Wealth Management Specialist

Northern Trust

. Support the growth and success of Advisory, Investment, Banking and Sales partners through coaching, training, and guidance .

Posted 10/16/2026full-timeUnited StatesMid-LevelSenior💰 $131,675 - $223,905 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in coaching and training within wealth management and financial advisory, focusing on client acquisition, retention, and behavioral change. Proficient in developing training materials and measuring advisor performance through KPIs.

Highest-signal resume keywords

Wealth Management ExperienceCoaching And Training SkillsClient Relationship ManagementCommunication And Presentation SkillsBehavioral Change Influence

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisorySales CoachingConsultative TechniquesKPI MeasurementTraining Material DevelopmentBusiness DevelopmentGoal-SettingProspecting TechniquesGDWM Platform ExpertiseGPS Platform Expertise

Soft Skills

Interpersonal SkillsInfluencing SkillsFeedback DeliveryTeam CollaborationStakeholder Engagement

Tools & Technologies

GDWM PlatformGPS PlatformPrivate Passport

Industry Keywords

Wealth ManagementFinancial ServicesClient AcquisitionClient RetentionBehavioral ChangeTraining And DevelopmentSales StrategiesPerformance ImprovementCoaching SessionsBest-Practice Guides

About the role

Key responsibilities & impact

Support the growth and success of Advisory, Investment, Banking and Sales partners through coaching, training, and guidance
Conduct one-on-one and team coaching sessions on communication, client acquisition, and retention
Serve as the primary stakeholder for execution and adoption of GDWM and the GPS platform in the region
Develop subject matter expertise in GDWM and the GPS platform, including the Pacing Model
Assist advisors with prospecting and consultative revenue-generating techniques
Lead workshops on client relationship management, goal-setting, and business development
Track advisor progress against development plans and provide actionable feedback
Partner with leadership to embed growth-oriented behaviors into team practices and development programs
Support delivery of the wealth management value proposition through GPS and Private Passport
Create and maintain training materials, playbooks, and best-practice guides
Gather stakeholder insights to inform process improvements and digital solutions
Highlight advisor success stories across the Practice
Measure success through advisor KPI improvement, coaching feedback, and adoption of growth-oriented behaviors

Requirements

What you’ll need

Bachelor’s degree in Finance, Business, Marketing, or related field
5+ years of experience in wealth management, financial advisory, or sales coaching
Proven ability to influence and drive behavioral change within teams
Excellent communication, presentation, and interpersonal skills
Experience in training or coaching roles within financial services preferred
Must be authorized to work in the U.S. without employment-based visa sponsorship now or in the future
Northern Trust will not sponsor employment-based U.S. work visas for this opportunity

Benefits

Comp & perks

Retirement benefits (401k and pension)
Health and welfare benefits, including medical, dental, vision, spending accounts and disability
Paid time off
Parental and caregiver leave
Life and accident insurance
Other voluntary and well-being benefits
Discretionary bonus program that may include an equity component
Flexible and collaborative work culture
Movement within the organization is encouraged
Accessible senior leaders
Inclusive workplace
Reasonable accommodation and adjustments during the employment process