Sr. Managing Director at Northern Trust

Greenwich, Connecticut, United States

Apply Now

Not SpecifiedCompensation

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

Full TimeJob Type

UnknownVisa

Financial Services, Wealth Management, BankingIndustries

Requirements

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

Responsibilities

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

Skills

Key technologies and capabilities for this role

Investment ManagementTrust and Estate PlanningPrivate BankingBusiness BankingFinancial ConsultingWealth AdvisoryFamily Office SolutionsTeam LeadershipStrategic PlanningFinancial PlanningBudgetingClient Relationship ManagementPricing Strategies

Questions & Answers

Common questions about this position

What is the salary or compensation for the Sr. Managing Director role?

This information is not specified in the job description.

Is this position remote or does it require working in the Greenwich office?

This role is the market lead for the Greenwich office, requiring leadership of all activities there.

What qualifications and experience are required for this position?

A Bachelor’s degree is required, with an advanced degree or certifications preferred, plus minimum 10+ years of leadership experience in wealth management or related financial services, and proven ability to lead through subordinate managers.

What is the team structure like for this role?

The role involves managing a multi-disciplinary team of wealth advisors, banking and tax professionals, and trust experts focused on ultra-high-net-worth clients.

What makes a strong candidate for this Sr. Managing Director position?

Ideal candidates bring deep expertise in investment management, trust and estate planning, private/business banking, and financial consulting, along with proven leadership in growing markets and leading multi-disciplinary teams.