Sr. Managing Director at Northern Trust

Greenwich, Connecticut, United States

Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth Management, BankingIndustries

Bachelor’s degree required; advanced degree or relevant industry certifications preferred
Minimum 10+ years of leadership experience in wealth management or related financial services
Proven ability to lead through subordinate managers and develop long-term functional strategies
Strong organizational, strategic planning, and communication skills
Demonstrated success in managing large teams and complex business segments
Deep expertise in investment management, trust and estate planning, private/business banking, and financial consulting

Lead and direct all activities in the Greenwich office, ensuring alignment with corporate strategy and objectives
Manage a multi-disciplinary team of wealth advisors, banking and tax professionals, and trust experts delivering bespoke Family Office solutions to complex UHNW families
Develop and execute strategic plans that support business unit goals and drive market growth, including emerging and expansion markets
Oversee financial planning, pricing strategies, and capital/expense budgeting
Champion client service excellence, monitor retention and relationship expansion, and personally address complex or sensitive client needs
Identify opportunities for market expansion, set sales goals, and participate in strategic presentations and acquisition initiatives
Resolve highly complex business challenges using advanced critical thinking and commercial insight
Provide guidance and mentorship to managers and staff, fostering a culture of accountability and career development
Apply broad industry knowledge and functional expertise to drive long-term planning and profitability
Collaborate and negotiate with senior leaders across the organization to influence business outcomes