About the Role

Northern Trust’s Global Sales Organization is seeking a Lead Engagement Associate to join our Wealth Management client acquisition team, which is tasked with actively conducting outreach to potential sales leads generated from marketing efforts and a variety of databases and digital tools. This role serves as a first point of sales engagement, initiating outreach and preparing sales leads for a warm handoff to front-line sales teams. The Lead Engagement Associate will work closely with sales enablement, marketing and front-line sales teams to maintain and advance a pipeline of high-quality leads.

Key Responsibilities

• Prioritization & Outreach: Organize, prioritize and conduct outreach via phone calls, emails and other channels as appropriate. Execute a structured cadence of outreach, follow-up and qualification activities.

• Lead Qualification & Conversion Support: Assess fit, needs, timeline and readiness of leads, and communicate information to front-line sales teams. Conduct warm handoff to front-line sales.

• CRM Management: Maintain accurate and up-to-date records in Salesforce, ensuring data integrity and actionable insights.

• Campaign Support: Collaborate with marketing teams to execute lead nurturing campaigns using tools like Marketo.

Additional Responsibilities

• Lead Identification: Utilize digital tools and platforms to identify potential leads or prospects within target markets.

• Lead Qualification: Assess and score leads based on predefined criteria to ensure alignment with business objectives.

• Reporting & Analytics: Track lead performance metrics and provide insights to optimize conversion strategies.

• Sales Support: Additional responsibilities in support of Wealth Management sales efforts may include conducting and providing research on leads and prospects and/or writing responses to Requests for Proposal (RFPs) for wealth and investment management services.

Qualifications

• Bachelor’s degree in marketing, Business, Finance, or related field (or equivalent experience)

• 2–3 years of experience in sales, sales support, prospecting and/or wealth management, with interest in a sales or sales support environment in financial services

• Ability to build rapport through proactive outreach

• Persistent follow‑up discipline

• Strong consultative communication skills, attention to detail and organizational skills

• Experience and ability working in a dynamic team environment supporting sales professionals

Preferred Skills

• Knowledge of Northern Trust, wealth management principles, and/or financial services industry

• Understanding of digital marketing strategies and lead scoring models, familiarity with Salesforce and/or experience with marketing automation tools is a plus

• Ability to manage multiple workflows

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:

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.