellence.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Lead and direct all activities across assigned offices or locations, ensuring alignment with corporate strategy and objectives
Manage a multi-disciplinary team of wealth advisors, banking and tax professionals, and trust experts delivering bespoke Family Office solutions to complex UHNW families
Develop and execute strategic plans that support business unit goals and drive market growth, including emerging and expansion markets
Oversee financial planning, pricing strategies, and capital/expense budgeting
Champion client service excellence, monitor retention and relationship expansion, and personally address complex or sensitive client needs
Identify opportunities for market expansion, set sales goals, and participate in strategic presentations and acquisition initiatives
Resolve highly complex business challenges using advanced critical thinking and commercial insight
Provide guidance and mentorship to managers and staff, fostering a culture of accountability and career development
Apply broad industry knowledge and functional expertise to drive long-term planning and profitability
Collaborate and negotiate with senior leaders across the organization to influence business outcomes
Qualification
Required
Bachelor's degree required
Minimum 10+ years of leadership experience in wealth management or related financial services
Proven ability to lead through subordinate managers and develop long-term functional strategies
Strong organizational, strategic planning, and communication skills
Demonstrated success in managing large teams and complex business segments
Preferred
advanced degree or relevant industry certifications
Benefits
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
Other voluntary and well-being benefits
Discretionary bonus program that may include an equity component
Company
Northern Trust
Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking.
10001+ employees
H1B Sponsorship
Northern Trust has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (180)
2024 (203)
2023 (102)
2022 (74)
2021 (298)
2020 (83)
Funding
Current Stage
Public CompanyTotal Funding
$1.25B2025-11-20Post Ipo Debt· $1.25B
1978-01-13IPO
Leadership Team
Michael O'Grady
President, Chief Executive Officer & Director
Peter Cherecwich
Chief Operating Officer
Recent News
Business Wire
2026-01-16
2026-01-16
Business Wire
2025-12-18
Company data provided by crunchbase