Consultant, Business Process Management Wealth Management Automation Strategy & Execution

About Northern Trust

As a global leader in innovative wealth management asset servicing asset management and banking services Northern Trust (Nasdaq: NTRS) is proud to guide the worlds most successful individuals families corporations and institutions.

Since 1889 we have aligned our efforts with our three guiding Principles That Endure: Service Expertise and Integrity. Together they reflect the three cornerstones of business conduct which we strive to instill in our employees whom we call partners and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.

Position Summary

The Consultant Business Process Management is a strategic partner within the Wealth Management Automation Strategy & Execution team supporting assigned automation development and process improvement work from analysis and design through development testing implementation and ongoing support. The role works independently in straightforward situations and collaborates across business operations technology and risk teams to deliver practical technology-enabled solutions that improve efficiency strengthen controls enhance stakeholder experiences and support scalable growth using data automation AI and the Microsoft Power Platform ecosystem.

Major Responsibilities

Strategic Consulting & Process Transformation

• Partner with business leaders and stakeholders to identify operational challenges and opportunities for process optimization automation and digital transformation.
• Review existing systems processes and business problems; conduct current-state assessments process mapping gap analyses and feasibility studies to develop practical sustainable solutions.
• Lead or support process improvement initiatives that enhance efficiency scalability risk management controls and service delivery.
• Prepare or refine business requirements and use technical experience judgment and precedent to resolve straightforward issues within established guidelines.
• Facilitate stakeholder engagement prioritization governance and change management activities supporting strategic initiatives.

Automation Development Testing & Support

• Analyze design develop and support applications and workflow solutions that meet business and technical requirements and align with applicable technical frameworks policies and standards.
• Identify develop and implement automation solutions using Microsoft Power Platform including Power Apps Power Automate SharePoint and Dataverse as well as RPA Kofax and other approved technologies.
• Coordinate testing validate solution accuracy and completeness support implementation activities and provide ongoing project and technical support.
• Evaluate and implement AI-enabled solutions including Microsoft Copilot Studio intelligent agents conversational automation and generative AI technologies using established governance practices.
• Prepare user guides process documentation training materials and other supporting documentation as needed.
• Promote adoption of digital solutions and best practices across Wealth Management.

Project & Portfolio Management

• Complete assigned automation development and process improvement work accurately and on time by applying established guidelines policies procedures and priorities.
• Develop project plans manage timelines and work effort coordinate resources and monitor progress risks dependencies and key deliverables.
• Communicate status business outcomes risks and recommendations through transparent reporting and executive-level updates.
• Coordinate cross-functional activities involving Operations Technology Risk Compliance business leadership peers and immediate managers to support timely delivery.
• Review project activities and deliverables for accuracy completeness consistency and alignment with established guidelines and policies.

Reporting Analytics & Business Intelligence

• Design develop and maintain executive dashboards operational reporting KPIs and performance measurement frameworks.
• Develop scalable reporting and visualization solutions using Power BI Excel and related technologies.
• Analyze business and operational data to identify trends risks capacity constraints and opportunities for improvement.
• Translate complex data into meaningful insights and actionable recommendations for business leaders.

Knowledge Skills & Capabilities

• Expanded conceptual knowledge of principles practices procedures systems and technical frameworks used in automation development and process improvement.
• Ability to analyze options and solve problems in straightforward situations by applying technical experience judgment and precedent.
• Strong analytical organizational project management and stakeholder management skills with attention to detail and the ability to manage multiple priorities.
• Ability to work independently on assigned responsibilities while collaborating effectively across business operations technology risk and compliance teams.
• Ability to identify process improvement opportunities and support sustainable scalable and policy-aligned solutions.
• Effective written verbal presentation and documentation skills including the ability to communicate with business teams peers immediate managers and senior leadership.
• Ability to influence stakeholders and drive alignment without direct reporting authority.
• Technical proficiency in Microsoft Excel Power BI Microsoft Power Platform RPA Kofax Microsoft Office tools and other job-related systems used for automation development workflow analytics and reporting.
• Familiarity with Microsoft Copilot and Copilot Studio AI agents virtual assistants or generative AI solutions is preferred.

Experience & Certifications

• Bachelors/University degree in Business Finance Technology Information Systems or a related field or a comparable combination of education job-specific certification(s) and experience.
• Typically 3 years of relevant experience supporting automation development business process improvement operational transformation analytics or strategic initiative delivery.
• Experience designing and implementing solutions using Microsoft Power Platform including Power Apps and Power Automate.
• Experience creating business intelligence and reporting solutions using Power BI and advanced Microsoft Excel capabilities.
• ACCA or another relevant industry qualification may be required or preferred as applicable.

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.

Work Authorization

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).

Working with Us

As a Northern Trust partner you will be part of a flexible and collaborative work culture which has a strong history of financial strength and stability. Movement within the organization is encouraged senior leaders are accessible and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trusts history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

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 or alternatively you can discuss your individual requirements with the recruiter you are working with.