Director leading executive development solutions at HP, coaching senior executives and driving leadership growth initiatives. Overseeing a team of Executive Development Partners with a focus on business strategy alignment and operational excellence.
About the role
- Private Wealth Director at Northern Trust facilitating complex financial advisement and relationship management for high net worth clients in Texas. Leading client engagement strategies and driving organic growth through referrals.
Responsibilities
- 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.
Requirements
- 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
Benefits
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Director, Washington Office representing Alberta at highest levels of U.S. politics, promoting economic and policy interests. Engaging with key U.S. decision - makers and policy organizations from Washington, D.C.
Director, Medical for driving therapy area development activities in diabetes treatment. Engaging with KOLs and overseeing clinical activities while leading a diverse medical team.
Director Deal Desk handling deal governance, pricing strategy, and cross - functional collaboration for CCH Tagetik's CPM software business in a hybrid role. Ensuring high - quality deal execution and operational excellence.
Director of Pricing leading global pricing strategy for CCH Tagetik's SaaS solutions. Involves establishing frameworks, analytics, and cross - functional partnerships to enhance profitability.
Food Service Director developing and executing dining solutions for customer needs. Managing operations and leading teams to uphold food service quality standards.
Global Partner MarComms Director at Forcepoint transforming partner strategy into compelling communications. Driving engagement and emotional connections with partner community to achieve business outcomes.
Scientific Director overseeing medical communications in oncology for a global health outcomes partner. Leading a team and ensuring high - quality deliverables in a strategic context.
Managing Director leading renewable energy operations in the UK & Ireland for BayWa r.e. Shaping strategy and driving growth in wind and solar projects with full P&L accountability.
Freelance TD/Director overseeing the strategic planning and execution of live sports productions at NEP Group in Miami, FL. Must work flexible hours on a per game basis.