Wealth Strategy & Growth Lead

ntrs; Chicago (IL); On-site; USD 115,000 - 195,000; Full time

Benefits offered by this job

Retirement benefits

Health benefits

Paid time off

Parental leave

Life and disability insurance

Other voluntary benefits

Discretionary bonus program

Job summary

Northern Trust is seeking a Specialist, Business Strategy to partner with Wealth Client Group leadership, translating growth objectives into actionable plans, priorities, and resource decisions. The role shapes multi-year strategy, budgets, and initiatives to scale the business and maximize client value.

The position requires a strong balance of strategic thinking, financial discipline, and execution focus, with a proven ability to influence across stakeholders and deliver measurable outcomes.

Qualifications

• 10+ years of experience in strategy, business enablement, consulting, transformation, asset management, wealth management, intermediary distribution, or related leadership roles.
• Bachelor's degree is required.
• Understanding of sales, distribution, product commercialization, and financial drivers in asset or wealth management.
• Strong strategic execution skills with the ability to evaluate business performance, develop recommendations and connect to measurable outcomes.
• Ability to influence and coordinate across stakeholders, business partners, and cross-functional teams.
• Strong leadership, organizational, written and verbal communication skills.
• Proven experience in using data to identify trends that will drive business results.

Responsibilities

• Support development of Wealth Client Group's multi-year growth strategy.
• Translate growth objectives into practical business plans, milestones, ownership models, and measures of success.
• Develop recommendations to advance client acquisition, asset growth, strategic account engagement, and product prioritization.
• Evaluate staffing models, advisor coverage, territory design, sales support needs, capability gaps, and resource allocation against business objectives.
• Support leadership decisions around prioritization, budget considerations, investment requirements, trade-offs, and sequencing of strategic initiatives.
• Develop business cases for technology, automation, data, reporting, and enablement investments that improve scale, visibility, and operating leverage.
• Identify opportunities to improve sales effectiveness through better tools, reporting, training, workflow simplification, and follow-through on high-value opportunities.
• Analyze market, competitor, industry, advisor, and client trends to identify growth opportunities and potential gaps.
• Provide concise updates and recommendations to leadership on progress, decisions needed, risks, and expected business value.

Skills

Strategy experience

Leadership

Communication skills

Data-driven decisions

Influence across stakeholders

Cross-functional collaboration

Education

Bachelor's degree

Job description

Northern Trust is seeking a Specialist, Business Strategy to partner with Wealth Client Group leadership, translating growth objectives into actionable plans, priorities, and resource decisions. The role shapes multi-year strategy, budgets, and initiatives to scale the business and maximize client value.

The position requires a strong balance of strategic thinking, financial discipline, and execution focus, with a proven ability to influence across stakeholders and deliver measurable outcomes.