Senior Managing Director

Northern Trust Montecito, CA $236,555 - $414,115
Full Time Director Level

Posted 1 month ago Expired

This job has expired

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About This Role

This role involves overseeing and directing all activities for office or location, communicating overall strategy, and upholding corporate policies and procedures. The Senior Managing Director will develop objectives and strategic plans to meet business unit and corporate goals, manage financial planning, and oversee client interactions to broaden relationships and grow the business.

Responsibilities

  • Oversee, plan, and direct all activities for the offices or locations
  • Communicate overall strategy to reporting managers and employees
  • Uphold corporate policies and procedures
  • Develop objectives and strategic plans for location or market that meet Business Unit and Corporate objectives
  • Direct activities of office or location toward accomplishing those objectives
  • Oversee development and monitoring of financial planning, and pricing of products and services
  • Responsible for capital and expense budgets
  • Oversee client interactions and communications
  • Monitor retention of current clients and broadening of relationships
  • Address specific sensitive or complex client needs
  • Identify and research potential for community or market expansion
  • Develop sales goals for new business
  • Oversee communication strategies and identification of prospective clients/business
  • Participate in sales presentations
  • Investigate strategic opportunities for acquisition or expansion

Requirements

  • Leadership and organizational skills to determine goals, resource needs, and to assess and develop the skills of staff
  • Capable to direct the activities for multiple units
  • Knowledge of business strategy development provide long term planning and to manage the profitability/performance of a major business segment
  • College or University degree and/or relevant proven work experience

Qualifications

  • A College or University degree and/or relevant proven work experience is required/preferred.
  • Relevant proven work experience is required/preferred.

Nice to Have

  • Related Industry qualification

Benefits

Life Insurance
Accident insurance
Caregiver leave
401(k)
Parental Leave
Dental benefits
Disability
Spending accounts
Paid Time Off
Medical benefits
Vision benefits
Pension

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. They provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.

Finance
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