About Northern Trust:

Northern Trust, a Fortune 500 company, is 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.

The Senior Associate, Wealth Strategies role supports Northern Trust Wealth Strategists and the National Sales Practice in various aspects of the sales process. Primary responsibilities include responding to RFPs and conducting prospect research. Other duties include completing asset allocation proposals, fee proposals and assigned special projects related to the sales process. Strong writing and analytical skills as well as a general knowledge of Northern Trust's business units are helpful in successfully completing responsibilities. Knowledge of investment management principles and intermediate to advanced Excel and Word experience are also strongly desired.

The key responsibilities of the role include:

•RFP Writing: Respond to RFPs for Northern Trust's Wealth Management services. Engage appropriate Northern Trust partners from all business units to accurately answer RFP questions and convey relevant information. Work with partners across the company and research investment topics to develop, edit and maintain material for use in proposals.

•Prospect Research: Compile detailed research on prospective Wealth Management clients using advanced research tools and resources.

•Fee Proposals: Assist partners in the preparation of proposals used to demonstrate and book fees associated with Wealth Management services.

•Asset Allocation: Conduct asset allocation studies using the WealthBench application.

•Special Projects: Complete special projects related to the sales process and lead generation as assigned. Support the evaluation, implementation and management of various tools used in the sales process. Assist with ongoing and ad hoc reporting and analysis related to sales process.

This role is Hybrid (2 days in office, 3 days remote)

The successful candidate will benefit from having:

Strong communication and writing skills

Knowledge of investment management principles and products, custody, trust and other banking services are helpful to perform primary duties

Ability to coordinate multiple workflows

Undergraduate degree or equivalent experience

2-5 years in financial services or sales support; marketing or writing experience also considered

Experience with Microsoft applications, including intermediate to advanced Word, Excel, PowerPoint and Teams experience

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve!Join a workplace with a greater purpose.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us andapply today.#MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you're excited about the role and the opportunity to work with us.

We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Additional Information