Jobs via eFinancialCareers ยท 1 day ago
Sr. Managing Director - Greenwich, Wealth Management
Greenwich, CT
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 oversee the Greenwich office, managing a multi-disciplinary team and driving strategic plans to support market growth and client service excellence.
Financial Services
Responsibilities
Lead and direct all activities in our Greenwich office, 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; advanced degree or relevant industry certifications preferred
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
Jobs via eFinancialCareers
The space to inspire and grow exceptional careers in financial services and tech.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase