Director - Strategic Finance & Analysis (Wealth Management)

Key Responsibilities

• Lead financial analysis and business case development for strategic initiatives, growth opportunities, partnerships, and other business investments.
• Support potential acquisition activity through valuation analysis, financial modeling, due diligence, and executive decision support.
• Partner with business leaders to develop and evaluate strategic initiatives and long-term growth opportunities.
• Support Wealth Management strategic planning process, including initiative-level modeling and low-range financial projections.
• Analyze large and complex data sets to identify trends, opportunities, risks, and actionable insights.
• Develop and enhance scorecards, dashboards, performance metrics, and analytical frameworks that improve decision-making.
• Prepare executive-ready presentations and recommendations for senior leadership.
• Act as a trusted thought partner on high-priority and often ambiguous business challenges.

Qualifications

• 10+ years of experience in finance, strategy, corporate development, consulting, analytics, FP&A, or related fields.
• Strong financial modeling and analytical capabilities.
• Demonstrated ability to work with large and complex datasets and translate analysis into actionable recommendations.
• Advanced Excel skills and familiarity with analytical tools such as Power BI, Tableau, SQL, or similar platforms.
• Strong communication, presentation, and influencing skills.
• Ability to lead initiatives and drive outcomes through collaboration and influence rather than direct authority.
• Ability to independently manage multiple priorities and deliver high-quality work in a dynamic environment.

Working Model

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.

Salary Range

$137,400 - 240,400 USD

Benefits

• 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

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.