Address
Form of workAbout 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.
Working Model: Hybrid
We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.
Role/ Department:
The Global Family & Private Investment Offices team ("GFO") is a sales and client servicing group, within the Wealth Management division, specifically dedicated to supporting ultra-high net worth individuals and families (>$200m of investable assets), their charities and foundations. Given their wealth, these families act like institutions but require a personal and high touch approach, as well as the highest level of discretion. Our families wealth is mixed in nature with some being multi-generational inherited wealth and some being new entrepreneurial wealth. With the diversity of their investments, they often take a broad range of products and services from Northern Trust including asset servicing (custody), fiduciary, fund administration, investment management and banking/credit.
The Sr. Product Consultant role is responsible for ensuring the overall successful delivery of Partnership Accounting, General Ledger, and Tax Services to GFO clients. As part of a broader Client Service GFO team, the Sr. Product Consultant is a key technical expert, consulting on complex service delivery topics, identifying and resolving issues and proactively contributing to advancing the client service experience. Works with the sales and/or client service team to ensure that all partners understand the service needs in order to establish the proper ongoing support. This includes understanding all products in Wealth Management, C&IS and NTAM as these clients can use any combination as well as understanding and working with our Tax Partners as these are taxable clients. Works with clients, prospects, partners, and investment managers, as appropriate, to provide beginning-to-end implementation of product solutions.
The GFO team are seeking an enthusiastic, self-motivated and ambitious individual looking to grow in experience and knowledge alongside the group as we expand our client base.
The key responsibilities of the role include:
- Displays a balanced, cross-functional perspective, liaising with the internal partners to improve efficiency, effectiveness and productivity.
- Responsible for overall project planning and event management for key clients, inclusive of ensuring all relevant internal and external parties are aware of ongoing projects and are held responsible for meeting their respective deliverables. Also responsible for keeping the client and other key stakeholders informed of progress towards project completion.
- Engages with the client's senior management on difficult/complex issues, including error resolution and management.
- Works with clients and/or partners to devise solutions using technology. This may include custom production or system development.
- Works with relationship manager and client to gain understanding of client needs and implements accordingly.
- Develops solutions to implementation problems that are satisfactory to both client and partners. Anticipates problems based on analysis of implementation issues.
- Ensures that all necessary client documentation is completed according to audit guidelines. Provides procedures and documentation for account servicing.
- Keeps abreast of new and existing bank products and services in order to meet the needs and experience of new and existing clients.
Professional Experience / Qualifications
- Expert-level knowledge with one or more applicable product disciplines (partnership accounting, tax, custody, IRAS, etc.); multiple preferred.
- Strategic thinking and problem-solving skills, with the ability to analyze complex data and develop innovative solutions to complex business challenges.
- Strong interpersonal and communication skills, with the ability to build and maintain effective relationships with clients, stakeholders, and team members.
- Ability to successfully influence without direct authority
Experience
- Minimum 10 years in client servicing and Accounting/Tax operations supporting Asset Owners, Asset Managers and Global Family organizations or related roles.
- A track record of success in driving service excellence, creatively solving problems and partnering with a cross-functional group to improve client outcomes
- Technical skills/systems knowledge is required to coordinate account implementation and enhancement.
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.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply 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 MyHRHelp@ntrs.com.
We hope you're 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.
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.
Working Model: Hybrid
We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.
Role/ Department:
The Global Family & Private Investment Offices team ("GFO") is a sales and client servicing group, within the Wealth Management division, specifically dedicated to supporting ultra-high net worth individuals and families (>$200m of investable assets), their charities and foundations. Given their wealth, these families act like institutions but require a personal and high touch approach, as well as the highest level of discretion. Our families wealth is mixed in nature with some being multi-generational inherited wealth and some being new entrepreneurial wealth. With the diversity of their investments, they often take a broad range of products and services from Northern Trust including asset servicing (custody), fiduciary, fund administration, investment management and banking/credit.
The Sr. Product Consultant role is responsible for ensuring the overall successful delivery of Partnership Accounting, General Ledger, and Tax Services to GFO clients. As part of a broader Client Service GFO team, the Sr. Product Consultant is a key technical expert, consulting on complex service delivery topics, identifying and resolving issues and proactively contributing to advancing the client service experience. Works with the sales and/or client service team to ensure that all partners understand the service needs in order to establish the proper ongoing support. This includes understanding all products in Wealth Management, C&IS and NTAM as these clients can use any combination as well as understanding and working with our Tax Partners as these are taxable clients. Works with clients, prospects, partners, and investment managers, as appropriate, to provide beginning-to-end implementation of product solutions.
The GFO team are seeking an enthusiastic, self-motivated and ambitious individual looking to grow in experience and knowledge alongside the group as we expand our client base.
The key responsibilities of the role include:
- Displays a balanced, cross-functional perspective, liaising with the internal partners to improve efficiency, effectiveness and productivity.
- Responsible for overall project planning and event management for key clients, inclusive of ensuring all relevant internal and external parties are aware of ongoing projects and are held responsible for meeting their respective deliverables. Also responsible for keeping the client and other key stakeholders informed of progress towards project completion.
- Engages with the client's senior management on difficult/complex issues, including error resolution and management.
- Works with clients and/or partners to devise solutions using technology. This may include custom production or system development.
- Works with relationship manager and client to gain understanding of client needs and implements accordingly.
- Develops solutions to implementation problems that are satisfactory to both client and partners. Anticipates problems based on analysis of implementation issues.
- Ensures that all necessary client documentation is completed according to audit guidelines. Provides procedures and documentation for account servicing.
- Keeps abreast of new and existing bank products and services in order to meet the needs and experience of new and existing clients.
Professional Experience / Qualifications
- Expert-level knowledge with one or more applicable product disciplines (partnership accounting, tax, custody, IRAS, etc.); multiple preferred.
- Strategic thinking and problem-solving skills, with the ability to analyze complex data and develop innovative solutions to complex business challenges.
- Strong interpersonal and communication skills, with the ability to build and maintain effective relationships with clients, stakeholders, and team members.
- Ability to successfully influence without direct authority
Experience
- Minimum 10 years in client servicing and Accounting/Tax operations supporting Asset Owners, Asset Managers and Global Family organizations or related roles.
- A track record of success in driving service excellence, creatively solving problems and partnering with a cross-functional group to improve client outcomes
- Technical skills/systems knowledge is required to coordinate account implementation and enhancement.
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.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply 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 MyHRHelp@ntrs.com.
We hope you're 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.
