Sr Associate, Wealth Strategist

About Northern Trust
Northen Trust is a Fortune 500 company that has operated since 1889, offering innovative financial services to individuals, families, and institutions. With over 22,000 partners and 130 years of experience, we combine leading technology with exceptional service.

Major Duties

• Research prospects through Factiva and Lexis Nexis; prepare materials (letters, agreements, marketing updates) for prospect, COI or client meetings and presentations.
• Compile reports for prospects, COI or client meetings and presentations.
• Arrange logistics for prospect, COI or client meetings, including travel, audio‑visual aids, and reservations for seminars, lunches, and dinners.
• Execute special projects such as coordinating reports, preparing account analysis, and workflow reports to respond to specific account inquiries.
• Maintain prospect database; execute proactive DRIP campaigns to convert leads into prospects and set up files for new business prospects.
• Review and organize all asset/family information and trust documents to assess appointment status and identify discrepancies.
• Submit account documents to the legal area and external attorneys after inspection to ensure compliance and acquire missing information.
• Collaborate with Wealth Strategists to keep prospect files active and trigger follow‑up calls.
• Compose letters to prospective clients and conduct follow‑up telephone calls to arrange meetings.
• Communicate with partner areas about prospect/client relationships and initiate activities that satisfy partner or client needs.
• Respond to individual prospect or client inquiries via written correspondence or telephone.
• Develop in‑depth knowledge of trust‑oriented services (personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate and tax planning) through ongoing training.
• Lead sales calls and present to COIs or prospects independently, developing an independent calling program.

Knowledge

• Basic knowledge of personal financial planning, trusts, and investment products; proficiency with bank computer applications (Lotus Notes, Trust System, Contact Management).
• Understanding of fiduciary products and services, fee structures, documentation, and policies.
• Familiarity with departmental duties to direct client‑related inquiries.
• Analytical, organizational, and sales skills to manage the sales process proactively.

Experience

• Undergraduate degree or equivalent experience.
• Strong computer skills (PowerPoint, Word, Excel).
• 1–3 years of trust sales or trust relationship management experience.

Working With Us
We value flexibility, collaboration, and community service—qualities that define our people culture. Join a trusted institution that supports professional growth and rewards achievements.

Reasonable Accommodation
Northern Trust is committed to providing reasonable accommodations for individuals with disabilities. If you require accommodation at any stage of the process, please email our HR Service Center at