About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Job Summary:
An exciting opportunity is now available for a dynamic market leader to lead our Wealth Management business in the Orange County region. The ideal candidate will lead a talented team of experts in delivering our holistic offering to clients related to investment management, trust and estate planning, and private banking.
We are seeking an energetic professional with a demonstrated track record of successful market leadership to oversee, plan and direct activities for the team, ensuring resources are available to accomplish the business objectives. Additionally, the Senior Managing Director will lead, mentor, coach, recruit, as well as partner to outline overall strategy to reporting managers and employees. This individual will work to attract and retain high-quality talent who contribute to excellent client outcomes and overall business growth. This role is responsible for leading and fostering an environment of development, accountability, mutual respect and teamwork that encourages the dedication and loyalty of employees and clients alike. This role will lead business development and growth activities and will have full accountability for team performance and profitability.
This role includes direct oversight for an impressive team of experienced wealth management advisors as well as matrix management for some employees within those markets that may report through their respective practice areas. This role is vital to the success of our wealth management business in the West Region. This leader is an integral part of the West Region Leadership Team.
Major Duties:
Accountability for overall performance of respective market including setting and executing, in collaboration with other leaders, vision for excellence, while incorporating specific strategic plans and objectives of the corporation, business unit and region. This includes accountability for performance management for partners within their hierarchy.
Provide leadership, mentoring, coaching and guidance to staff, fostering an environment which encourages inclusion, employee participation, collaboration, teamwork, and communication. Attracting and retaining talent is a critical priority.
Responsible for client interactions and communications, monitors retention of current clients and broadening of relationships, and may address specific sensitive or complex client needs.
Responsible for expense budgets.
Promote, lead, and participate in attaining sales goals for new business in conjunction with West Region sales and marketing leadership. Engaged in the community representing the Northern Trust brand and sourcing in new business.
Qualifications:
- 10+ years of 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.
- Candidates should have a demonstrated track record of success in business development and market growth.
- Previous experience with Change Management and leading/implementing change.
- 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.
- Strong academics, with an advanced degree and relevant credentials preferred.
Salary Range:
$236,555 - 414,115 USDSalary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Work Authorization
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.
Skills Required
- 10+ years of experience in wealth management leadership roles
- Deep knowledge and expertise in trust, banking, investment management, and wealth advisory services
- Successful track record managing a business with P&L accountability
- Track record of delivering an outstanding client experience
- Demonstrated success in business development and market growth
- Experience with change management and leading or implementing change
- Track record recruiting and developing top talent
- Ability to outline and drive strategic growth
- Deep community involvement, including board service
- Leadership and organizational skills to determine goals, resource needs, and staff development needs
- Excellent relationship, influencing, decision-making, and critical-thinking skills
- Strong academic background
- Advanced degree and relevant credentials
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 — A 401(k) with company match alongside an employer‑funded defined‑benefit pension is highlighted in employer‑verified materials and filings, setting the retirement package apart from many private employers.
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Leave & Time Off Breadth — PTO is portrayed as solid overall, and two paid volunteer days per year are clearly documented across corporate materials.
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Parental & Family Support — Company sources and postings reference paid parental and caregiver leave and recent enhancements to parental benefits, indicating meaningful family support within the package.
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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