Wealth Strategy Associate — Client-Facing

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

Benefits offered by this job

401(k) and pension

Health, dental, vision

Discretionary bonus

Job summary

Northern Trust is seeking an Investment Associate to manage the administrative aspects of a portfolio and support Portfolio Advisors. The role includes preparing client-ready materials and coordinating with various internal teams.

You will master the GDWM tool, assist in client meetings, and help ensure compliance and risk controls while delivering high-quality service to sophisticated clients. Salary range reflects U.S. market norms.

Qualifications

• Knowledge of investment products and terminology; needed to prepare client meeting materials.
• Strong analytical, organizational, and communication skills to meet deadlines.
• Coursework towards CFA or CFP designation.
• Understands key business drivers to accomplish own work.
• 3+ years of experience in the financial services industry.
• Provides informal guidance to new team members.

Responsibilities

• Prepare portfolio materials for client review meetings.
• Set up files for existing or new clients with documentation (e.g., automatic payments, pledging securities, address changes).
• Order reports for portfolio managers or clients.
• Communicate with clients and portfolio managers on requests.
• Work with the tax area to research discrepancies and oversee adjustments on client accounts.
• Process client cash transfer requests and ensure funds are available.
• Process fund trades by established deadlines.

Skills

Investment products

Analytical skills

Organizational skills

Communication skills

Education

CFA or CFP designation

Tools

GDWM tool

EDS

PIMS

IMS

PAS

Job description

Northern Trust is seeking an Investment Associate to manage the administrative aspects of a portfolio and support Portfolio Advisors. The role includes preparing client-ready materials and coordinating with various internal teams.

You will master the GDWM tool, assist in client meetings, and help ensure compliance and risk controls while delivering high-quality service to sophisticated clients. Salary range reflects U.S. market norms.