Lead Engagement Associate

Northern Trust • Chicago, IL

8d • Hybrid

About The Position

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. Northern Trust is a Fortune 500 company, a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. 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.

Requirements

• 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
• 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)

Nice To Haves

• 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

Responsibilities

• 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.
• Assess fit, needs, timeline and readiness of leads, and communicate information to front-line sales teams.
• Conduct warm handoff to front-line sales.
• Maintain accurate and up-to-date records in Salesforce, ensuring data integrity and actionable insights.
• Collaborate with marketing teams to execute lead nurturing campaigns using tools like Marketo.
• Utilize digital tools and platforms to identify potential leads or prospects within target markets.
• Assess and score leads based on predefined criteria to ensure alignment with business objectives.
• Track lead performance metrics and provide insights to optimize conversion strategies.
• 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.

Benefits

• 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
• other voluntary and well-being benefits
• discretionary bonus program that may include an equity component

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level