Senior Consultant, Client Onboarding

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 world's 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 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Responsibilities

• Manages new business implementations for global custody clients by working with client, consultant, prior custodian and investment manager to establish guidelines for transition.
• Serves as primary client contact on transition issues, communicating with client and other stakeholders (consultants and investment managers) directly to provide information on Northern Trust requirements for transition.
• Works with client and client servicing team to determine unique processing needs and translate those needs into procedures and documentation for various internal areas.
• Participates in pre implementation meetings, coordinating the needs of sales, operations, and relationship staff to identify new or existing client needs.
• Coordinates the client servicing and transition teams and establishes meetings to discuss ongoing servicing requirements.
• Collects pertinent client information (asset lists, key contacts, etc.) to ensure accurate account set up, distributing information to the appropriate internal areas.
• Creates and maintains transition project plan.
• Maintains and updates the new business timetable, including sales prospects, for senior transition and client servicing staff.
• Participates in the sales process as a subject matter expert, identifying prospect and client needs and producing/presenting transition delivery plans.
• Ensures the overall success of the project, including milestones, deliverable dates, and project scope.
• Responsible for the day to day execution of workstreams relevant to the overall project (including Custody, Risk & Performance, etc.).
• Coordinates workstream activities across regions for global custody projects.
• Provides leadership and direction to relevant workstream SMEs and BAs.
• Reports to Project Manager(s) and Program Manager(s) (when applicable) or the Steering Group.
• Works with regional resources to develop, plan and scope the project for respective workstreams.
• Accountable for the delivery of the custody workstream scope and plan to internal partners and the client.
• Identifies and reports on progress, issues, risks, resource constraints and needs of workstreams to the Project Manager/Program Manager (when applicable) or the Steering Group.
• Escalates when appropriate to the Steering Group.
• Key contact on the custody project for the client, interested third parties, and the Steering Group.
• Prepares, maintains and tracks the overall onboarding schedule.
• Manages changes to scope or plan, assessing any project risk, planning and resourcing, and notifying the steering group of any impact on the project.
• Ensures all workstreams meet milestones through constant monitoring of the onboarding schedule and adherence to governance documentation.
• Provides status reports regularly and in a timely manner to all workstreams, the Project Manager / Program Manager (when applicable) or the Steering Group and the client.
• Includes commentary on items in the onboarding schedule.
• Updates to be provided weekly, with the frequency of updates increasing as the migration approaches.

Qualifications

• Excellent organizational skills.
• Good analytical and negotiation skills.
• Project management skills are essential to direct implementation activities.
• Excellent verbal and written communication skills.
• Good formal presentation skills.
• Ability to put forward solutions as well as identify issues.
• Pro active approach with accuracy and attention to detail.
• Ability to work well under pressure and to tight deadlines.
• Able to tackle additional responsibilities outside of immediate duties.
• Proficient user of Microsoft Project, Visio, PowerPoint, Excel and Word.
• Investment management qualifications would be advantageous.
• Experience: a good knowledge of Custody products and services, usually acquired through work related experience, is necessary to manage client requirements and expectations.
• Knowledge of custody systems capabilities, usually acquired through experience or formal training, is required to co ordinate implementation of new business.
• Organizational, analytical, negotiation and project management skills are essential to direct implementation activities, prioritize tasks and lead and / or work with transition and client servicing teams.
• Knowledge of investment management operations gained within an asset management, fund accounting or similar environment.
• Business analysis / project management experience gained within an asset management or similar environment, including experience of the entire project lifecycle through implementation.

Work Authorization

Applicants must have the right to work in Ireland at the time of application and for the duration of employment. Northern Trust is unable to provide employment permit sponsorship for this role. This includes Critical Skills Employment Permits, General Employment Permits, Intra Company Transfer Employment Permits, Stamp 1G permissions, and other employment permits under Irish immigration frameworks.

EEO Statements

APAC/INDIA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources' decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Canada EEO STATEMENT Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected under federal, provincial, or local law, regulation, or ordinance.

EMEA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources' decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

USA EEO STATEMENT It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S).