Position Summary
TheRegional Directoris responsible forsupporting the growth and success ofAdvisory, Investment, Banking and Salespartnersby providing coaching, training, and guidance on client engagement, relationship management, and sales effectiveness. This role focuses on drivingbehavior changeto promote agrowth-oriented culture, helping advisors adopt best practices that lead to stronger client relationships, improved prospecting strategies, and exceptional service delivery.
Key Responsibilities
- Advisor Coaching:Conduct one-on-one andteamcoaching sessions to enhance advisor skills in communication, client acquisition, and retention, while fostering behaviors that support continuous growth.
- Subject Matter Expertise:Act as the primary stakeholder for the execution and adoption of GDWMand the GPS platformin the region of coverage by obtaining an in-depth knowledge of business unit/function and obtaining a subject matter expertise in GDWMand the GPS platform (including Pacing Model and other features agnostic to GDWM).
- Sales Development:Assistadvisors in implementing effective prospecting and consultativerevenue-generatingtechniques to expand their practice and embrace a growth mindset.
- Training Facilitation:Lead workshops on topics such as client relationship management,goal-setting, and business development strategies that encourage behavioral change.
- Performance Monitoring:Track advisor progress against development plans and provide actionable feedback to reinforce desired behaviors and outcomes.
- Culture Building:Partner with leadership to embed growth-oriented behaviors into team practices and development programs.
- Digital Collaboration:Support delivery of ourwealth managementvalue propositionthrudigital capabilities in GPS and Private Passport.
- Resource Development:Create andmaintaintraining materials, playbooks, and best-practice guides that support behavioral change and advisor success.
- StakeholderFeedback andEngagement:Proactively gather and share insights from key stakeholders to inform and refine ongoing process improvements and digital solutions. Highlight and elevate advisor success stories for broader visibility across the Practice.
Qualifications
- Bachelors degree in Finance, Business, Marketing, or related field.
- 5+ years of experience in wealth management, financial advisory, or sales coaching.
- Proven ability to influence and drive behavioral change within teams.
- Excellent communication, presentation, and interpersonal skills.
- Experience in training or coaching roles within financial services preferred.
Success Metrics
- Improvement in advisor KPIs (conversion rates, client retention, AUM growth).
- Positive feedback scores from coaching sessions.
- Increased adoption of growth-oriented behaviors across advisor teams.
Salary Range:
$131,675 - 223,905 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Work Authorization
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
