Wealth Strategy Partner: Growth & Execution

056 Northern Trust Investments Inc; Chicago (IL); On-site; USD 115,000 - 195,000; Full time

Benefits offered by this job

Retirement benefits

Health and welfare benefits

Paid time off

Parental and caregiver leave

Life & accidental insurance

Other voluntary benefits

Job summary

Northern Trust is seeking a Senior Specialist, Business Strategy to partner with Wealth Client Group leadership, translating growth goals into priorities, budgets, and execution plans. This role demands strategic thinking, financial discipline, and cross-functional leadership to scale client growth and optimize resources.

The ideal candidate brings 10+ years in strategy or related leadership, strong analytical and communication skills, and a track record of delivering measurable business

Qualifications

• 10+ years of experience in strategy, business enablement, consulting, transformation, asset management, wealth management, intermediary distribution, or related business leadership roles.
• Bachelor’s degree is required.
• Strong ability to influence and coordinate across stakeholders and cross-functional teams.
• Experience using data to identify trends that will drive business results.

Responsibilities

• Support development of Wealth Client Group’s multi-year growth strategy and annual strategic priorities.
• 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

Strategic thinking

Financial analysis

Stakeholder management

Leadership

Communication

Education

Bachelor's degree

Job description

Northern Trust is seeking a Senior Specialist, Business Strategy to partner with Wealth Client Group leadership, translating growth goals into priorities, budgets, and execution plans. This role demands strategic thinking, financial discipline, and cross-functional leadership to scale client growth and optimize resources.

The ideal candidate brings 10+ years in strategy or related leadership, strong analytical and communication skills, and a track record of delivering measurable business