Northern Trust
Financial Services
NTAMInvestOpsBlr,TeamLead
“NTAM Invest Ops Blr, Team Lead at Northern Trust. Skills: Client onboarding, Team management, Process improvement. Oversee and lead team. Ensure accuracy and timeliness of client account openings”
Industry & Context.
Problem-solving; Analytical abilities; Resolving complex discrepancies
What They're Looking For.
Must Have
8 years plus experience in operational or service roles within the financial services industry, Expertise in client onboarding, Asset Management experience, Complex project management, Lateral collegial influencing, Excellence in detailed execution, Track record of using industry trends, data analytics, and automation for growth and risk, Proven success in driving change and transformation across diverse groups
Nice to Have
24 months as Associate Consultant (for internal applications)
What You'll Do.
Oversee and lead team
Ensure accuracy and timeliness of client account openings
Manage team performance
Drive process improvements
mentorship and performance feedback
Ensure team goals are met
Relationship Management
Manage onboardings in a project-management fashion
Participate in continual improvement of client experience
Collaborate with technology
investment operations
Act as a point of escalation for complex
Work closely with team and other internal and
Provide training and coaching to team members
Ensure team has skills and knowledge needed
Manage account and client creation
Enable the investments process
Drive initiatives to strengthen NTAM’s first line of
Instill a culture of continuous improvement
Reduce operational risk
Lead and contribute to projects
Ensure smooth implementation
Minimize disruption to daily operations
discrepancies and corrective actions
Ensure SLA documents and DPADs are reviewed regularly
Document with the latest update
How You'll Work.
Team & Collaboration
Cross-functional teams; Internal and external teams; Multiple groups and stakeholders
Communication Scope
Verbal communication; Written communication
Process & Methodology
Project management
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