Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Specialist, Goals Driven Wealth Management role.
Rezi rewrites your resume against Northern Trust's job description. Free.
Tailor your resume to this Specialist, Goals Driven Wealth Management role.
Rezi rewrites your resume against Northern Trust's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Specialist, Goals Driven Wealth Management posting at Northern Trust — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Specialist, Goals Driven Wealth Management posting at Northern Trust — free, in seconds.
About the Role
The Regional Director will support 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 of coverage.
- 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 our 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
- Coaching
- Training
- Communication
- Presentation
- Interpersonal skills
- GDWM platform knowledge
- GPS platform knowledge
- Pacing Model knowledge
- Prospecting techniques
- Consultative revenue-generating techniques
- Growth mindset
- Client relationship management
- Goal-setting
- Business development strategies
- Performance monitoring
- Digital collaboration
- Wealth management value proposition
- Private Passport utilization
Location
- Region of coverage
Work Type
- Full-time
Experience Level
- 5+ years of experience
Education Level
- Bachelor's degree
Salary/Compensations
- $131,675 - 223,905 USD
Benefits
- Comprehensive benefits package
- 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
- Voluntary and well-being benefits
- Discretionary bonus program
- Potential 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 three enduring principles: 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 the communities it serves.
- 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 will not sponsor applicants for U.S. work visa status for this opportunity.