Senior Strategy Lead, Wealth Growth & Enablement

RiseMe; Chicago (IL); On-site; USD 115,000 - 195,000; Full time

Job summary

Northern Trust is seeking a Specialist, Business Strategy within Wealth Client Group to translate growth objectives into clear priorities, resource decisions, and execution plans. The role sits across Wealth Client Group to assess performance, staffing, revenue opportunities, budgets, and operational trade-offs to help the team scale and focus on high-impact opportunities.

This position requires a strong balance of strategic thinking, financial discipline, business judgment, and execution.

Qualifications

• 10+ years in strategy, business enablement, consulting, transformation, asset management, wealth management, intermediary distribution, or related leadership roles.
• Bachelor’s degree is required.
• Understanding of sales, distribution, product commercialization, and financial drivers in asset or wealth management.

Responsibilities

• Support development of Wealth Client Group’s multi-year growth strategy and annual strategic priorities.
• Translate growth objectives into practical business plans, milestones, ownership models, and measures of success.
• Develop recommendations to advance client acquisition, asset growth, strategic account engagement, and product prioritization.
• Evaluate staffing models, advisor coverage, territory design, sales support needs, capability gaps, and resource allocation against business objectives.
• Support leadership decisions around prioritization, budget considerations, investment requirements, trade-offs, and sequencing of strategic initiatives.
• Develop business cases for technology, automation, data, reporting, and enablement investments that improve scale, visibility, and operating leverage.
• Identify opportunities to improve sales effectiveness through better tools, reporting, training, workflow simplification, and follow-through on high-value opportunities.
• Analyze market, competitor, industry, advisor, and client trends to identify growth opportunities and potential gaps.
• Provide concise updates and recommendations to leadership on progress, decisions needed, risks, and expected business value.

Skills

Strategy development

Leadership

Cross-functional collaboration

Data-driven decision making

Communication

Education

Bachelor’s degree

Job description

Northern Trust is seeking a Specialist, Business Strategy within Wealth Client Group to translate growth objectives into clear priorities, resource decisions, and execution plans. The role sits across Wealth Client Group to assess performance, staffing, revenue opportunities, budgets, and operational trade-offs to help the team scale and focus on high-impact opportunities.

This position requires a strong balance of strategic thinking, financial discipline, business judgment, and execution.