Strategic New Business Partner

Agnello & Rogers; Chicago, Northern (IL, KY); Hybrid; USD 96,000 - 162,000; Full time

Job summary

Northern Trust is seeking a high-caliber professional in Chicago to drive client opportunities and expand relationships within the wealth management and banking services space. The role combines strategic direction with hands-on execution across cross-functional teams, requiring deep industry knowledge and strong communication.

The candidate will support Relationship Managers, coordinate RFPs, and lead initiatives to grow the client base, while aligning with the firm’s service, expertise, and

Qualifications

• Excellent verbal and written communication skills are required.
• In-depth functional/industry knowledge is required.
• Highly flexible and adaptable to change.
• Technical skills/systems knowledge (MS Office, Workday) are required.

Responsibilities

• Supports or takes ownership of prospective client opportunities from referrals.
• Profiles prospects and positions capabilities for servicing teams.
• Follows up with prospective clients and advisors to arrange meetings.
• Presents bank product materials to prospects or designated liaison.
• Responds to questions, coordinates RFP responses, and develops fee proposals.
• Conducts prospect analysis to determine services needed.
• Initiates and follows through on requests for loan, checking, or savings account services.
• Assists existing Relationship Managers with client opportunity expansion.
• Operates independently with in-depth knowledge of the business unit.
• Provides leadership and strategic direction within the function.

Skills

Verbal and written communication

Industry knowledge

Flexibility/adaptability

MS Office/Workday knowledge

Education

Bachelor’s degree or higher

Tools

MS Office

Workday

Job description

Northern Trust is seeking a high-caliber professional in Chicago to drive client opportunities and expand relationships within the wealth management and banking services space. The role combines strategic direction with hands-on execution across cross-functional teams, requiring deep industry knowledge and strong communication.

The candidate will support Relationship Managers, coordinate RFPs, and lead initiatives to grow the client base, while aligning with the firm’s service, expertise, and