Lead, Wealth Management Business Strategy

Lead, Wealth Management Business Strategy

OH: R157139

This role will report to the Head of Strategy, Wealth Management and support the strategic growth agenda of the business with analytics, executive‑facing presentations, competitive research, and related initiatives. It requires strong structuring and analytical skills, fluency in PowerPoint and Excel, ability to build and manage relationships with multiple internal stakeholders, and deliver high‑quality output on a condensed timeline. Consulting experience in financial services with a leading professional services firm or internal strategy work with a banking institution strongly preferred. Select Responsibilities Include Drive key strategic analyses and projects working across the senior management team and cross‑functional partners. Design recommendations around growth strategy and operating model changes. Assess competitive positioning and analyze broader economic and technological trends and outlooks for potential implications for the wealth‑management industry. Collaborate with cross‑functional teams including sales, finance, marketing, and product development. Manage and maintain key relationships with internal subject‑matter experts/partners. Stay closely involved with daily performance management at the business unit level. Support participation in the annual Board of Directors Strategic Planning Review. Analyze potential partnership and/or acquisition opportunities, assessing structures, risks and return potential. Create and deliver high‑quality presentations to senior executives. Knowledge Exceptional problem‑solving and critical‑thinking skills. Strong verbal and written communication skills. Extensive quantitative analysis skills. Ability to influence people across levels and functions. Ability to thrive in ambiguity. Self‑starter. Is aware of the competition and the factors that differentiate them in the market. Explains difficult or sensitive information; works to build consensus. Experience A college or university degree and/or relevant proven work experience is required; MBA preferred. Experience in strategy consulting or a comparable analytical field. Proven ability to manage deadlines and tight turnarounds. Ability to manage multiple stakeholders and interface with senior leadership. Experience in wealth management or broader financial services preferred. Salary Range

$114,700 – $194,900 USD

Benefits Northern Trust provides a comprehensive benefits package including retirement benefits (401(k) and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well‑being benefits. A discretionary bonus program that may include an equity component is also available. Work Authorization Applicants must be authorized to work in the U.S. without the need for employment‑based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity. Reasonable Accommodation Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at View email address on click.appcast.io or discuss your individual requirements with the recruiter. #J-18808-Ljbffr Northern Trust