Director II, Family Office Solutions

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Available Locations: 1) Houston, TX 2) Fort Worth, TX 3) Dallas, TX and 4) Austin, TX

Overview

The Director II, 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)
• 15+ 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

Working with Us:

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

Reasonable accommodation

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.