Junior Sales Associate, Wealth & Family Office

Northern Trust Corp; Chicago, Northern (IL, KY); Hybrid; USD 53,000 - 79,000; Full time

Benefits offered by this job

Discretionary bonus program

Retirement benefits (401k and pension)

Job summary

Northern Trust is seeking a Sales Associate to support the Global Family Office (GFO) Sales Team with pipeline management, reporting, and event coordination. This role provides exposure to family office, wealth management, and banking solutions while building a foundation in sales and relationship management.

You'll work with Wealth Strategists and Senior Sales Associates, develop presentation materials, and help ensure a smooth, organized sales process through hands-on mentorship and practical

Qualifications

• Bachelor's degree in Finance, Business, Economics, Marketing, Communications, or related field.
• 0-2 years of professional experience.
• Internship or prior experience in financial services, sales support, marketing, business operations, event planning, or client service preferred.
• Strong academic performance and leadership are a plus.

Responsibilities

• Maintain the GFO sales pipeline in Salesforce and reporting tools.
• Prepare recurring sales metrics and pipeline reports.
• Create and maintain client presentations, prospect materials, marketing updates, briefing memoranda, and other sales deliverables.
• Coordinate logistics for meetings, events, conferences and webinars.
• Support Senior Sales Associates and Wealth Strategists with prospect research and admin follow-up.
• Organize sales documentation and team resources.
• Collaborate with Northern Trust units on sales and client engagement initiatives.
• Monitor deadlines and ensure timely deliverables.
• Develop understanding of wealth management capabilities through training.
• Assist with admin tasks for the GFO Head of Sales.

Skills

Salesforce familiarity

Microsoft Office

Data analysis & reporting

Written & verbal communication

Project coordination

Multi-priority management

Team collaboration

Education

Bachelor's degree

Tools

Salesforce

CRM platforms

Job description

Northern Trust is seeking a Sales Associate to support the Global Family Office (GFO) Sales Team with pipeline management, reporting, and event coordination. This role provides exposure to family office, wealth management, and banking solutions while building a foundation in sales and relationship management.

You'll work with Wealth Strategists and Senior Sales Associates, develop presentation materials, and help ensure a smooth, organized sales process through hands-on mentorship and practical