Manager, Business Strategy - Wealth Management
Core
Lead strategic portfolio management processes, governance, and reporting to optimize investment decisions and ensure alignment between business strategy and execution for Northern Trust's Wealth Management business.
Role type
Manager, Business Strategy (Strategic Portfolio Management)
Builds
Strategic initiatives portfolio, financial models, scenario analyses, and executive-level presentations
Domain
Wealth Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Strategic thinking, financial analysis, portfolio management, data analysis, change management, team leadership, executive communication, scenario analysis, organizational skills
Preferred skills
Advanced Excel, PowerPoint, relationship building across organizational levels
Responsibilities
Lead strategic portfolio management processes and governance; Develop and present financial and operational analyses to senior leadership; Create portfolio reporting for decision-making; Build financial models and scenario analyses; Partner with Product, Technology, and Wealth Management leadership; Drive change management and issue resolution; Mentor team members and foster cross-functional collaboration
Seniority
Manager, hands-on leadership