Multigenerational Wealth Analyst - Northern Trust Institute at Northern Trust

Posted in General Business 13 days ago.

Type: Full-Time
Location: Chicago, Illinois





Job Description:


The Behavioral Science (BS) Analyst will work across multiple disciplines and expertise to develop comprehensive advisory deliverables for the Multigenerational Wealth Persona, Family Education and Governance, Philanthropic Advisory Services and The Northern Trust Institute (NTI). Working within a team of analysts, the BS Analyst will help shape and message the value proposition both internally and externally. Collaborating with NT Partners across Wealth Management, the BS Analyst will help to draw out themes, execute on strategic deliverables, develop content and plan events. As part of the Family Education and Governance and Philanthropic Advisory Services team, the BS Analyst will also have the opportunity to learn and deliver the Financial Essentials curriculum and support both individual client objectives and large scale client initiatives.

Responsibilities include:

•Research and translate trends to assist in decision-making, and succinctly communicate findings; manage persona dashboard

•Support the Behavioral Insights Advisor with behavioral science research; adapt research findings to help design innovative processes to marry Northern Trust expertise and behavioral science findings

•Design, implement and analyze client survey data to inform processes and client interaction best practices

•Identify opportunities to enhance and automate processes: including data flow and data quality to share insights with the team, find areas of improvement, and communicate value to leadership.

•Develop presentations for internal discussions and external client meetings

•Project management across content development, marketing, internal communications and change management activities;

•Manages and curates weekly NTI posts and newsletter and tracks metrics for each; assists with Life Event creation and process management

•Manages Multigenerational Wealth Persona Content Calendar. Collaborates with NT Advisors to create internal and external content with actionable insights.

•Works with Marketing to prioritize, support deadlines and drive social media engagement for NT Institute Instagram account

•Co-manages the Multigenerational Wealth Advisory Groups by co-leading discussions, facilitating decision making, overseeing priority coordination and executing on follow up

•Takes a leadership role in Next Gen Advisory Group projects and events

•Conducts periodic research on competitors, trends and areas of focus

•Responsible for consolidating and drafting strategic and executive summaries; may have direct interaction with committees and/or Senior Management

•Manages 3rd party relationships with external vendors







•Excellent written and oral communication skills

•College degree and 1-3 years of work experience in a related field

•Ability to think strategically, work independently, manage multiple projects, and collaborate effectively with internal partners

•Strong analytical and problem solving skills, including proficiency with Microsoft tools

•Highly flexible and adaptable to change

•Primary and secondary research experience desirable

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Working with Us:

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why we are honored to receive the following awards in 2021:

Gender Equality Index Member, Bloomberg

Top Financial & Banking Company, Black EOE Journal, Hispanic Network Magazine, Professional WOMAN'S Magazine

We'd love to learn more about how your interests and experience could be a fit with one of America's best banks and most sustainable companies! Build your career with us and apply today.

Additional Information