Regional Director, GDWM
$108.78k - $184.97k001 The Northern Trust Company
Position Summary The Regional Director is responsible for supporting the growth and success of Advisory, Investment, Banking and Sales partners by providing coaching, training, and guidance on client engagement, relationship management, and sales effectiveness. This role focuses on driving behavior change to promote a growth-oriented culture, helping advisors adopt best practices that lead to stronger client relationships, improved prospecting strategies, and exceptional service delivery. Key Responsibilities Advisor Coaching: Conduct one‑on‑one and team coaching sessions to enhance advisor skills in communication, client acquisition, and retention, while fostering behaviors that support continuous growth. Subject Matter Expertise: Act as the primary stakeholder for the execution and adoption of GDWM and the GPS platform in the region of coverage, obtaining in‑depth knowledge of the business unit/function and mastery of GDWM and the GPS platform (including Pacing Model and other features). Sales Development: Assist advisors in implementing effective prospecting and consultative revenue‑generating techniques to expand their practice and embrace a growth mindset. Training Facilitation: Lead workshops on topics such as client relationship management, goal‑setting, and business development strategies that encourage behavioral change. Performance Monitoring: Track advisor progress against development plans and provide actionable feedback to reinforce desired behaviors and outcomes. Culture Building: Partner with leadership to embed growth‑oriented behaviors into team practices and development programs. Digital Collaboration: Support delivery of our wealth management value proposition through digital capabilities in GPS and Private Passport. Resource Development: Create and maintain training materials, playbooks, and best‑practice guides that support behavioral change and advisor success. Stakeholder Feedback and Engagement: Proactively gather and share insights from key stakeholders to inform and refine ongoing process improvements and digital solutions. Highlight and elevate advisor success stories for broader visibility across the Practice. Qualifications Bachelor’s degree in Finance, Business, Marketing, or a related field. 5+ years of experience in wealth management, financial advisory, or sales coaching. Proven ability to influence and drive behavioral change within teams. Excellent communication, presentation, and interpersonal skills. Experience in training or coaching roles within financial services preferred. Success Metrics Improvement in advisor KPIs (conversion rates, client retention, AUM growth). Positive feedback scores from coaching sessions. Increased adoption of growth‑oriented behaviors across advisor teams. Salary Range $108,775 – 184,965 USD. Salary range is a good faith estimate of base pay. Benefits Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life and accident insurance, and other voluntary and well‑being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Work Authorization Applicants must be authorized to work in the U.S. without the need for employment‑based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H‑1B, L‑1, TN, O‑1, E‑3, H‑1B1, F‑1, J‑1, OPT, CPT or any other employment‑based visa). Reasonable Accommodation Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at View email address on click.appcast.io. EEO Statement Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law. #J-18808-Ljbffr 001 The Northern Trust Company
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