- $131,675 - $177,790
- Newport Beach, CA
$131,675 - $177,790
Newport Beach, CA
$131,675 - $177,790
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
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
Base Compensation Range is $130k to $180k
Disclaimer This base salary range is based on US national averages. Actual base pay could be a result of seniority, merit, geographic location where the work is performed
Salary Range
.
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 andapply
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
Apply today and talk to us about your flexible working requirements and together we can achieve greater.