Manager, Business Strategy - Wealth Management

001 The Northern Trust Company; Chicago (IL); Sur place; USD 115 000 - 195 000; Plein temps

Résumé du poste

Northern Trust is seeking a Strategic Portfolio Manager within Wealth Management Business Enablement to oversee the portfolio of strategic initiatives, ensuring alignment between business strategy and execution. You will partner with senior leaders to optimize investment decisions and governance.

You will lead portfolio reporting and financial analyses, build models, and present executive-level findings, while mentoring team members and fostering cross-functional collaboration with Product,

Qualifications

• 8 - 10+ years of experience in Finance, Business Strategy, Operations Strategy or other similar relevant experience.
• Strong financial, portfolio, and data analysis capabilities.
• Advanced Excel and PowerPoint skills.
• Excellent executive communication and presentation skills.
• Ability to influence senior leaders and drive decisions through analysis.
• Strong strategic thinking, problem-solving, and organizational skills.
• Ability to work independently and drive initiatives to completion.
• Experience building relationships across all organizational levels.
• Ability to manage a team.

Responsabilités

• Lead strategic portfolio management processes, governance, and reporting.
• Develop and present financial and operational analyses to senior leadership.
• Create portfolio reporting that provides transparency for decision-making.
• Build financial models, scenario analyses, and executive-level presentations.
• Partner with Product, Technology, and Wealth Management leadership.
• Drive change management, accountability, and issue resolution.
• Maintain visibility into portfolio risks, dependencies, investments, and outcomes.
• Mentor team members and foster cross-functional collaboration.

Connaissances

Executive communication

Strategic thinking

Problem solving

Leadership

Influence senior leaders

Cross-functional collaboration

Independent work

Relationship building

Outils

Excel

PowerPoint

Description du poste

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Summary

The Strategic Portfolio Management (SPM) team within Wealth Management Business Enablement oversees the portfolio of strategic initiatives and capital investments, ensuring alignment between business strategy and execution. The role partners with senior leaders to optimize investment decisions, portfolio governance, reporting, and value realization.

Key Responsibilities

• Lead strategic portfolio management processes, governance, and reporting.
• Develop and present financial and operational analyses to senior leadership.
• Create portfolio reporting that provides transparency for decision-making.
• Build financial models, scenario analyses, and executive-level presentations.
• Partner with Product, Technology, and Wealth Management leadership.
• Drive change management, accountability, and issue resolution.
• Maintain visibility into portfolio risks, dependencies, investments, and outcomes.
• Mentor team members and foster cross-functional collaboration.

Required Experience & Skills

• 8 - 10+ years of experience in Finance, Business Strategy, Operations Strategy or other similar relevant experience
• Strong financial, portfolio, and data analysis capabilities.
• Advanced Excel and PowerPoint skills.
• Excellent executive communication and presentation skills.
• Ability to influence senior leaders and drive decisions through analysis.
• Strong strategic thinking, problem-solving, and organizational skills.
• Ability to work independently and drive initiatives to completion.
• Experience building relationships across all organizational levels.
• Ability to manage a team.

Salary Range

Salary Range: $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 (401k 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.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Looking for greater?

You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

APAC/INDIA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Canada EEO STATEMENT

Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

EMEA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

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.

EEO Know Your Rights (U.S.)

EEO Know Your Rights (U.S.)