Private Wealth Director

Private Wealth Director at Northern Trust: cultivate and manage deep relationships with clients, develop customized Wealth Management strategies, and work with a team of experts to provide holistic financial services.

Requirements

• 10-15 years of industry experience in relationship management and portfolio management
• Degree or equivalent in Business Administration, Finance, or Economics
• MBA or Post-Graduate Degree preferred
• CFP, CPA, CFA, CTFA, CFM certificate preferred
• Series 7 and 63 required

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