Northern Trust · 1 day ago
Lead, Wealth Management Business Strategy
Chicago, IL
Full-time
Hybrid
Senior Level
$115K/yr - $195K/yrNorthern Trust is a globally recognized financial institution that has been in operation since 1889. The Lead, Wealth Management Business Strategy role supports the strategic growth agenda of the business through analytics, presentations, and competitive research, while collaborating with cross-functional teams and managing key relationships.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Drive key strategic analyses and projects working across senior management team and cross-functional partners. Design recommendations around growth strategy, business and operating model changes
Assess competitive positioning and analyze broader economic and technological trends and outlooks for potential implications for the wealth management industry
Collaborate with cross-functional teams including sales, finance, marketing, and product development. Manage and maintain key relationships with internal subject matter experts/partners
Stay closely involved with daily performance management at the business unit level
Support participation in the annual Board of Directors Strategic Planning Review
Analyze potential partnership and/or acquisition opportunities, assessing structures, risks and return potential
Create and deliver high quality presentations to senior executives
Qualification
Required
Strong structuring and analytical skills
Fluency in PowerPoint and Excel
Ability to build and manage relationships with multiple internal stakeholders
Deliver high quality output on condensed timeline
Exceptional problem solving and critical thinking skills
Strong verbal and written communications skills
Extensive quantitative analysis skills
Ability to influence people across levels and functions
Ability to thrive in ambiguity
Self-starter
Is aware of the competition and the factors that differentiate them in the market
Explains difficult or sensitive information; works to build consensus
A College or University degree and/or relevant proven work experience
Proven ability to manage deadlines and tight turnarounds
Ability to manage multiple stakeholders, interface with senior leadership
Preferred
MBA
Experience in strategy consulting or comparable analytical field
Experience in wealth management or broader financial services
Benefits
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
Other voluntary and well-being benefits
Discretionary bonus program that may include an equity component
Company
Northern Trust
Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking.
Founded in 1889
10001+ employees
H1B Sponsorship
Northern Trust has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (180)
2024 (203)
2023 (102)
2022 (74)
2021 (298)
2020 (83)
Funding
Current Stage
Public CompanyTotal Funding
$1.25B2025-11-20Post Ipo Debt· $1.25B
1978-01-13IPO
Leadership Team
Michael O'Grady
President, Chief Executive Officer & Director
Peter Cherecwich
Chief Operating Officer
Recent News
Business Wire
2025-12-18
2025-12-11
Company data provided by crunchbase