Lead Engagement Associate

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.

About the Role

Northern Trust’s Global Sales Organization is seeking a Lead Engagement Associate to join our Wealth Management client acquisition team, which is tasked with actively conducting outreach to potential sales leads generated from marketing efforts and a variety of databases and digital tools. This role serves as a first point of sales engagement, initiating outreach and preparing sales leads for a warm handoff to front-line sales teams. The Lead Engagement Associate will work closely with sales enablement, marketing and front-line sales teams to maintain and advance a pipeline of high-quality leads.

Key Responsibilities

• Prioritization & Outreach: Organize, prioritize and conduct outreach via phone calls, emails and other channels as appropriate. Execute a structured cadence of outreach, follow-up and qualification activities.

• Lead Qualification & Conversion Support: Assess fit, needs, timeline and readiness of leads, and communicate information to front-line sales teams. Conduct warm handoff to front-line sales.

• CRM Management: Maintain accurate and up-to-date records in Salesforce, ensuring data integrity and actionable insights.

• Campaign Support: Collaborate with marketing teams to execute lead nurturing campaigns using tools like Marketo.

Additional Responsibilities

• Lead Identification: Utilize digital tools and platforms to identify potential leads or prospects within target markets.

• Lead Qualification: Assess and score leads based on predefined criteria to ensure alignment with business objectives.

• Reporting & Analytics: Track lead performance metrics and provide insights to optimize conversion strategies.

• Sales Support: Additional responsibilities in support of Wealth Management sales efforts may include conducting and providing research on leads and prospects and/or writing responses to Requests for Proposal (RFPs) for wealth and investment management services.

Qualifications

• Bachelor’s degree in marketing, Business, Finance, or related field (or equivalent experience)

• 2–3 years of experience in sales, sales support, prospecting and/or wealth management, with interest in a sales or sales support environment in financial services

• Ability to build rapport through proactive outreach

• Persistent follow‑up discipline

• Strong consultative communication skills, attention to detail and organizational skills

• Experience and ability working in a dynamic team environment supporting sales professionals

Preferred Skills

• Knowledge of Northern Trust, wealth management principles, and/or financial services industry

• Understanding of digital marketing strategies and lead scoring models, familiarity with Salesforce and/or experience with marketing automation tools is a plus

• Ability to manage multiple workflows

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)

Salary Range:

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. #MadeForGreater

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 [email protected].

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.