Northern Trust

Account Manager

• Serve as the client’s digital transformation lead and trusted strategic partner —owning the multi‑year roadmap, value realization, governance, and executive alignment.
• Own account growth and P&L outcomes: drive YoY revenue expansion via retention, renewals, upsell/cross‑sell, new solution adoption, and expanded services; build data‑driven account plans, pipeline, and forecasts.
• Build and manage executive stakeholder relationships; lead strategic conversations and position Northern as a long‑term transformation partner vs. transactional vendor.
• Develop strategic engagement plans informed by industry trends, platform roadmaps, and analytics; translate insights into initiatives that advance digital maturity and measurable business outcomes.
• Lead solution shaping and commercial negotiations: discovery, scoping, proposals/SOWs, pricing, contracting; own RFP responses and persuasive pitch presentations to shape and close complex solutions.
• Conduct QBRs/ABRs to report on KPIs/ROI, align on roadmap priorities, and inform next‑phase growth initiatives.
• Partner across cross-functional teams to align priorities, manage dependencies and risks, and deliver roadmap milestones on time and on budget—driving measurable outcomes.
• Provide subject matter expertise on large-scale or complex projects, advocating for best-fit solutions and guiding clients through technical decisions.
• Collaborate with internal teams and partner ecosystems/alliances to introduce new capabilities, co‑sell, and accelerate client outcomes.
• Lead client onboarding and transition to delivery —securing budget approvals and ensuring seamless integration into agency workflows and governance.
• Partner with business development on pre‑sales enablement, client education, use cases, and solution positioning.
• Mentor colleagues, share best practices, and foster a collaborative, high‑performance team culture.

Senior Account Manager

Account Executive

• Own the total relationship plan and strategy
• Deliver consultative relationship management and drive solutions
• Lead proactive client engagement and industry counsel
• Ensure accountability, service quality, and issue escalation
• Manage profitability and pricing strategy
• Partner effectively in a matrix and influence outcomes
• Address servicing gaps and use data to improve effectiveness, risk management, and client outcomes
• Contribute to growth and prospecting
• Support new business efforts and targeted prospecting within the market.

Client Executive, Institutional Asset Owners – Asset Servicing

Administration

• Originate and close new business mandates across institutional asset managers, private capital firms, and hedge funds
• Lead complex, multi-product sales pursuits across fund administration, investor services, custody, middle office, and capital markets solutions
• Serve as a trusted advisor across U.S. public and private fund structures including mutual funds, ETFs, CITs, hedge funds, private capital, and semi-liquid vehicles
• Develop targeted sales strategies aligned to growth, product evolution, and alternatives expansion trends
• Advise clients on operating model design, scalability, and distribution considerations across institutional and wealth channels
• Analyze client operating models and recommend scalable solutions spanning fund accounting, investor servicing, and data/reporting
• Lead end-to-end RFP processes, coordinating across product, operations, risk, finance, and legal teams
• Structure competitive commercial proposals and drive deal execution through close
• Expand client relationships through cross-sell opportunities and maintain strong market presence via industry engagement

Senior Sales Manager – U.S. Fund Administration

Financial Planning and Analysis

• Create client presentations that are comprehensive, review performance, highlight the team’s outlook, and can include special subject discussions
• Assist with the development of custom investment portfolios that meet client objectives, portfolio trading/rebalancing, and participate in client communication and meetings
• Assess portfolio performance relative to benchmarks
• Evaluate and recommend investment manager changes
• Conduct asset allocation analysis for clients
• Support new business efforts and occasionally participate in presentations
• Assist with compliance reviews

Senior Investment Associate

General Counsel

• Support the Procurement and Technology legal team’s efforts to accelerate Northern Trust’s responsible adoption of AI consistent with legal and regulatory requirements and client and supervisory expectations.
• Advise business units, technology engineers, product development teams and business unit legal teams in the development, negotiation and support of vended AI tools, client facing contracts involving technology products and concepts (e.g., SaaS; software licenses; data licenses; distributed ledger technology; federated single sign on);
• Develop and update template contracts, playbooks, terms of use, and other terms and conditions related to technology initiatives and products (e.g., Northern Trust web portals and platforms, APIs, other software) for use by business units across the enterprise;
• Collaborate with and provide legal support to other cross functional teams and SMEs (e.g., Data Privacy, Information Security, Risk, Compliance, Tax), including in other jurisdictions, as needed;
• Advise and contribute to committees and working groups (e.g., IT Risk; Cloud governance; AI) focused on new technology initiatives at the bank;
• Advise and lead negotiations around strategic transactions including complex license agreements, reseller agreements, and other corporate development arrangements;
• Provide legal support for technology related corporate initiatives as requested and support other Legal Department team members;
• Advise on legal and regulatory developments that impact Northern Trust’s procurement organization and technology initiatives and adapt template contracts and playbooks as needed.

