Northern Trust

Financial Planning and Analysis

• Consults with clients to identify their goals, objectives and appetite for risk.
• Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern target profiles
• Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners around various strategies, particularly around concentrated positions
• Collaborates and understands working with NTSI traders to ensure excellence in execution
• Participates in team conversations to help develop and implement best in class investment strategies and solutions that will to maximize their sales efforts
• Thorough documentation of client notes/interaction into Salesforce is a must to ensure all members of the advisory team are informed and kept up to date on client interaction
• Monitors the market and information sources to make appropriate and timely strategy decisions to clients and partners
• Fully participates in all ongoing training and meeting initiatives
• Sets personal sales goals and business plan with manager based on experience and product knowledge
• Providing the highest level of client service to clients is a top priority
• Operates independently; has in-depth knowledge of business unit / function
• As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level
• Carries out activities that are large in scope, cross-functional and technically difficult.
• Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities
• Conducts preliminary analysis
• Responsible for direct interaction with different committees and/or management
• Strategic in developing, implementing and administering programs within functional areas

Financial Advisor

Accounting Manager

• Responsible for the accurate review and sign-off of Net Asset Value (NAV) calculations
• Act as the subject matter expert for fund-specific requirements within the team
• Play a key leadership role in driving system enhancements and procedural improvements
• Coordinate rollout of system enhancements and ensure effective adoption across the team
• Act as a key liaison, collating feedback from the Fund Accounting function
• Provide informed input to relevant internal and external stakeholders
• Oversee and coordinate system testing activities within the team
• Represent the team on cross-functional process improvements and project deliverables
• Mentor and support individuals during projects and assignments
• Identify, delegate, and manage projects and assignments
• Provide clear progression feedback and support to individuals and project teams
• Contribute to the development of the department’s long-term strategy

Consultant, Fund Accounting

SEO Marketing

• Implement on-page, technical, and off-page SEO recommendations to improve rankings, traffic, and conversions
• Execute keyword research and mapping tasks aligned to client goals and strategic direction
• Write and publish high-quality, SEO-optimized content including blog posts, landing pages, product descriptions, and website copy
• Execute metadata updates, internal linking changes, alt text optimization, and other on-page tasks
• Perform competitor and backlink analysis to support broader SEO initiatives
• Maintain keyword tracking, rank monitoring, and optimization checklists
• Execute technical SEO recommendations and audits (crawlability, indexing, Core Web Vitals, schema)
• Identify and resolve crawlability, indexation, and site structure issues
• Implement schema markup and structured data
• Optimize page speed and Core Web Vitals
• Coordinate with development teams to ensure technical fixes are implemented correctly and on time
• Support site migrations and platform transitions
• Maintain optimization checklists and document findings
• Track, measure, and report on SEO performance using Google Analytics, Google Search Console, SEMRush and other industry tools
• Develop custom dashboards and reports that communicate impact to stakeholders
• Present strategies, findings, and results to clients with confidence
• Maintain documentation of experiments, changes, and outcomes to inform future work
• Assist in shaping the narrative for client-facing performance recaps and QBRs

Intermediate SEO Strategist – Contractor

Conversion Rate Optimizer

• Own CRO strategy and testing roadmap across clients.
• Design, execute, and analyze A/B and multivariate tests (landing pages, funnels, UX elements, messaging).
• Propose test ideas with clear hypotheses, rationale, expected outcomes, and prioritization.
• Maintain a CRO testing calendar and prioritization framework.
• Document test learnings, QA notes, and rollout recommendations.
• Analyze user behavior via GA4, Microsoft Clarity, and similar tools.
• Identify friction points in conversion paths and recommend UX improvements.
• Evaluate desktop vs. mobile behavior and conversion trends to inform device-specific optimizations.
• Partner with developers and creative teams to implement CRO-driven improvements.
• Interpret Core Web Vitals, PageSpeed Insights, and Lighthouse reports.
• Collaborate with development teams to assess performance impacts on conversion.
• Ensure CRO tests and site changes do not negatively impact performance or tracking.
• Own GA4 configuration, governance, and ongoing QA across clients.
• Build, maintain, and own TapClicks dashboards and reporting accuracy.
• Automate reporting for media KPIs, conversions, and ROI analysis.
• Validate data consistency across platforms (Google Ads, Meta, LinkedIn, GA4, CRM).
• Lead Google Tag Manager (GTM) setup, audits, and troubleshooting.
• Implement and maintain platform pixels and event tracking.
• Align goals, events, and attribution with media teams.
• Collaborate with developers and clients to resolve tracking and CRM integration issues.
• Serve as an escalation point for analytics and tracking issues.
• Conduct deep-dive performance analysis to identify trends and growth opportunities.
• Translate complex analytics into clear, client-ready recommendations.
• Support forecasting, budget modeling, channel mix planning, and attribution strategy.

