Strategic Portfolio Specialist - Wealth Management

Strategic Portfolio Specialist

The Strategic Portfolio Management (SPM) team, part of the Business Enablement group, supports Northern Trust's Wealth Management (WM) business by overseeing its portfolio of strategic initiatives and capital investments.

This team drives alignment between strategy and execution, manages the WM Capital portfolio, and leads governance and reporting processes that enhance financial and operational efficiency. The ideal candidate will bring financial acumen, strategic insight, and strong communication skills to support initiatives that improve partner and client experiences.

As a senior member of the SPM team, the Strategic Portfolio Specialist will lead complex initiatives, facilitate governance, and partner with senior leadership to optimize investment decisions and ensure value realization across the WM portfolio.

Major Duties :

• Lead and improve strategic processes for developing, presenting, and reporting financial and operational analysis.
• Create and deliver analysis and presentations that distill complex data into actionable insights for senior leaders, both regularly and as needed.
• Develop and maintain portfolio reporting to provide transparency and support decision-making across Wealth Management.
• Develop advanced financial models, scenario analyses, and executive-level reports.
• Mentor junior team members and foster collaboration across SPM, Product, and Technology partners.
• Drive change management by proactively resolving issues and championing accountability.
• Build trusted relationships with Wealth Management leadership to ensure alignment and transparency.

Qualifications :

Salary Range : $114,700 - 194,900 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including 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, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

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 and apply today.

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.