Northern Trust
Financial Services
SeniorConsultant,ClientImplementation,TotalPortfolioSolutions
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Consultant, Client Implementation, Total Portfolio Solutions at Northern Trust. Skills: Client implementation, Total portfolio solutions, Performance methodologies, Data conversion. Provide subject matter expertise. Act as a point of contact”
Industry & Context.
Problem-solving skills
What They're Looking For.
Must Have
5+ years relevant experience, Project-based working experience, Demonstrated experience supporting teams, Solid communication skills, B. A. or B. S. degree
Nice to Have
CFA qualification a bonus, CIPM qualification a bonus, CAIA qualification a bonus
What You'll Do.
Provide subject matter expertise
Act as a point of contact
Build relationships with investment managers
Provide support within data conversion
Guidance and training of junior resources
Liaise with team members
Participate in internal meetings
Provide status reporting
Perform due diligence
Coordinate system configuration
Perform system testing
Identify bespoke client requests
Address client requirements
Ensure operational readiness
Develop implementation methodology standards
Develop implementation procedures
Develop implementation templates
Collaborate to ensure onboarding process is up to
Collaborate to ensure onboarding process is effective
Communicate escalations to management
How You'll Work.
Team & Collaboration
Internal teams; Investment managers; Client & Data Solutions; Technology partners; Product development partners; Senior management; Broader Client Implementation group; Teams across the organization; Teams across the business
Communication Scope
Written communication; Oral communication; Presentation skills
Process & Methodology
Project management
Full 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. **New Client Onboarding Responsibilities** * Provide subject matter expertise around performance methodologies, data conversion and the Fund Manager platform to clients and internal teams * Act as a point of contact and build relationships with external investment managers, internal partners across the Implementation team as well as Client & Data Solutions, in-house technology & product development partners, and senior management during the implementation process * Provide support within the data conversion workstream of new client onboardings. This includes guidance and training of more junior resources within the team * Liaise with team members and the broader Client Implementation group on issues, best practices and planning * Participate in regular internal meetings providing status reporting, due diligence and issue resolution * Coordinate and perform system configuration and testing as needed * Help 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 appropriat
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