Lead Engagement Associate

Northern Trust • Chicago, IL

6d • 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.

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