Lead, Wealth Management Business Strategy

Lead, Wealth Management Business Strategy

Role: R157139 (OH)

This role will report to the Head of Strategy, Wealth Management and support the strategic growth agenda of the business with analytics, executive‑facing presentations, competitive research, and more. It requires strong structuring and analytical skills, fluency in PowerPoint and Excel, the ability to build and manage relationships with multiple internal stakeholders, and to deliver high‑quality output on condensed timelines. Consulting experience in financial services with a leading professional services firm or internal strategy work with a banking institution is strongly preferred.

• Drive key strategic analyses and projects working across senior management teams and cross‑functional partners.
• Design recommendations around growth strategy, business, and operating‑model changes.
• Assess competitive positioning and analyze broader economic and technological trends for 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.

• Exceptional problem‑solving and critical‑thinking skills.
• Strong verbal and written communication skills.
• Extensive quantitative analysis skills.
• Ability to influence people across levels and functions.
• Ability to thrive in ambiguity.
• Self‑starter.
• Awareness of the competition and differentiating factors in the market.
• Education:
  
  a college/university degree and/or relevant proven work experience; MBA preferred.
• Experience in strategy consulting or comparable analytical field.
• Proven ability to manage deadlines and tight turnarounds.
• Experience in wealth management or broader financial services preferred.

Salary Range: $114,700 - $194,900 USD (base pay). Northern Trust provides a comprehensive benefits package including 401(k) and pension retirement benefits, 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. A discretionary bonus program, possibly including an equity component, is also available.

USA EEO STATEMENT:
It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status, or any other legally protected status.