Wealth Management Senior Strategist

2 weeks ago

Chicago, Illinois, United States Northern Trust Full time
About Northern Trust

Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a leader in the financial services industry, providing innovative solutions and guidance to individuals, families, and institutions worldwide.

Our commitment to service, expertise, and integrity has enabled us to build long-lasting relationships with our clients, who trust us to manage their financial assets and provide them with peace of mind.

Job Overview

The Head of Strategy in our Wealth Management business is a senior leadership role responsible for driving the strategic vision and growth initiatives for the business. This role will work closely with the President and senior leadership team to define the business' strategic objectives, identify opportunities for growth, and ensure the alignment of resources to achieve sustainable competitive advantages in the marketplace.

The ideal candidate will possess a deep understanding of the financial services industry, financial acumen, and a strong ability to innovate and drive transformation. They will also have a track record of ensuring alignment between strategic leadership, growth initiatives, and client service excellence.

Key ResponsibilitiesStrategic Leadership

Develop and articulate the long-term strategic vision for the firm, aligned with corporate objectives, client needs, and market trends.

Market Analysis

Conduct comprehensive analysis of industry trends, market opportunities, and competitive threats, and translate these insights into actionable strategies.

Business Growth

Identify and assess opportunities for growth, including new markets, products, and service offerings. Develop business cases for strategic initiatives and lead cross-functional teams in their implementation.

Client Strategy

Collaborate with client-facing teams to design and implement strategies to enhance client engagement, deepen relationships, and grow assets under management.

Innovation & Transformation

Drive innovation in service delivery, client experience, and digital transformation. Lead initiatives that improve operational efficiency and create new value propositions for clients.

Partnerships & Alliances

Develop strategic partnerships and alliances with external stakeholders, including technology providers, financial institutions, and industry bodies, to enhance the firm's market positioning.

Strategic Planning

Lead the strategic planning process in close collaboration with the finance team and Office of the COO, including prioritization of initiatives, capital allocation, resource planning, etc.

Performance Monitoring

Establish key performance indicators (KPIs) and monitor the effectiveness of strategic initiatives, adjusting course as necessary to ensure success.

Reporting

Produce and manage an integrated quarterly report that provides a 360° view of the business unit's performance and health, including but not limited to BAU (business as usual) operational metrics, financial metrics, emerging risks, status, and accrued impact of the strategic initiatives, etc.

Risk Management

Identify and manage risks associated with strategic decisions and ensure compliance with regulatory requirements and ethical standards.

Qualifications & Experience

Education: Bachelor's degree in Business, Finance, Economics, or a related field. MBA or equivalent advanced degree strongly preferred.

Experience: Minimum of 10 years of experience in strategic roles within financial services, management consulting, or related industries.

Strategic Expertise: Proven track record of developing and executing successful growth strategies in a complex, competitive environment.

Leadership: Strong leadership experience, with the ability to influence and motivate teams across various functions.

Analytical Skills: Exceptional analytical skills with the ability to assess market conditions, analyze data, and make informed strategic decisions.

Communication: Excellent verbal and written communication skills, with the ability to present complex strategies clearly and persuasively to senior management and stakeholders.

Client Focus: Deep understanding and experience with shaping client-centric strategic priorities and service models.

Preferred Skills:

Innovation Mindset: Experience in leading digital transformation initiatives within the wealth management space.

Relationship Building: Strong networking and relationship-building skills, with the ability to cultivate partnerships internally and externally.

Influence: Ability to influence stakeholders across levels in the organization and propel them to action even without direct reporting lines.

Working with Us

As a Northern Trust partner, 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.

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 and apply today.

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