Specialist, Strategic Growth Programs

001 The Northern Trust Company; Chicago (IL); On-site; USD 96,000 - 162,000; Full time

Benefits offered by this job

Retirement benefits

Health & welfare benefits

Paid time off

Parental leave

Life Insurance

Bonus program

Well-being programs

Job summary

Northern Trust is seeking a Specialist in Strategic Growth Programs, based in Chicago, to help coordinate cross-functional initiatives across Sales, Marketing, Wealth Advisory, and Operations. The role requires strong organizational skills, analytical thinking, and execution focus, with experience in wealth management or related fields.

The position involves planning, analysis, executive reporting, and supporting growth-focused programs, including pilot projects and process improvements.

Qualifications

• Bachelor's degree strongly preferred.
• Approximately 4-6 years of experience in financial services, wealth management, sales support, business analysis, project coordination, sales enablement, or related field.

Responsibilities

• Support the execution of strategic growth initiatives aligned to Wealth Management business priorities.
• Assist with project planning, coordination, and implementation activities across multiple workstreams.
• Conduct research and analysis related to sales performance, market opportunities, competitive insights, and business growth initiatives.
• Prepare presentations, meeting materials, status updates, and executive reporting for leadership stakeholders.
• Track project milestones, action items, risks, and dependencies to support successful delivery of key initiatives.
• Support pilot programs, process improvements, and new business initiatives by gathering data, coordinating stakeholders, and monitoring results.
• Analyze sales, pipeline, referral, and growth-related metrics to identify trends and support decision-making.
• Collaborate with cross-functional partners to facilitate project execution and drive follow-through on business priorities.
• Support annual planning, leadership meetings, and special projects as needed.

Skills

Organizational skills

Project coordination

Communication

Analytical mindset

Project management

MS Office

Power BI

CRM

Attention to detail

Collaboration

Education

Bachelor's degree

Tools

Power BI

CRM platforms

Microsoft Office

Job description

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.

SPECIALIST, STRATEGIC GROWTH PROGRAMS OH: R159939

The Specialist, Strategic Growth Programs supports the execution of Wealth Management’s strategic growth initiatives and business priorities. Reporting to the Head of Sales Enablement, this role partners with stakeholders across Sales, Marketing, Wealth Advisory, Family Office Solutions, Product, and Operations to help coordinate projects, perform analysis, track progress, and support the successful delivery of growth-focused programs. The ideal candidate is highly organized, analytically minded, and execution-oriented, with the ability to manage multiple priorities and contribute to cross-functional initiatives in a fast-paced environment.

Key Responsibilities

• Support the execution of strategic growth initiatives aligned to Wealth Management business priorities.
• Assist with project planning, coordination, and implementation activities across multiple workstreams.
• Conduct research and analysis related to sales performance, market opportunities, competitive insights, and business growth initiatives.
• Prepare presentations, meeting materials, status updates, and executive reporting for leadership stakeholders.
• Track project milestones, action items, risks, and dependencies to support successful delivery of key initiatives.
• Support pilot programs, process improvements, and new business initiatives by gathering data, coordinating stakeholders, and monitoring results.
• Analyze sales, pipeline, referral, and growth-related metrics to identify trends and support decision-making.
• Collaborate with cross-functional partners to facilitate project execution and drive follow-through on business priorities.
• Support annual planning, leadership meetings, and special projects as needed.

Required Knowledge and Skills

• Strong organizational and project coordination skills.
• Excellent written, verbal, and presentation communication abilities.
• Analytical mindset with strong problem-solving capabilities.
• Ability to manage multiple projects and priorities simultaneously.
• Proficiency in Microsoft PowerPoint, Excel, and Word.
• Proficiency Power BI or other business intelligence platforms preferred.
• Proficiency in Customer Relationship Management (CRM) platforms preferred.
• Strong attention to detail and follow-through.
• Ability to work effectively across teams and build collaborative relationships.

Education and Experience

Bachelor's degree strongly preferred. Approximately 4-6 years of experience in financial services, wealth management, sales support, business analysis, project coordination, sales enablement, or a related field. Experience supporting cross-functional projects and business initiatives preferred. Interest in wealth management, sales strategy, and business growth initiatives.

Success Profile

The successful candidate is a proactive and dependable contributor who thrives on execution, organization, and delivering results. They are comfortable working behind the scenes to coordinate complex initiatives, solve problems, and help move strategic priorities from planning to implementation.

Salary Range

Salary Range: $95,600 - 162,400 USD Salary range is a good faith estimate of base pay.

Benefits

• 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
• 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.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

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.

Terms and Conditions

Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

EEO Statements

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.)