About Northern Trust:
Northern Trust a Fortune 500 company is a globally recognized awardwinning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the worlds 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 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.
Onboarding of new clients
- Act as the main point of contact with the client and build relationships with external investment managers internal partners across the Implementation team as well as Client & Data Solutions inhouse technology & product development partners and senior management during the implementation process
- Maintain a consistent Implementation process and control framework following established process and controls. Be in constant communication with Total Portfolio Solutions (TPS) management and partners for best practices and issue escalation
- Provide clients with transparency into the onboarding process honestly presenting aspects of the project going well and addressing those that are not in the spirit of resolving issues before they become project roadblocks
- Manage multiple projects simultaneously from beginning to end
- Facilitate weekly client meetings including producing agendas status reporting and document next steps
- Coordinate and perform system configuration and testing as needed
- Identify and communicate bespoke client requests and requirements and work with internal business and IT partners to address
- Work closely with teams across the organization to ensure operational readiness
- Assist in developing implementation methodology standards procedures and templates
- On an ongoing basis collaborate with teams across the business to ensure onboarding process is up to date and effective
- Ensure all escalations are identified and communicated to management appropriately
- Travel as necessary to visit new clients and prospective clients 23 days per quarter)
Required Knowledge & Skills
- Selfstarter Performs independently with coaching. Leads and directs the efforts of team peers stakeholders.
- Coordinates with teams across Total Portfolio Solutions to improve client service quality and operating excellence.
- Ability to own lead and deliver multiple issues/initiatives across multiple areas to improve the service delivery efficiency and relationships
- Proactively recommends and champions value added efforts to improve overall service quality and promote employee engagement
- Excellent written and oral communication skills.
- An effective communicator and facilitator with strong analytical and presentation skills
- Results oriented takes initiative to identify areas to add value and executes quickly and effectively.
- Highly flexible and adaptable to change
- Attention to detail
- Works with a sense of urgency
- Experience creating dashboards and developing project metrics.
- Advanced knowledge of Microsoft Suite (Project Excel Word PowerPoint).
- Ability to apply operational business practices and coordinate with other closely related areas to improve efficiency.
- Basic understanding of institutional investment industry including markets and investment instruments.
- Basic understanding of investment operational processes including transactional impacts cash movements and accruals.
- Basic understanding of accounting / reporting methods including IBOR ABOR and True NAV to support complete and accurate data capture.
- Knowledge of performance measurement concepts. Understanding of performance benchmarks and their use
Qualifications
- Minimum of 510 years of relevant / applicable experience at least five of which is performing project management functions preferably in financial services
- PMP certification is preferred
- Demonstrated experience leading teams on complex initiatives
- B.A. or B.S. degree
- A genuine desire and capability to work in a fastpaced professional inclusive environment which requires teamwork wellhoned problemsolving skills frequent reprioritization deadline management ongoing and comprehensive communication constant attention to detail and a commitment to continuous improvement and best practices.
#LIHY
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Salary Range:
$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 wellbeing 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.
Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us andapply 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 .
We hope youre 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.
Required Experience:
IC