Regional Director, GDWM

Responsibilities

• Advisor Coaching: Conduct one-on-one and team coaching sessions to enhance advisor skills in communication, client acquisition, and retention, while fostering behaviors that support continuous growth.
• Sales Development: Assist advisors in implementing effective prospecting and consultative revenue-generating techniques 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 our wealth management value proposition thru digital capabilities in GPS and Private Passport .
• Resource Development: Create and maintain training materials, playbooks, and best-practice guides that support behavioral change and advisor success.
• Stakeholder Feedback and Engagement: 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.

Requirements

• Bachelor's 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:
• $108,775 - 184,965 USD
• Work Authorization
• Working with Us
• Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to wor

Benefits

Additional Information

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Position Summary The Regional Director is responsible for supporting the growth and success of Advisory, Investment, Banking and Sales partners by providing coaching, training, and guidance on client engagement, relationship management, and sales effectiveness. This role focuses on driving behavior change to promote a growth-oriented culture , helping advisors adopt best practices that lead to stronger client relationships, improved prospecting strategies, and exceptional service delivery.

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