Senior Legal Counsel – Technology, Procurement

Sales

• Sells institutional trust products and services to prospective clients
• Acts as the technical expert on the bank's products and services
• Identifies new prospects by researching potential needs and sales planning
• Responds to prospective clients via letter or telephone
• Makes customized sales presentations to large and complex clients
• Oversees request for proposal responses and fee proposals

Senior Sales Manager

QA Engineer

• Automate and enhance quality assurance (QA) processes, reporting, and data analysis
• Identify and implement efficiency opportunities through data analysis and reporting tools
• Analyze QA results to identify trends, issues, and insights from control test outcomes
• Design, develop and maintain dashboards (e.g., Power BI)
• Drive automation of scheduling and capacity planning
• Standardize QA reporting outputs
• Partner with QA leadership to develop and deliver training programs
• Assist with control projects, operational and/or corporate risk initiatives

Senior Consultant – Controls Testing, Quality Assurance, Data Analysis & Reporting

Data Analyst

• Provide clients with performance analysis services
• Consult with clients and act as technical expert
• Review and analyse operations procedures and problems
• Assist with digital/data solutioning across EMEA activities

Senior Performance and Data Analyst – Asset Management

Director

• Develop and maintain an integrated balance sheet strategy across deposits, investments, funding, and capital, aligned with the firm’s risk appetite, regulatory requirements, and business objectives.
• Evaluate trade‑offs between earnings, liquidity, interest rate risk, and capital under multiple market environments and stress scenarios.
• Support balance sheet growth and optimization initiatives through data‑driven analysis and actionable strategic recommendations.
• Analyze Return on Equity (ROE), Risk-Weighted Assets (RWA), liquidity consumption, and capital efficiency for balance sheet‑intensive activities.
• Partner with business lines to evaluate deposit flows, pricing, and liquidity value across client segments and products.
• Support deposit monetization strategies, including pricing optimization and balance sheet allocation decisions.
• Assess liquidity buffers and contingent funding considerations and incorporate impacts into financial outlooks and strategic plans.
• Support in the development of NII forecasts and sensitivity analysis, and assess impacts to interest rate risk metrics (e.g., NII shock, MVE).
• Evaluate hedging and investment strategies to manage interest rate risk while supporting earnings objectives.
• Ensure consistency across forecast assumptions, deposit betas, investment strategies, and approved balance sheet initiatives.
• Produce and present balance sheet and NII analytics for senior management, ALCO, and regulatory forums.
• Ensure transparency, documentation, and governance alignment in all strategic recommendations.
• Partner with Investment Portfolio, Liquidity, Capital Management, Technology, and Finance to improve balance sheet analytics, processes, and systems.
• Contribute to the ongoing enhancement of balance sheet models, data infrastructure, and reporting automation initiatives.
• Provide thought leadership on market trends, yield curve dynamics, and competitive positioning.

Director – Balance Sheet Optimization

Recruitment

• Lead recruiting delivery for Wealth & Asset Management hiring with a strong focus on quality, speed, and cost effectiveness, driving year‑over‑year improvement in time to hire, offer acceptance, and recruiter productivity.
• Monitor team performance, workload distribution, and recruiting metrics, addressing gaps early through clear expectations, coaching, and prioritization to ensure consistent results.
• Ensure a high‑quality, consistent candidate experience across all roles by setting and reinforcing standards for communication, professionalism, and expectation setting throughout the hiring process.
• Strengthen recruiter‑led sourcing outcomes by reinforcing market‑informed sourcing strategies, accurate source tracking, and effective use of sourcing analytics.
• Embed social recruiting and employer brand advocacy as standard practice, including recruiter use of Amplify and LinkedIn, and enabling hiring‑manager participation at key moments in the hiring process.
• Oversee targeted talent campaigns aligned to business priorities and market conditions, particularly for hard‑to‑fill and strategically important roles.
• Continuously identify opportunities to improve recruiting workflows, encouraging responsible experimentation with AI‑enabled tools while ensuring consistency, compliance, and ethical use.
• Build strong partnerships with hiring leaders and HR Business Partners by ensuring recruiters develop deep understanding of their supported businesses, talent markets, and competitive landscape.
• Maintain disciplined, audit‑ready recruiting operations by ensuring compliance steps, documentation, approvals, and mandatory training are completed fully and on time.
• Reinforce inclusive recruiting practices throughout the hiring process, including outreach and interview panels, while modeling professional respect and equitable leadership behaviors.

Head of Talent Acquisition – Wealth Management, Asset Management

• Own TapClicks setup and dashboards; automate, standardize, and QA reporting for media KPIs, conversion trends, and ROI across clients.
• Deliver actionable insights for planning, optimizations, Monthly Web Ops (top pages, CRO snapshot, behavior trends), and QBRs.
• Lead GA4/GTM architecture, audits, and ongoing QA; implement and troubleshoot tags, pixels, and integrations.
• Own the CRO roadmap; design, run, and analyze A/B and multivariate tests across ads, landing pages, and funnels.
• Perform deep-dive analysis to identify performance drivers and growth opportunities; translate findings into clear, client-ready recommendations.
• Establish and enforce QA for tags, dashboards, reports, and GA4 events; validate tests pre-launch.
• Present analytics insights, CRO results, and testing roadmaps in client meetings and QBRs; align with media strategy.

