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Sr. Managing Director/Wealth Management - New York
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Lead and direct all activities across assigned offices or locations, ensuring alignment with corporate strategy and objectives.
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Manage a multi-disciplinary team of wealth advisors, banking and tax professionals, and trust experts delivering bespoke Family Office solutions to complex UHNW families.
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Develop and execute strategic plans that support business unit goals and drive market growth, including emerging and expansion markets.
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Oversee financial planning, pricing strategies, and capital/expense budgeting.
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Champion client service excellence, monitor retention and relationship expansion, and personally address complex or sensitive client needs.
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Identify opportunities for market expansion, set sales goals, and participate in strategic presentations and acquisition initiatives.
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Resolve highly complex business challenges using advanced critical thinking and commercial insight.
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Provide guidance and mentorship to managers and staff, fostering a culture of accountability and career development.
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Apply broad industry knowledge and functional expertise to drive long-term planning and profitability.
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Collaborate and negotiate with senior leaders across the organization to influence business outcomes.
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Bachelor’s degree required; advanced degree or relevant industry certifications preferred.
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Minimum 10+ years of leadership experience in wealth management or related financial services.
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Proven ability to lead through subordinate managers and develop long-term functional strategies.
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Strong organizational, strategic planning, and communication skills.
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Demonstrated success in managing large teams and complex business segments.
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
