Director, Family Office Solutions

- Cultivate and manage deep, long-term relationships with Ultra-High Net Worth (UHNW) clients, serving as the central point of contact and trusted advisor for complex financial needs. - Develop referrals and leads from internal and external sources, including centers of influence working with UHNW clients. - Understand 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 for UHNW clients. - Orchestrate specialists to provide 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 accounts to determine the banking, investment, and advisory needs of clients; 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 UHNW client needs. - Engage subject-matter experts, when appropriate, and close deals. - Ensure smooth delivery of new services and communicate emerging client needs. - Incorporate digital solutions and capabilities to enhance the overall client experience.

- Extensive and specialized understanding of wealth management principles including investment, tax planning, estate planning, and family governance - Experience with executing and implementing across multiple disciplines, as well as synthesizing complex information - Outstanding communication skills with the ability to translate technical concepts for various audiences - Strong relationship management capabilities and high emotional intelligence - Exceptional interpersonal, verbal, written, and presentation skills with the ability to influence and negotiate

- Degree or equivalent in a relevant field (Business Administration, Finance, Economics) - 7-10 years of industry experience, including significant experience in relationship management, portfolio management, and/or sales specifically with UHNW clients - MBA or post-graduate degree preferred - CFP, CPA, CFA, CTFA, CFM certificate preferred - Series 7 and 63

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

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 MyHRHelp@ntrs.com .

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.