Lead, Wealth Management Business Strategy

Lead, Wealth Management Business Strategy

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. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Role Overview OH: R145445 This role will report to the Head of Strategy, Wealth Management and support strategic growth agenda of the business with analytics, executive facing presentations, competitive research, etc. It requires strong structuring and analytical skills, fluency in PowerPoint and Excel, ability to build and manage relationships with multiple internal stakeholders and deliver high quality output on condensed timeline.

Consulting experience in financial services with a leading professional services firm or internal strategy work with a banking institution strongly preferred.

• 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.

• 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 is required; MBA preferred.
• Experience in strategy consulting or comparable analytical field.
• Proven ability to manage deadlines and tight turnarounds.
• Ability to manage multiple stakeholders, interface with senior leadership.
• Experience in wealth management or broader financial services preferred.

$114,700 - $194,900 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401(k) 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.

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #Made For Greater

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at

Mid‑Senior level

Full‑time

Finance and Sales