Director, Family Office Solutions

The Client
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. With more than 130 years of experience and over 22,000 partners worldwide, Northern Trust serves the world’s most sophisticated individuals, families, and institutions. The firm remains guided by its enduring principles of service, expertise, and integrity while providing innovative financial services and advice.

The Opportunity
We are seeking an experienced Director, Family Office Solutions to join our team in Houston, TX or Miami, FL. This senior advisor will manage a portfolio of ultra-high-net-worth (UHNW) clients, serving as their trusted partner to address complex financial, estate, philanthropic, and investment needs. The Director will be responsible for retaining and growing client relationships through a structured, advice-driven service model, while identifying new opportunities to expand client engagements.

This role offers the opportunity to cultivate deep, long-term client relationships and to design, implement, and oversee customized wealth strategies that align with each family’s unique financial objectives and legacy goals.

Location
Houston, TX or Miami, FL

Reports to
Managing Director, Family Office Solutions

The Position

Key Responsibilities

• Manage a client base of existing and prospective UHNW clients, driving both retention and growth through a consistent service and sales model.

• Cultivate and maintain deep, long-term relationships, acting as a trusted advisor to families with complex financial needs.

• Gain a comprehensive understanding of each client’s family dynamics, financial objectives, and philanthropic priorities; summarize annually through a client letter.

• Oversee the development and implementation of customized wealth management strategies for UHNW clients.

• Develop tailored client meeting agendas with proactive, targeted advice, and establish relationship timelines to address short-, medium-, and long-term goals.

• Review client relationships regularly to assess banking and investment needs; identify opportunities for enhancing services.

• Collaborate with internal experts to design and deliver integrated client solutions; coordinate smooth onboarding and ongoing service delivery.

• Structure and negotiate complex credit facilities and loans within authorized limits, ensuring credit quality.

• Provide a full suite of financial services including wealth structuring, lending, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax planning.

• Build relationships with internal colleagues, external partners, and centers of excellence to strengthen client delivery.

• Leverage digital tools and solutions to enhance the client experience and streamline service delivery.

The Ideal Candidate

Qualifications & Competencies

• Proven expertise in financial analysis and client servicing with UHNW families.

• Experience in private or commercial lending and/or leasing.

• Advanced knowledge of the banking industry, competitive landscape, and financing practices.

• Strong knowledge of investments, trust, and wealth consulting to identify cross-selling opportunities.

• Exceptional negotiation, leadership, and relationship management skills.

• Excellent oral and written communication skills; ability to communicate complex concepts effectively.

• Demonstrated adaptability, flexibility, and resilience in a dynamic environment.

• Ability to interpret internal/external business challenges and recommend best practices to enhance products, processes, and services.

• Skilled at navigating sensitive issues, negotiating perspectives, and influencing outcomes.

• Depth of expertise in wealth management, family office advisory, or related financial disciplines.