SPECIALIST, STRATEGIC GROWTH PROGRAMSOH: R159939
The Specialist, Strategic Growth Programs supports the execution of Wealth Management's strategic growth initiatives and business priorities. Reporting to the Head of Sales Enablement, this role partners with stakeholders across Sales, Marketing, Wealth Advisory, Family Office Solutions, Product, and Operations to help coordinate projects, perform analysis, track progress, and support the successful delivery of growth-focused programs.
The ideal candidate is highly organized, analytically minded, and execution-oriented, with the ability to manage multiple priorities and contribute to cross-functional initiatives in a fast-paced environment.
Key Responsibilities- Support the execution of strategic growth initiatives aligned to Wealth Management business priorities.
- Assist with project planning, coordination, and implementation activities across multiple workstreams.
- Conduct research and analysis related to sales performance, market opportunities, competitive insights, and business growth initiatives.
- Prepare presentations, meeting materials, status updates, and executive reporting for leadership stakeholders.
- Track project milestones, action items, risks, and dependencies to support successful delivery of key initiatives.
- Support pilot programs, process improvements, and new business initiatives by gathering data, coordinating stakeholders, and monitoring results.
- Analyze sales, pipeline, referral, and growth-related metrics to identify trends and support decision-making.
- Collaborate with cross-functional partners to facilitate project execution and drive follow-through on business priorities.
- Support annual planning, leadership meetings, and special projects as needed.
Required Knowledge and Skills- Strong organizational and project coordination skills.
- Excellent written, verbal, and presentation communication abilities.
- Analytical mindset with strong problem-solving capabilities.
- Ability to manage multiple projects and priorities simultaneously.
- Proficiency in Microsoft PowerPoint, Excel, and Word.
- Proficiency Power BI or other business intelligence platforms preferred.
- Proficiency in Customer Relationship Management (CRM) platforms preferred.
- Strong attention to detail and follow-through.
- Ability to work effectively across teams and build collaborative relationships.
Education and Experience- Bachelor's degree strongly preferred.
- Approximately 4-6 years of experience in financial services, wealth management, sales support, business analysis, project coordination, sales enablement, or a related field.
- Experience supporting cross-functional projects and business initiatives preferred.
- Interest in wealth management, sales strategy, and business growth initiatives.
Success ProfileThe successful candidate is a proactive and dependable contributor who thrives on execution, organization, and delivering results. They are comfortable working behind the scenes to coordinate complex initiatives, solve problems, and help move strategic priorities from planning to implementation.
Salary Range:
$95,600 - 162,400 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.
Work AuthorizationApplicants 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).
