Wealth Strategies Associate — Client Growth & Onboarding

Northern Trust Corp; Lake Forest, Northern (IL, KY); Hybrid; USD 74,000 - 126,000; Full time

Benefits offered by this job

401k and pension

Health and welfare benefits

Paid time off

Parental and caregiver leave

Discretionary equity bonus

Job summary

Northern Trust Corp in Lake Forest, IL seeks a Senior Associate in Wealth Strategies to support Wealth Strategists across the sales process. You will help prepare presentations, fee proposals, and client materials, coordinate with Trust, Investment & Banking partners, and assist onboarding new clients.

The role also involves maintaining prospect files, coordinating meetings, and gaining expertise in fiduciary and financial planning matters to support ongoing client relationships.

Qualifications

• Undergraduate degree or equivalent experience.
• Strong computer skills in PowerPoint, Word and Excel.
• Wealth management or similar experience is preferred.
• Basic knowledge of personal financial planning, trust and investment products.
• Organizational and PC skills to prepare prospect materials and presentations.

Responsibilities

• Support Wealth Strategists in the sales process, including prospecting and COI management.
• Prepare presentations, fee proposals and client materials for meetings.
• Coordinate the broader sales team for new business opportunities.
• Onboard new clients and maintain the sales pipeline and reports.
• Communicate with clients and attorneys to gather information for opportunities.
• Develop knowledge of trust-oriented services and financial planning offerings.

Skills

PowerPoint

Word

Excel

Education

Undergraduate Degree

Job description

Northern Trust Corp in Lake Forest, IL seeks a Senior Associate in Wealth Strategies to support Wealth Strategists across the sales process. You will help prepare presentations, fee proposals, and client materials, coordinate with Trust, Investment & Banking partners, and assist onboarding new clients.

The role also involves maintaining prospect files, coordinating meetings, and gaining expertise in fiduciary and financial planning matters to support ongoing client relationships.