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About the Role

The Regional Director supports the growth and success of Advisory, Investment, Banking and Sales partners by providing coaching, training, and guidance on client engagement, relationship management, and sales effectiveness. This role focuses on driving behavior change to promote a growth-oriented culture and helping advisors adopt best practices for stronger client relationships, improved prospecting, and exceptional service delivery.

Responsibilities

Conduct one-on-one and team coaching sessions to enhance advisor skills in communication, client acquisition, and retention.
Act as the primary stakeholder for the execution and adoption of GDWM and the GPS platform in the region.
Assist advisors in implementing effective prospecting and consultative revenue-generating techniques.
Lead workshops on topics such as client relationship management, goal-setting, and business development strategies.
Track advisor progress against development plans and provide actionable feedback.
Partner with leadership to embed growth-oriented behaviors into team practices and development programs.
Support delivery of wealth management value proposition through digital capabilities in GPS and Private Passport.
Create and maintain training materials, playbooks, and best-practice guides.
Proactively gather and share insights from key stakeholders to inform process improvements and digital solutions.
Highlight and elevate advisor success stories for broader visibility.

Requirements

Bachelor’s degree in Finance, Business, Marketing, or related field.
5+ years of experience in wealth management, financial advisory, or sales coaching.
Proven ability to influence and drive behavioral change within teams.
Excellent communication, presentation, and interpersonal skills.
Experience in training or coaching roles within financial services preferred.
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

Skills

Client engagement
Relationship management
Sales effectiveness
Behavioral change
Growth-oriented culture
Best practices
Client acquisition
Client retention
Prospecting strategies
Service delivery
GDWM platform
GPS platform
Pacing Model
Consultative revenue-generating techniques
Goal-setting
Business development strategies
Digital collaboration
Wealth management value proposition
Private Passport

Location

Work Type

Full-time

Experience Level

5+ years

Education Level

Bachelor's degree

Salary/Compensations

$108,775 - 184,965 USD

Benefits

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
Other voluntary and well-being benefits
Discretionary bonus program that may include an equity component

About the Company

Northern Trust is a global leader in innovative wealth management, asset servicing, asset management and banking services.
Founded in 1889, the company is guided by principles of Service, Expertise, and Integrity.
With over 135 years of financial experience and more than 24,000 partners, Northern Trust serves sophisticated clients using leading technology and exceptional service.
Northern Trust offers a flexible and collaborative work culture with a strong history of financial strength and stability.
Movement within the organization is encouraged, senior leaders are accessible, and the company is committed to an inclusive workplace and assisting communities.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of its culture.

Equal Opportunity

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities.
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.
It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants.
Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age.
All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice.
This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.
Northern Trust is an Equal Opportunity Employer.
Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.
It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status.