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Senior Managing Director
| Company | Northern Trust |
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| Location | San Francisco, CA, USA |
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| Salary | $236555 – $414115 |
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| Type | Full-Time |
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| Degrees | MBA, JD |
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| Experience Level | Senior, Expert or higher |
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Requirements
- Experience in wealth management leadership roles along with deep knowledge and expertise in trust, banking, and investment management and wealth advisory services.
- Successful track record of managing a business (a P&L) and delivering an outstanding client experience.
- Demonstrated track record of success in business development and market growth.
- Proven experience leading significant change initiatives.
- Proven track record in recruiting and developing top talent.
- Ability to outline and drive strategic growth.
- Demonstrated experience of deep community involvement including but not limited to board service.
- Proven leadership and organizational skills to determine goals, resource needs, and to assess and develop the skills of staff.
- Excellent relationship, influencing, decision making, and critical thinking skills are required.
Responsibilities
- Drive regional performance and grow the business through the ongoing development of new and existing clients consistent with Northern Trust’s foundational values.
- Foster a team culture which inspires innovative thinking and encourages employee participation, collaboration, teamwork and communication.
- Provide effective team leadership across the region, empowering and motivating strong functional experts.
- Serve as an excellent ambassador for the firm, locally, regionally and nationally.
- Full accountability for the performance of the region. Participates in developing the region’s strategic plan and sets goals and priorities based on the direction set for the team.
- Responsible for client interactions and communications, monitors retention of current clients and broadening of relationships, and may address specific sensitive or complex client needs.
- Conducts the performance management process, identifies training and development needs, and establishes performance standards for the unit.
- Determines staffing needs and works to attract and retain high quality talent, handles salary administration, and ensures resources are available to accomplish priorities.
- Develops and maintains relationships with clients and prospects. Cultivates relationships, develops referral sources and participates in sales presentations.
- Oversees all activities of the regional team, develops calling programs, sales goals, and meets the needs of the clients in the community.
Preferred Qualifications
- Strong academics, with an advanced degree and relevant credentials preferred such as MBA/JD/CFA/CFP.
