Strategic Growth Programs Lead – Wealth Management
Northern Trust
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Benefits offered by this job
Job summary
Northern Trust is seeking a detail‑oriented Specialist, Strategic Growth Programs to support Wealth Management growth initiatives. You will coordinate cross‑functional projects, perform analysis, and develop executive materials for leadership.
The role emphasizes organization, analytics, and execution in a fast-paced environment. The ideal candidate has a strong communication style, is highly collaborative, and can manage multiple workstreams while delivering results.
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 a related field.
- Experience supporting cross-functional projects and business initiatives preferred.
- Interest in wealth management, sales strategy, and business growth initiatives.
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
Education
Tools
Job description
Northern Trust is seeking a detail‑oriented Specialist, Strategic Growth Programs to support Wealth Management growth initiatives. You will coordinate cross‑functional projects, perform analysis, and develop executive materials for leadership.
The role emphasizes organization, analytics, and execution in a fast-paced environment. The ideal candidate has a strong communication style, is highly collaborative, and can manage multiple workstreams while delivering results.
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