Associate, Wealth Management Sales Support – Lead Engagement

Northern Trust

. Actively conduct outreach to potential sales leads generated from marketing efforts and a variety of databases and digital tools .

Posted 5/9/2026full-timeChicago • Illinois • 🇺🇸 United StatesSenior💰 $74,200 - $126,200 per yearWebsite

About the role

Key responsibilities & impact

Actively conduct outreach to potential sales leads generated from marketing efforts and a variety of databases and digital tools
Serve as a first point of sales engagement, initiating outreach and preparing sales leads for a warm handoff to front-line sales teams
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
Compile detailed research on prospective Wealth Management clients using advanced research tools and resources
Assist partners in the preparation of proposals used to demonstrate and book fees associated with Wealth Management services
Conduct asset allocation studies using the WealthBench application
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

Requirements

What you’ll need

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; completion of or progress toward advanced degree and/or industry certification desired, but not required
3-5 years in financial services, sales support and/or sales lead engagement; marketing or writing experience also considered
Experience with Microsoft applications, including intermediate to advanced Word, Excel and Teams experience

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

sales lead engagementRFP responseasset allocation studiesWealthBench applicationproposal preparationreporting and analysisinvestment management principlesbanking services

Soft Skills

communication skillswriting skillscoordinationorganizational skills

Certifications

undergraduate degreeadvanced degreeindustry certification