Director, Family Office Solutions, Northern Trust, San Francisco

Northern Trust's Family Office Solutions group is hiring a Director II to lead relationships with ultra-high-net-worth families as their central point of contact and strategic advisor, orchestrating specialist teams across wealth structuring, credit, banking, asset management, insurance, charitable giving, wealth transfer and tax. 15+ years with UHNW clients required.

About Northern Trust: A Fortune 500 company and globally recognized financial institution in continuous operation since 1889, employing 22,000+ partners and serving sophisticated clients through leading technology and service.

Key Responsibilities: Lead relationships with Ultra High Net Worth clients, serving as their central point of contact and strategic advisor. Cultivate client relationships; develop referrals from internal and external sources; understand family dynamics and financial goals; orchestrate specialist teams; and create customized wealth-management strategies encompassing wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.

Required Qualifications: 15+ years' industry experience with UHNW clients; degree in Business Administration, Finance or Economics (MBA preferred); CFP, CPA, CFA, CTFA or CFM preferred; FINRA Series 7, 66 and Insurance licenses required. Desired competencies: expertise in wealth planning, negotiation, leadership and sales, with exceptional interpersonal, verbal, written and presentation skills.