• SALARY:NONE
  • Naples

Naples

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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.

Regional Director

Job Description

This opportunity can be based out of any of the following locations

Lakewood Ranch, Tampa, Sarasota, Bonita Springs, Fort Meyers, Naples, or Atlanta GA.

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

wil

l

collaborate

with

Regional

Market

Leaders (Region President, RCIOs, RCFOs, Group MDs), Managing Directors, and

front line

partners to support 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

s

uccess,

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.

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.