Digital Analytics, CRO Manager

Director

• Cultivate and manage deep, long-term relationships with Ultra-High Net Worth (UHNW) clients
• Develop referrals and leads from internal and external sources
• Understand each client’s unique family dynamics, financial goals, and philanthropic aspirations
• Partner with a team of experts to develop customized wealth management strategies
• Orchestrate specialists to provide holistic financial services
• Develop tailored meeting agendas and presentations
• Review accounts to enhance client relationships
• Contribute to organic growth and engage subject-matter experts

Director II – Family Office Solutions

Auditor

• Functions in various roles on audit engagements, including leading audits, staffing audits, and providing consulting or oversight functions based on the needs of the team
• Responsible for staying current on regulatory rules and changes within the industry
• Manages and performs special projects as assigned
• Participates in meetings with business unit to discuss audit results
• Communicates with partners at all levels, developing and presenting recommendations on operations and controls for the business unit
• Utilizes understanding of various Corporate units to ensure operations, services, and systems have proper audit controls in place (i.e., design of the control environment)
• Evaluates corporate management, business processes, business controls and operating practices during audits and consulting/monitoring engagements
• Applies analytical skills to review information and determine potential control weaknesses
• Develops a thorough understanding of the Northern Trust Audit Methodology and adheres to all applicable Department Standards
• Completes and compiles a high-quality summary of findings and recommendations for review in a concise and professional manner

Auditor – AML and Financial Crimes

Program Manager

• Lead the end-to-end delivery of multiple interconnected projects , ensuring alignment with client goals and organizational priorities.
• Serve as a trusted expert on the client’s business, industry trends , and Northern’s marketing and technology best practices.
• Act as the primary client contact, providing high-value solutions and strategic guidance.
• Consult with and influence clients on project prioritization , ongoing maintenance , and decision-making.
• Manage project teams, agency resources , and workflows to ensure quality and timely delivery.
• Develop and maintain program roadmaps, timelines, success metrics, and comprehensive documentation.
• Identify dependencies, risks, opportunities, and out-of-scope items across multiple workstreams.
• Facilitate clear communication between clients and delivery teams, offering alternative solutions when needed.
• Support account management by providing strategic insights , preparing proposals , and contributing to program profitability.
• Mentor and guide PMO team members and collaborate with Revenue teams to uphold quality standards and priorities.
• Present program status, risks, and recommendations to leadership and steering committees.
• Represent Northern at networking events and build strong, long-term client relationships.

• Cultivate and manage deep, long-term relationships with clients, serving as the central point of contact and trusted advisor for complex financial needs.
• Develop referrals and new business leads from internal and external sources, including centers of influence working with clients.
• Build a strong understanding of each client’s unique family dynamics, financial goals, and philanthropic aspirations.
• Partner with a team of experts to develop and implement customized Wealth Management strategies.
• Orchestrate specialists to deliver holistic financial services, including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.
• Develop tailored meeting agendas, presentations, and relationship timelines that provide proactive, targeted advice aligned to short-, medium-, and long-term client goals.
• Review client accounts to assess banking, investment, and advisory needs; anticipate and create opportunities to enhance client relationships.
• Contribute to organic growth by expanding existing client relationships and sourcing new ones.
• Actively participate in the development of new and integrated solutions to meet evolving client needs.
• Engage subject-matter experts, when appropriate, and close sales opportunities.
• Ensure smooth delivery of new services and communicate emerging client needs.
• Incorporate digital solutions and capabilities to enhance the overall client experience.

