About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
The Private Wealth Director leads and cultivates client relationships across the Wealth Advisory and Private Client Advisory segments. This role serves as a trusted, strategic advisor and coordinator across all aspects of Wealth Management, helping clients navigate complex financial needs. The Private Wealth Director drives organic growth through client retention, relationship expansion, and the sourcing of new client relationships. As a Private Wealth Director in Texas, you will be based in our Houston, Austin, Dallas or Fort Worth office.
- Cultivate and manage deep, long-term relationships with clients, serving as the central point of contact and trusted advisor for complex financial needs.
- Develop referrals and new business leads from internal and external sources, including centers of influence working with clients.
- Build a strong understanding of each client’s unique family dynamics, financial goals, and philanthropic aspirations.
- Partner with a team of experts to develop and implement customized Wealth Management strategies.
- Orchestrate specialists to deliver holistic financial services, including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.
- Develop tailored meeting agendas, presentations, and relationship timelines that provide proactive, targeted advice aligned to short-, medium-, and long-term client goals.
- Review client accounts to assess banking, investment, and advisory needs; anticipate and create opportunities to enhance client relationships.
- Contribute to organic growth by expanding existing client relationships and sourcing new ones.
- Actively participate in the development of new and integrated solutions to meet evolving client needs.
- Engage subject-matter experts, when appropriate, and close sales opportunities.
- Ensure smooth delivery of new services and communicate emerging client needs.
- Incorporate digital solutions and capabilities to enhance the overall client experience.
- Broad understanding of Wealth Management principles, including investment management, tax planning, estate planning, and family governance
- Proven ability to work across multiple disciplines and synthesize complex financial information
- Outstanding communication skills with the ability to translate technical concepts for a variety of audiences
- Strong relationship management capabilities and high emotional intelligence
- Exceptional interpersonal, verbal, written, and presentation skills with the ability to influence and negotiate effectively
- Bachelor’s degree or equivalent in a relevant field (Business Administration, Finance, Economics)
- 10–15 years of industry experience, including significant experience in relationship management and portfolio management
- MBA or post-graduate degree preferred
- Professional certifications preferred (CFP, CPA, CFA, CTFA, CFM)
- Series 7 and 63 licenses required
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
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 [email protected].
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.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Skills Required
- Bachelor's degree or equivalent (Business, Finance, Economics)
- 10-15 years of industry experience including relationship and portfolio management
- Series 7 and Series 63 licenses
- Proven ability to cultivate and manage deep client relationships
- Strong communication, presentation, negotiation, and interpersonal skills
- Based in Houston, Austin, Dallas, or Fort Worth, Texas office
- MBA or post-graduate degree
- Professional certifications (CFP, CPA, CFA, CTFA, CFM)
Northern Trust Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Northern Trust and has not been reviewed or approved by Northern Trust.
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Retirement Support — Retirement offerings are positioned as a standout, with a 401(k) plus an additional employer-funded pension described as a differentiator. This combination is repeatedly framed as a meaningful offset within total rewards, especially for long-term financial security.
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Leave & Time Off Breadth — Time-off benefits are depicted as generous, spanning paid time off, holidays, and dedicated paid volunteer time. The breadth of leave options is highlighted as a consistent strength that supports work-life balance.
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Healthcare Strength — Health coverage is characterized as comprehensive, typically including medical, dental, vision, and mental-health support through an assistance program. The offering is portrayed as robust and family-supportive, with multiple plan options in some descriptions.
Northern Trust Insights
What We Do
As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence. Since our roots as a trust bank, we’ve grown to a global presence with more than 24,000 employees in more than 20 countries and across six core business units: Wealth Management Asset Management Asset Servicing Technology Corporate Functions Enterprise Operations Join a Team That’s Achieving Greater At Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you. Delivering value and adhering to our enduring principles What are enduring principles? Since our founding, they have guided our strategy and success. Thanks to the dedication of our partners, Northern Trust continues to thrive by adhering to three enduring principles: service, expertise and integrity . What does this mean? Service Northern Trust has a relentless drive to provide exceptional service to our clients, our partners and our communities. We set new standards and go above and beyond in our commitment to delivering greater results. Expertise Expertise is at the core of who we are. We focus sharply on what we do well. From expanding our capabilities, to hiring talented professionals to developing innovative solutions, our expertise is why we continue to be a trusted advisor for generations of families and institutions. Integrity Operating with uncompromising ethics is central to Northern Trust’s heritage. As a result, our clients, partners and communities know they can rely on us. For more than 130 years, our integrity has been our guide – and that will never change.
Why Work With Us
At Northern Trust, we go further because we go together. We embrace flexibility, encourage balance, and prioritize inclusion at all levels, working together to keep you connected. We are committed to our employees—all 24,000 of them. Whether this is a first step or a bold new leap in your career, we’re here to help you move forward.
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