Director II, Family Office Solutions, Northern Trust, Los Angeles

Northern Trust's Family Office Solutions group is hiring a Director II in Los Angeles to lead relationships with ultra-high-net-worth families as their primary contact and strategic advisor, coordinating specialist teams across wealth structuring, credit, banking, asset management, tax and charitable giving, and sourcing new business. Requires 15+ years with UHNW clients and FINRA Series 7 & 66 plus insurance licenses.

The role involves leading relationships with Ultra High Net Worth (UHNW) clients, serving as a trusted, strategic advisor and coordinator across all aspects of wealth management for UHNW clients.

Key Responsibilities: Cultivate long-term relationships with UHNW clients as their primary contact; develop referrals from internal and external sources; create customized wealth-management strategies with expert teams; coordinate specialists across services including wealth structuring, credit, banking, asset management, tax services and charitable giving; expand current client relationships and source new business; incorporate digital solutions to enhance the client experience.

Required Experience: 15+ years in relationship management, portfolio management or sales with UHNW clients; degree in Business Administration, Finance or Economics (MBA preferred); CFP, CPA, CFA, CTFA or CFM certification preferred; FINRA Series 7, 66 and Insurance licenses required.