Private Wealth Director

Solutions Engineer

• Lead sessions with the client team and stakeholders to gather detailed business requirements
• Design end-to-end solution architectures including multi-org configurations, data models, and integration patterns
• Create detailed architectural diagrams, technical documentation, and implementation roadmaps
• Develop comprehensive project scopes, effort estimates, and licensing recommendations for enterprise deployments
• Architect data flows between Data Cloud and CRM, mapping custom objects, fields, and business processes
• Design consent management solutions compliant with GDPR, CCPA, and other privacy regulations
• Define identity resolution strategies, customer profile schemas, and segmentation frameworks across multiple Salesforce orgs
• Navigate existing CRM customizations, flows, and object relationships to integrate Data Cloud seamlessly
• Guide data governance policies, quality standards, and compliance requirements
• Oversee implementation of data flows, integrations, and customer profile optimization
• Stay current on Data Cloud platform updates and translate new features into client value

Salesforce Data Cloud Solutions Architect – Contractor

Consultant

• Responsible for tracking program throughput through the various third party management life cycle elements
• Responsible for designing and periodically reviewing program related artifacts, risk methodologies, service categories and associated risk profile, reporting thresholds etc.
• Accountable for assisting and guiding business partners through various stages of third party lifecycle to ensure quality program execution
• Identify gaps and drive continuous improvement across the TPRM lifecycle
• Suggest and participate in improvement projects that automate or streamline repetitive tasks
• Maintain strong documentation and evidence of controls, risk decisions, and remediations
• Track milestones, dependencies, and deliverables across projects and/or an assigned portfolio of relationships
• Engage with risk domain SME’s, vendors and vendor relationship managers
• Serve as the point of contact for program performance updates, risk issue escalations, and regulatory reviews
• Responsible for engaging with and assisting 2LOD partners by providing business users' input for 2LOD deliverables
• Use dashboards and key risk indicators (KRIs) to monitor third-party risk posture and performance and determine areas of focus
• Report progress to the board, risk committees, and regulators as needed
• Participate in cross-functional teams associated with Third Party program requirements in areas such as design & strategy, enterprise critical vendor management, and other SMEs related subjects

Senior Consultant, Data Quality, Change Management

Operations

• Prepare, maintain, and execute weekly and monthly operational and financial reports with a high level of accuracy and attention to detail.
• Support the end-to-end project intake and setup process, including reviewing contracts to ensure projects are accurately created in internal systems and delivery teams are set up for success.
• Execute project close-out activities, ensuring project data, financials, and documentation are complete and accurate.
• Support project teams by reinforcing project ownership and accountability, escalating risks or issues when delivery expectations or stakeholder accountability are unclear.
• Partner with Data Operations, Finance, and Project Management teams to support month-end close activities and reporting requirements.
• Assist in building financial understanding within the PMO, including concepts such as earned revenue, invoiced value, accrued revenue, and deferred revenue.
• Generate and maintain accurate, real-time sales pipeline reports, dashboards, and data visualizations to support business decision-making.
• Support improvements to revenue operations systems and processes by assisting with tool evaluations, data quality initiatives, and reporting enhancements.
• Help maintain data integrity for forecasting by proactively identifying and resolving inconsistencies in pipeline stages, close dates, and probabilities.
• Develop, update, and maintain clear SOPs and process documentation across revenue and data operations.
• Support teams across the organization with data management and documentation updates within SOPs and the Learning Management Platform.
• Collaborate cross-functionally with Legal, Finance, Revenue, and Data Operations teams to support contract-related workflows and operational needs.
• Contribute to cross-functional projects and initiatives aimed at improving operational efficiency and effectiveness.
• Support the Data Operations team with contract lifecycle activities, helping ensure accuracy, compliance, and timely execution.

