Lead, Wealth Management Business Strategy

Northern Trust • Chicago, IL

1d

About The Position

This role will report to the Head of Strategy, Wealth Management and support the strategic growth agenda of the business with analytics, executive facing presentations, competitive research, etc. It requires strong structuring and analytical skills, fluency in PowerPoint and Excel, ability to build and manage relationships with multiple internal stakeholders and deliver high-quality output on a condensed timeline. Consulting experience in financial services with a leading professional services firm or internal strategy work with a banking institution is strongly preferred.

Requirements

• Exceptional problem-solving and critical thinking skills.
• Strong verbal and written communication skills.
• Extensive quantitative analysis skills.
• Ability to influence people across levels and functions.
• Ability to thrive in ambiguity.
• Self-starter.
• Is aware of the competition and the factors that differentiate them in the market.
• Explains difficult or sensitive information; works to build consensus.
• A College or University degree and/or relevant proven work experience is required.
• Proven ability to manage deadlines and tight turnarounds.
• Ability to manage multiple stakeholders, interface with senior leadership.
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

Nice To Haves

• MBA preferred.
• Experience in strategy consulting or comparable analytical field.
• Experience in wealth management or broader financial services preferred.

Responsibilities

• Drive key strategic analyses and projects working across the senior management team and cross-functional partners.
• Design recommendations around growth strategy, business and operating model changes.
• Assess competitive positioning and analyze broader economic and technological trends and outlooks for potential implications for the wealth management industry.
• Collaborate with cross-functional teams including sales, finance, marketing, and product development.
• Manage and maintain key relationships with internal subject matter experts/partners.
• Stay closely involved with daily performance management at the business unit level.
• Support participation in the annual Board of Directors Strategic Planning Review.
• Analyze potential partnership and/or acquisition opportunities, assessing structures, risks and return potential.
• Create and deliver high-quality presentations to senior executives.

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: Senior