Strategic Growth Partner, Wealth Management

Northern Trust; 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 spans across Wealth Client Group to assess performance, staffing, revenue opportunities, budgets, and trade-offs to scale the team for high-impact results.

Requires 10+ years in strategy/wealth management, a Bachelor’s degree, and strong execution with data-driven insights.

Qualifications

• 10+ years of experience 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.
• Strong strategic execution skills with ability to evaluate performance, develop measurable outcomes and influence across stakeholders.
• Proven experience in using data to identify trends that drive business results.

Responsibilities

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

Skills

Strategy

Business enablement

Transformation

Wealth management

Leadership

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 spans across Wealth Client Group to assess performance, staffing, revenue opportunities, budgets, and trade-offs to scale the team for high-impact results.

Requires 10+ years in strategy/wealth management, a Bachelor’s degree, and strong execution with data-driven insights.