Director of Client Development - Global Family Office (GFO)
Core
Lead market development officer 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
Senior sales representative / market development officer
Builds
New client relationships and business opportunities across investments, asset administration, banking, technology, and advisory solutions
Domain
Wealth Management / Family Office / Financial Services
Deliverable
client delivery
Required skills
Trust and investment sales, relationship management, prospect identification, sales process leadership, product positioning, regulatory compliance knowledge, market research, cross-selling
Preferred skills
Experience with Single Family Offices, Private Trust Companies, Private Investment Offices
Technologies
N/A
Responsibilities
Source and close new business opportunities; establish referral networks with external advisors and regional offices; lead end-to-end sales process from identification to onboarding; research client financial profiles; present bank product materials; consult internal partners; maintain client relationships; assist with market strategy and competitor analysis; represent the business at prospect events
Seniority
Senior, hands-on IC