Data Operations Specialist

Chief Operating Officer

• Execute the day-to-day Chief Operating Officer responsibilities for TNTC-IB
• Oversee key initiatives and projects
• Identify, communicate and implement business priorities with leadership team
• Oversee transactional banking services and multi-currency accounts
• Manage lending/credit facilities for qualified clients
• Supervise agency securities lending offerings
• Oversee FX trading solutions and activities
• Coordinate transition management services to clients
• Ensure adherence to operational, regulatory, and corporate guidelines
• Deliver clear, concise, actionable reporting to senior leadership and governance committees
• Maintain knowledge of risk and regulatory environments and collaborate with Risk and Compliance
• Sponsor key initiatives including business and regulatory change

Performance Marketing

• Lead paid media strategy and execution across platforms like Google, Meta, TikTok, Pinterest, Snap, and LinkedIn - owning campaign planning, setup, optimization, and reporting
• Develop data-driven campaigns that align with client goals and KPIs, using research, audience targeting, and performance insights to drive measurable results
• Monitor and manage campaign performance, making strategic optimizations, troubleshooting issues, and proactively identifying opportunities for improvement
• Create and present detailed reports and performance insights, clearly communicating results, trends, and actionable recommendations to clients and internal stakeholders
• Act as a trusted client partner, participating in calls, providing strategic direction, and ensuring alignment between campaign execution and business goals
• Oversee campaign quality and performance, reviewing and optimizing ad copy, landing pages, creative assets, and campaign structures in collaboration with cross-functional teams
• Own media pacing and budget management, ensuring campaigns stay on track and aligned with planned spend and performance expectations
• Stay current on digital marketing trends and platform updates, sharing insights with the team and applying new tactics to push performance
• Mentor and support junior team members, reviewing work, providing feedback, and sharing best practices to strengthen department expertise
• Support business growth efforts, contributing to audits, proposals, and identifying opportunities for platform expansion or campaign scale within existing accounts
• Provides feedback, direction and mentorship to Jr Paid Media members

Senior Paid Media Strategist

• Lead paid media strategy and performance across Google, Meta, TikTok, Pinterest, Snap, LinkedIn, and programmatic platforms, owning planning, execution, optimization, and results.
• Oversee day-to-day performance and pacing on key accounts, ensuring budgets and optimization tactics are on track.
• Build and refine reporting frameworks, data visualization, and insights to deliver high-quality client and internal presentations.
• Partner with Accounts to align paid media strategies with broader business and marketing objectives.
• Work closely with Creative to develop and test data-driven, audience-focused ad concepts that improve campaign outcomes.
• Provide leadership, coaching, and real-time feedback to Paid Media team members, supporting onboarding, training, and development.
• Improve internal processes to strengthen efficiency, quality, and consistency in planning, execution, and reporting.
• Maintain strong relationships with platform partners and stay ahead of media trends to inform channel strategy and innovation.
• Participate in client meetings as a strategic partner, presenting insights, recommendations, and opportunities for growth.
• Support business development through audits, estimates, proposals, and presentations.
• Drive innovation by exploring emerging ad formats, channels, and AI-powered tools to advance paid media performance.

Paid Media Manager

Risk

• Responsible for Capital Market model development for bank’s trading derivative products (FX and Interest Rate Derivative), and securities lending portfolio including equities.
• Ensures regular production of analytical work.
• Development of daily trading limit models, Initial Margin models for uncleared trades and Basel regulatory exposure calculation tools (EAD).
• Collaborates with front office business partners, regulators, Audit Services, and other independent reviewers.
• Evaluates existing framework in relation to corporate objectives and industry leading practices.
• Supports stress testing, capital quantification and/or internal capital allocation methodologies.
• Provides technical/theoretical inputs to resolve risk issues and enhance overall risk framework.
• Works with other risk or business unit teams to ensure that risk management policies/processes and quantitative modelling approaches are consistent.
• Provides communication and training efforts to promote understanding of risk measurement throughout the company.
• Conducts analysis, independently ensuring accuracy and completeness.
• Responsible for interaction with different committees and/or senior management.
• Strategic in developing, implementing and administering programs within Risk Management for specific product(s).