Wealth Growth Programs Specialist

Northern Trust Corp; Chicago, Northern (IL, KY); Hybrid; USD 96,000 - 162,000; Full time

Benefits offered by this job

401k and pension

Health and welfare benefits

Paid time off

Parental and caregiver leave

Life & accident insurance

Discretionary bonus program

Job summary

Northern Trust is a global leader delivering wealth management, asset servicing, asset management and banking services. The Specialist, Strategic Growth Programs supports growth initiatives by coordinating projects across Sales, Marketing, Wealth Advisory, Family Office Solutions, Product, and Operations to deliver programs on time.

Reporting to the Head of Sales Enablement, the role requires highly organized, analytical, execution-oriented individuals with 4–6 years in financial services or

Qualifications

• 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.
• Power BI or other BI platforms preferred.
• CRM platforms preferred.
• Strong attention to detail and follow-through.
• Ability to work effectively across teams and build collaborative relationships.
• 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.

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

Project coordination

Communication skills

Analytical mindset

Multiple priorities

PowerPoint

Excel

Word

Power BI

CRM platforms

Attention to detail

Cross-team collaboration

Education

Bachelor's degree preferred

Tools

Power BI

CRM platforms

Microsoft PowerPoint

Job description

Northern Trust is a global leader delivering wealth management, asset servicing, asset management and banking services. The Specialist, Strategic Growth Programs supports growth initiatives by coordinating projects across Sales, Marketing, Wealth Advisory, Family Office Solutions, Product, and Operations to deliver programs on time.

Reporting to the Head of Sales Enablement, the role requires highly organized, analytical, execution-oriented individuals with 4–6 years in financial services or