Director of Client Development - Global Family Office (GFO)
Core
Lead market development and sales for Northern Trust's Global Family Office business, sourcing and closing new business opportunities for U.S.-based family offices, business owners, and private investment offices.
Role type
Director of Client Development (Sales Representative)
Builds
Trust and investment management solutions, asset administration, banking, technology, and fiduciary services for sophisticated individual and family clients.
Domain
Wealth Management / Family Office / Financial Services
Deliverable
client delivery
Required skills
trust and investment sales, relationship management, prospect identification, sales process leadership, financial profile analysis, regulatory compliance knowledge, cross-selling, market strategy analysis
Preferred skills
experience with Single Family Offices, Private Trust Companies, Private Investment Offices
Technologies
N/A
Responsibilities
Source and close new business opportunities across investments, asset administration, banking, technology, and advisory solutions; establish and maintain a network of external advisors and regional partners; lead the end-to-end sales process from identification to onboarding; research prospects' financial profiles and assess requisite product solutions; present bank product materials to prospective clients and designated liaisons; collaborate with internal partners and international teams; represent the Global Family Office at prospect and COI events; assist with market strategy and competitor analysis.
Seniority
Director, senior sales leader
