Wealth Strategies Senior Associate: Client Growth & Onboarding

Northern Trust; Lake Forest (IL); On-site; USD 74,000 - 126,000; Full time

Job summary

Northern Trust is seeking a Senior Associate in Wealth Strategies, Wealth Management, based in the Lake Forest area. You will work closely with Wealth Strategists to support the sales process, prepare materials and onboarding documentation, and coordinate with Trust, Investment & Banking Partners on new opportunities.

Develop knowledge of investment management, fiduciary and financial planning matters while handling client communications, preparing proposals, and maintaining a proactive prospect

Qualifications

• Undergraduate degree or equivalent experience.
• Strong computer skills: PowerPoint, Word, Excel.
• Some years of wealth management or similar experience.
• Basic knowledge of personal financial planning, trust and investment products.

Responsibilities

• Support Wealth Strategists across the sales process, including prospecting materials and meetings.
• Prepare client and prospect documents, fee proposals, and onboarding paperwork.
• Coordinate with the broader sales team for new business opportunities.

Skills

PowerPoint

Word

Excel

Education

Undergraduate degree or equivalent experience

Job description

Northern Trust is seeking a Senior Associate in Wealth Strategies, Wealth Management, based in the Lake Forest area. You will work closely with Wealth Strategists to support the sales process, prepare materials and onboarding documentation, and coordinate with Trust, Investment & Banking Partners on new opportunities.

Develop knowledge of investment management, fiduciary and financial planning matters while handling client communications, preparing proposals, and maintaining a proactive prospect