Regional Director GDWM and DCPX at Northern Trust in Newport Beach, California

Job Description:

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 Regional Director role is a regional leadership position supporting both the Goals Driven Wealth Management (GDWM) Practice and Digital and Client Experience (DCPX) group under the Office of the OCOO. The Regional Director will collaborate with Regional Market Leaders (Region President, RCIOs, RCFOs, Group MDs), Managing Directors, and front line partners to suppor t the execution of GDWM , and will drive the implementation of our largest digital change initiatives.

Responsibilities:

Act as the primary stakeholder for the execution and adoption of GDWM in the region of coverage by obtaining an in-depth knowledge of business unit/function and obtaining a subject matter expertise in GDWM.

Provide comprehensive, in-depth consulting and leadership to teams and partners at a high technical level.

Serve as the primary stakeholder for monitoring GDWM adoption in the Region by keeping the Regional Practice Executive and GDWM Practice apprised on adoption success, shortfalls and other areas where additional support is needed.

Assist in the development of training materials , and conduct GDWM training for New Hires, Associates, GPS Releases, & Continuing Education to maintain GDWM proficiency .

Deliver GDWM best practices by working with the local client service teams to review client and prospect profiles in order to support positive business outcomes and an adherence to excellence in the execution of GDWM. Support the delivery of Holistic Advice to drive growth .

Per the direction of local teams, s upport new business growth by presenting GDWM to COIs and prospects in the Region.

Coach partners and leaders on emerging digital capabilities to drive adoption, encourage new behaviors and foster acceptance . Create stakeholder alignment by advancing the business rationale including the practical use of technology to enhance the end-user experience.

Demonstrate a commitment to quality by proactively engaging teams in feedback loops and advocating for improvements to satisfy their requirements. Mobilize teams to participate in testing to validate new functionality .

Collaborate with other RDs , DCPX and Practice Leadership by sharing successes and challenges and providing ideas on ways to duplicate successes and address roadblocks .

Experience:

• 4 to 7 years of financial services experience . Preferably possesses knowledge of Goals Driven Wealth Management . I ncome tax planning, retirement p lanning, estate planning, i nvestment management, capital markets, and cash flow planning usually acquired through related work experience.


• Energetic self-starter who enjoys a fast-paced environment and responds to changes with flexibility. Exert a high degree of initiative and follow-through . Self -motivated to build and develop effective relationships with partners and leaders.


• CFP or CFA designation or equivalent desired.


• Effective written and oral communication, interpersonal and collaboration skills .


• Actively brings innovative ideas that build firm-wide business growth

Salary Range:
$131,675 - $177,790

Salary range is an estimate of base pay. Northern Trust provides a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits .

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 MyHRHelp@ntrs.com .

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.