Director, Family Office Solutions - Miami or Houston

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Available Locations: 1) Miami, FL and 2) Houston, TX

Overview

The Director, Family Office Solutions leads and cultivates complex Ultra High Net Worth (UHNW) client relationships. This role serves as a trusted, strategic advisor and coordinator across all aspects of Wealth Management, helping UHNW clients navigate complex financial needs. The Director Family Office Solutions drives organic growth through client retention, relationship expansion, and the sourcing of new client relationships.

What You’ll Do

• 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.

What Will Make You Successful in the Role

Knowledge

• 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

Experience

• 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

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).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

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 MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.