Director II, Family Office Solutions, Northern Trust, Los Angeles
Andsimple
Northern Trust's Family Office Solutions group is hiring a Director II in Los Angeles to lead relationships with ultra-high-net-worth families as their primary contact and strategic advisor, coordinating specialist teams across wealth structuring, credit, banking, asset management, tax and charitable giving, and sourcing new business. Requires 15+ years with UHNW clients and FINRA Series 7 & 66 plus insurance licenses. The role involves leading relationships with Ultra High Net Worth (UHNW) clients, serving as a trusted, strategic advisor and coordinator across all aspects of wealth management for UHNW clients. Key Responsibilities Cultivate long-term relationships with UHNW clients as their primary contact develop referrals from internal and external sources create customized wealth-management strategies with expert teams coordinate specialists across services including wealth structuring, credit, banking, asset management, tax services and charitable giving expand current client relationships and source new business incorporate digital solutions to enhance the client experience Required Experience 15+ years in relationship management, portfolio management or sales with UHNW clients degree in Business Administration, Finance or Economics (MBA preferred) CFP, CPA, CFA, CTFA or CFM certification preferred FINRA Series 7, 66 and Insurance licenses required #J-18808-Ljbffr Andsimple
Vacancy posted 1 day ago
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