Wealth Management Finance is seeking a highly analytical and motivated professional to join the team as Director, Financial Analysis. This position provides an excellent opportunity to gain broad exposure to executive leadership, strategic planning, corporate development, and enterprise decision-making.
Key responsibilities:
- Lead financial analysis and business case development for strategic initiatives, growth opportunities, partnerships, and other business investments.
- Support potential acquisition activity through valuation analysis, financial modeling, due diligence, and executive decision support.
- Partner with business leaders to develop and evaluate strategic initiatives and long-term growth opportunities.
- Support Wealth Management strategic planning process, including initiative-level modeling and low-range financial projections.
- Analyze large and complex data sets to identify trends, opportunities, risks, and actionable insights.
- Develop and enhance scorecards, dashboards, performance metrics, and analytical frameworks that improve decision-making.
- Prepare executive-ready presentations and recommendations for senior leadership.
- Act as a trusted thought partner on high-priority and often ambiguous business challenges.
The ideal candidate is intellectually curious, highly analytical, and energized by solving complex business problems. They demonstrate strong ownership, sound judgement, and the ability to quickly move from ambiguity to insight and action.
This role is ideal for someone who:
- Thrives in a fast-paced environment with evolving priorities
- Is comfortable working through ambiguity
- Builds strong partnerships across functions and levels of organization
- Can quickly move from problem identification to insight and recommendation
- Wants broad exposure across strategy, corporate development, analytics, and business leadership.
Qualifications:
- 10+ years of experience in finance, strategy, corporate development, consulting, analytics, FP&A, or related fields
- Strong financial modeling and analytical capabilities
- Experience developing business cases and evaluating strategic opportunities
- Demonstrated ability to work with large and complex datasets and translate analysis into actionable recommendations
- Advanced Excel skills and familiarity with analytical tools such as Power BI, Tableau, SQL, or similar platforms
- Strong communication, presentation, and influencing skills
- Ability to lead initiatives and drive outcomes through collaboration and influence rather than direct authority
- Ability to independently manage multiple priorities and deliver high-quality work in a dynamic environment
Working Model: Hybrid (#LI-Hybrid)
We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.
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 (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)
Salary Range:
$137,400 - 240,400 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k 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. Northern Trust also provides a discretionary bonus program that may include an equity component.
