Northern Trust · 16 hours ago
Private Wealth Director
San Francisco, CA
Full-time
Onsite
Senior Level, Lead/Staff
$237K/yr - $414K/yr
10+ years expNorthern Trust is a globally recognized financial institution that provides innovative financial services and guidance to successful individuals and institutions. The Private Wealth Director is responsible for managing client relationships and developing customized wealth management strategies to meet clients' financial needs.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
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 the 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
Brings in experts, when appropriate, and closes the sales
Ensures smooth delivery of new services and communicates emerging needs
Incorporates digital solutions and capabilities to enhance the client experience
Qualification
Required
Degree or equivalent in a relevant field (Business Administration, Finance, Economics)
10 - 15 years industry experience, including significant experience in relationship management and portfolio management
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
Preferred
MBA or Post-Graduate Degree preferred
CFP, CPA, CFA, CTFA, CFM certificate preferred
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
2026-01-23
2026-01-22
Company data provided by crunchbase