Northern Trust · 9 hours ago
Private Wealth Director
Houston, TX
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expNorthern Trust is a globally recognized financial institution providing innovative financial services to successful individuals and institutions. The Private Wealth Director role involves cultivating client relationships, developing customized wealth management strategies, and driving organic growth through client retention and relationship expansion.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Cultivate and manage deep, long-term relationships with clients, serving as the central point of contact and trusted advisor for complex financial needs
Develop referrals and new business leads from internal and external sources, including centers of influence working with clients
Build a strong understanding of each client’s unique family dynamics, financial goals, and philanthropic aspirations
Partner with a team of experts to develop and implement customized Wealth Management strategies
Orchestrate specialists to deliver holistic financial services, including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services
Develop tailored meeting agendas, presentations, and relationship timelines that provide proactive, targeted advice aligned to short-, medium-, and long-term client goals
Review client accounts to assess banking, investment, and advisory needs; anticipate and create opportunities to enhance client relationships
Contribute to organic growth by expanding existing client relationships and sourcing new ones
Actively participate in the development of new and integrated solutions to meet evolving client needs
Engage subject-matter experts, when appropriate, and close sales opportunities
Ensure smooth delivery of new services and communicate emerging client needs
Incorporate digital solutions and capabilities to enhance the overall client experience
Qualification
Required
Broad understanding of Wealth Management principles, including investment management, tax planning, estate planning, and family governance
Proven ability to work across multiple disciplines and synthesize complex financial information
Outstanding communication skills with the ability to translate technical concepts for a variety of audiences
Strong relationship management capabilities and high emotional intelligence
Exceptional interpersonal, verbal, written, and presentation skills with the ability to influence and negotiate effectively
Bachelor's degree or equivalent in a relevant field (Business Administration, Finance, Economics)
10–15 years of industry experience, including significant experience in relationship management and portfolio management
Series 7 and 63 licenses required
Preferred
MBA or post-graduate degree preferred
Professional certifications preferred (CFP, CPA, CFA, CTFA, CFM)
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