• Prospecting and assisting new clients; • Preparing, monitoring and closing commercial proposals; • Studying, researching and gathering market information; • Negotiating and closing deals with clients; • Managing accounts and identifying sales opportunities for new products and services; • Keeping the CRM system and calendar up to date; • Managing, participating in, and achieving the company's satisfaction targets.

Title: Change Consultant and Senior Trainer Location: Chicago United States Job Description: 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. As a Change Consultant and Senior Trainer, you will define, develop, and deliver learning and change solutions to internal Wealth Management partners as part of the Change Enablement and Execution Team. You bring strong expertise in learning strategy, instructional design, video storytelling, and creative learning applications, along with the ability to deliver engaging live training, outreach, and direct Q&A sessions. Beyond training delivery, you bring a structured change and project management mindset, enabling you to plan, execute, and measure change initiatives that drive meaningful adoption and sustained behavior change. You understand that successful learning is not just delivered, it is adopted, embedded, and measured. Training expertise in Salesforce s beneficial. Experience in the financial services industry and familiarity with business functions such as account opening, money movement, document sharing, CRM systems, trusts, or investments is also an advantage. You thrive in a fast-paced, collaborative, and continuously evolving Agile environment. Additionally, you bring: - Excellent oral and written communication skills, with the ability to engage and influence all levels of the organization, including executive leadership - Strong instructional design and/or organization development capabilities, with flexibility to tailor solutions to diverse audiences and business needs - Demonstrated ability to manage learning and change initiatives as projects, including planning, sequencing, dependency management, and risk mitigation - Technical proficiency in building learning deliverables using tools such as Articulate (Rise and Storyline), Captivate, Toonimo, Microsoft Office 365 Tools, Canva and/or Adobe Premiere Pro - A proactive, results-oriented approach with the ability to independently drive open items to completion - Proven skill in coaching and motivating users through change, addressing resistance, and reinforcing new ways of working - Working knowledge of change management methodologies (e.g., stakeholder analysis, readiness assessment, reinforcement planning) and Agile delivery concepts such as MVPs and product roadmaps - Strong ability to analyze adoption, engagement, and effectiveness metrics, translating insights into continuous improvement actions - Solid understanding of financial services processes across platforms and systems WHAT YOU'LL DO As a partner on the Change Management team, you will be an integral member of agile, cross-functional teams working to transform how our business operates and serves clients. We nourish a diverse and inclusive culture and welcome you to help grow our community. As a Change Consultant and Senior Trainer, you will: - Partner with management, performance consultants, product owners, and subject matter experts to understand desired business outcomes and translate them into measurable learning and change objectives - Lead the planning and execution of training and change initiatives, applying project management discipline to ensure timely, coordinated delivery across stakeholders - Apply change management methodologies to assess readiness, identify risks, and support sustained adoption of new processes, tools, and behaviors - Design, develop, and deliver blended learning solutions, including instructor-led training, e-learning, performance support, and reinforcement activities - Facilitate live learning sessions, office hours, and targeted outreach to support pilots, releases, and post deployment adoption - Define and track adoption and effectiveness metrics (e.g., participation, proficiency, usage, feedback), using insights to continuously improve learning and change strategies - Maintain an inventory of training and organization development assets, managing schedules and priorities aligned to business roadmaps - Represent the Change Management and Training function in cross-functional meetings, providing clear status updates, risks, and recommendations - Support process implementation and optimization by leveraging data-driven insights and feedback loops Desired Skills: - Articulate (Rise, Storyline) - Adobe Captivate - Camtasia - Toonimo - Microsoft Office 365 tools (Teams, Word, Excel, Co-Pilot, Clipchamp) - Canva - Adobe Premiere Pro Working Model: Hybrid 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 3 days per week and working from home 2 days per week. We are open to location for this position, if there is a Northern Trust office within a reasonable commute to satisfy our in-office requirement. Salary Range: $95,600 - 162,400 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. #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 MyHRHelp@ntrs.com. 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.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Advisor will work in Central CA (Fresno, Tulare County) and must be based in this territory and available to travel locally to meet with plan participants as necessary. What you will do - Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes - Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans - Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner - Manage meeting schedule, including travel booking - Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants - Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance - Achieve plan level and individual goals to help achieve service level agreements and business results - Participate in client meetings, sales finals, or other external meetings as needed - Work collaboratively across internal service and management teams to improve effectiveness What you will bring - Bachelor's degree or equivalent work experience in lieu of a degree - 3 – 5 years relevant financial services experience - Strong presentation skills required - Proficiency in MS Word, Excel, PowerPoint, and Teams required - Strategic thinker who can work independently required - Strong relationship building and territory management skills required - FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred - FINRA fingerprinting required upon hire What will set you apart - Working knowledge of Salesforce preferred - Working knowledge of building blocks for successful retirement planning preferred - Basic understanding of defined contribution plans preferred - Practical experience providing high-level, consultative client interactions preferred ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. - Medical, dental, vision and life insurance - Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup - Tuition reimbursement up to $5,250/year - Business-casual environment that includes the option to wear jeans - Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year - Paid volunteer time — 16 hours per calendar year - Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) - Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $79,400.00 - $112,175.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 04-04-2026 Want the latest money news and views shaping how we live, work and play? 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About the Role Were looking for enthusiastic, service-minded individuals to join our growing travel team as Remote Travel Advisors. In this role, youll help clients design and book memorable vacations from honeymoons and family trips to luxury cruises and adventure tours. Key Responsibilities - Consult with clients to understand their travel preferences and needs - Research and design personalized travel itineraries including accommodations, transportation, and excursions - Manage bookings and coordinate travel logistics to ensure seamless experiences - Provide outstanding customer service and maintain long-term client relationships - Stay informed about travel trends, destinations, and seasonal offers What We Offer - 100% remote position (work from home) - Flexible scheduling - Full training provided no prior travel industry experience required - Access to professional development resources - Supportive team environment and performance-based growth opportunities Qualifications - Passion for travel and customer service - Excellent communication and organizational skills - Ability to work independently and manage time effectively - Comfortable using online tools for research and booking - Prior experience in travel planning, hospitality, or customer service is a plus If you're excited about helping others create unforgettable travel experiences, wed love to hear from you