Fractional Media & Web Analytics Manager – 20 hrs/week

• Support a Sr. Financial Advisor in managing client relationships, conducting financial analysis, and prepare materials for client meetings
• Consults with clients to identify and update goals, objectives, and appetite for risk
• Collaborates with Sr Financial Advisor to help provide solutions and strategies towards accomplishing clients’ goals
• Develop knowledge of investment markets to add value in client conversations
• Interact with partners on a daily basis to communicate information on client relationship
• Gain experience to provide to proactive recommendations in support of Sr Financial Advisor
• Build confidence to have a role in client meetings and taking on client relationships
• Solves problems in a clear and straightforward process
• Additional support for day to day client servicing which may include account opening, account servicing, and account maintenance
• Evaluate investment objectives to provide guidance to clients as appropriate given risk tolerance, income needs, and current market environment
• Works with internal partners (Sales, Operations, Management, or other relationship managers) to respond to client needs/requests
• Update relevant client information in Client Relationship Management system
• Organize and maintain client records in accordance with firm, industry, and regulatory policies

Associate Financial Advisor

Human Resources

• Own the end to end approach, delivery, and continuous evolution of enterprise talent and succession planning and performance management practices, from strategy through execution and adoption.
• Serve as a trusted thought partner to Talent Management leadership, contributing informed points of view, analysis, and recommendations to shape strategy, priorities, and future state direction.
• Translate strategic direction into detailed, executable plans—defining frameworks, tools, sequencing, and operating guidance that enable consistent, high quality execution.
• Provide day to day leadership, direction, and prioritization for team members and stakeholders supporting talent and performance programs, enabling focused execution and skill development.
• Act as a subject matter expert on talent management practices, offering clear perspectives, guidance, and decision support to HR partners, Talent Advisors, and business stakeholders.
• Prepare, communicate, and facilitate through compelling written materials and decks that clarify intent, surface trade offs, and drive alignment and decisions.
• Lead complex, cross functional stakeholder engagement, building trust, managing competing inputs, and sustaining momentum without formal authority.
• Navigate ambiguity and evolving requirements by applying sound judgment, critical thinking, and a bias for action—bringing structure and progress where answers are not predefined.
• Partner closely with HR Technology and Workday teams to ensure solutions are user centered, operationally sound, and supported by effective change management.
• Establish success measures, monitor outcomes, and apply insights to continuously improve program effectiveness, simplicity, and impact.
• Lead change and adoption efforts, ensuring leaders and HR partners understand not just what to do, but why it matters and how to apply practices effectively.

Talent Management Specialist

• Serve as a senior subject matter expert for SOX and SOC governance, including scoping strategy, control advisory, and reporting standards.
• Establish and maintain control inventories, risk mappings, and report structures.
• Define expectations for control descriptions, frequency, evidence quality, and audit defensibility across the program.
• Evaluate system, process, and organizational changes for potential impact.
• Perform and/or oversee independent testing of IT General Controls (ITGCs) (access management, change management, computer operations, etc.) and IT Application Controls (ITACs) and automated controls.
• Evaluate both control design and operating effectiveness, including, sampling methodologies and population completeness, evidence inspection and re-performance where required, validation of system-generated reports and data dependencies.
• Identify, document, and evaluate control exceptions, including root cause and risk implications.
• Provide authoritative interpretation of SOX/SOC standards, AICPA guidance, and auditor expectations.
• Define and challenge testing approaches, population scoping, and evidence sufficiency.
• Assess complex or ambiguous scenarios and determine impact on SOC control objectives, Report disclosures, Auditor conclusions, etc.
• Coordination with Audit Services and Technology Risk & Control.
• Act as a primary counterpart to external auditors (e.g., KPMG).

IT Controls Lead – Global Financial Controls

• Support the governance and execution of SOC 1 and SOC 2 reports
• Maintain SOC control inventories, risk-control mappings, and supporting documentation
• Ensure SOC descriptions, assertions, and control language are accurate, consistent, and aligned to actual operating practices
• Evaluate changes in systems, processes, or products for potential SOX and SOC impact
• Perform independent testing of IT General Controls (ITGCs)
• Execute testing of business process controls and IT application controls (ITACs)
• Assess design and operating effectiveness
• Identify control exceptions, articulate root causes, and assess impact to SOC & SOX objectives
• Act as a key liaison with external auditors
• Coordinate walkthroughs and testing across stakeholders and control owners
• Review auditor testing approaches, requests, and results
• Track SOC-related issues, testing exceptions, and management actions through remediation
• Support development of clear, audit-ready management responses
• Provide training and guidance to control owners
• Prepare clear, concise reporting for senior management and governance forums
• Identify opportunities to improve control design, testing efficiency, and evidence quality
• Stay current on SOC standards, AICPA guidance, and leading practices in IT control testing.