Wealth Strategies Associate: Prospecting & Onboarding

001 The Northern Trust Company; Lake Forest (IL); On-site; 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

Life & accident insurance

Other voluntary benefits

Discretionary bonus program and equity

Job summary

Northern Trust is hiring a Senior Associate in Wealth Strategies within Wealth Management, based in Lake Forest, IL. You will support Wealth Strategists across the sales process, prepare materials, and coordinate client onboarding and documentation.

The role involves preparing proposals, coordinating meetings, and maintaining the pipeline while developing knowledge of fiduciary and investment services.

Qualifications

• Undergraduate Degree or equivalent experience.
• Strong computer skills - PowerPoint, Word, Excel.
• Some years of wealth management or similar experience.

Responsibilities

• Research prospects and prepare materials for meetings and presentations.
• Compile reports for prospects, COI or client meetings and presentations.
• Make arrangements for prospect/COI/client meetings including travel and AV setup.
• Perform special projects coordinating reports and account analyses.
• Support proactive DRIP campaigns to convert leads into prospects.
• Review asset/family information to assess appointment status and document discrepancies.
• Maintain active prospect files with Wealth Strategist and initiate calls for progress.
• Compose letters to prospective clients and follow up by phone.
• Develop knowledge of trust-oriented services and financial planning.

Education

Undergraduate Degree or equivalent experience

Tools

PowerPoint

Word

Excel

Job description

Northern Trust is hiring a Senior Associate in Wealth Strategies within Wealth Management, based in Lake Forest, IL. You will support Wealth Strategists across the sales process, prepare materials, and coordinate client onboarding and documentation.

The role involves preparing proposals, coordinating meetings, and maintaining the pipeline while developing knowledge of fiduciary and investment services.