Northern Trust

Account Manager

• Function as the commercial lead and strategic partner, responsible for driving the client’s long-term roadmap, identifying growth opportunities, and leading negotiations.
• Own the growth strategy for assigned accounts, focusing on year-over-year revenue expansion through strategic initiatives, new solution adoption, and expanded service engagements.
• Strengthen client relationships by proactively identifying, qualifying, and converting new growth opportunities within existing accounts.
• Build strong relationships with executive stakeholders and key decision-makers, positioning Northern as a trusted strategic advisor.
• Lead client onboarding, ensuring budget approvals and seamless integration into agency workflows.
• Prepare and deliver tailored proposals, SOWs, and pitch presentations that align client needs with agency capabilities.
• Conduct Quarterly and Annual Business Reviews (QBRs/ABRs) to evaluate performance, share strategic insights, and identify opportunities for further collaboration and account growth.
• Drive organic growth by upselling agency services, expanding client engagements, and collaborating with sales to meet quarterly revenue targets.
• Develop strategic engagement plans for key accounts, incorporating thought leadership, roadmap planning, and industry insights to deepen partnerships.
• Collaborate with internal partners and external alliances to introduce new solutions and capabilities that support client goals.
• Provide subject matter expertise on large-scale or complex projects, advocating for best-fit solutions and guiding clients through technical decisions.
• Support RFP processes by shaping solutions, contributing to short-list presentations, and leading persuasive pitches.
• Partner with business development on pre-sales initiatives, contributing to client education, workflow scoping, and solution positioning.
• Foster a collaborative, positive team environment by mentoring colleagues, sharing insights, and supporting agency-wide success.

Senior Account Manager

Director

• Lead market development officer for Northern Trust’s Global Family Office business
• Responsible for sourcing and closing new business opportunities across investments, asset administration, banking, technology, fiduciary and advisory solutions
• Establishes a productive referral source network and reports directly to GFO Head of Client Development
• Understands and positions a broad range of products and services to target prospects focusing on trust and investment management solutions
• Develops rapport with prospects and consults internal partners for product/service information as necessary

Director of Client Development – Global Family Office

Consultant

• Responsible for investment data management that will provide clients with the holistic data sets they need to fulfil their various stakeholder requirements.
• Assist in researching solutions for data challenges for institutional clients.
• Acts as point of initial entry for all investment data.
• Includes entry of investment transactions (typically statement-based for alternative assets; file-based for public markets).
• Includes investment valuations (typically statement-based for alternative assets; file-based for public markets).
• Manager Estimates, Plan Income / Expense Items, Plan Contributions / Spending Withdrawals, Underlying Manager Exposure Data, Benchmark Data.
• Responsible for preparing all investment reconciliations.
• Includes reconciliation of cash, positions, performance, transactions, alternative investment metrics (unfunded commitment, etc.).
• Responsible for initial and/or secondary review of NAV, allocation and underlying client performance for alternative investments.
• Participates in ongoing process improvements based on specialized skills, knowledge, and experience.

Associate Consultant, Total Portfolio Solutions

IT Support

• Provides comprehensive consultation to business unit and IT systems architecture.
• Acts as a resource for direction, training and guidance for less experienced staff.
• Monitors project schedules and costs.
• Provides leadership and guidance to staff, fostering an environment that encourages employee participation, teamwork, and communication.
• Handles the most complex IT architecture projects involving multiple disciplines or ambiguous IT architecture issues.
• Coordinates with users to determine requirements.
• Establishes and communicates common goal and direction for a team.
• Leads others to solve complex problems.
• Uses sophisticated analytical thought to exercise judgement and identify innovative solutions

AI Enterprise Architect

Machine Learning Engineer

• Assist in the design, development, and deployment of AI/ML models and solutions on Microsoft Azure.
• Collaborate with senior engineers and data scientists to collect, clean, and preprocess data for AI model training
• Contribute to the development of robust and scalable AI applications using Python and relevant AI/ML frameworks
• Participate in the testing, debugging, and validation of AI solutions to ensure accuracy and performance.
• Help maintain and monitor deployed AI solutions, identifying and resolving issues as they arise.
• Learn and apply MLOps & LLMOps best practices for continuous integration, delivery, and deployment of AI solutions.
• Provide support for existing AI solutions and contribute to their improvement.

Senior Associate – AI/ML Engineer

Sales

• Assist Wealth Strategists with all aspects of the sales process relating to identification of potential prospects
• Work on active calling efforts; researching and uncovering potential prospects
• Prepare materials for client meetings and new business presentations
• Coordinate sales activities around seminars and events
• Review new business documentation prepared by sales associates
• Model pricing on new opportunities
• Ensure timely management of the sales process
• Develop in-depth knowledge of trust-oriented services
• Communicate with partner areas on all aspects of a prospect/client relationship
• Assist in special projects as requested by GFO executive team

Senior Sales Associate – Global Family Office

Procurement

• Manage and oversee outsourcing arrangements
• Define scope and create requirements for projects
• Liaise with business to improve efficiency, effectiveness, and productivity
• Carry out complex initiatives involving multiple disciplines

Service Governance & Outsourcing Specialist

• Supports controls testing execution including walkthroughs, design, and operating effectiveness testing
• Ensures all aspects of testing are properly documented in prescribed templates and First Line of Defense Control Testing Methodology and in line with testing quality expectations
• Draft reporting and incorporate feedback resulting from Test Lead/Manager review
• Responsible for assisting in the identification and escalation of follow-ups and potential deficiencies
• Work closely with stakeholders of varying levels to remediate risk areas while driving improved operations/compliance
• Assist with control projects, operational and/or corporate risk initiatives, where directed

Associate Consultant – Technology 1LoD Control Testing

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

• 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.