About 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.
Northern Trust Global Head of Client Onboarding
Summary :
Northern Trust is looking for a highly skilled and motivated individual to lead our Client Onboarding team across the Enterprise.
This position will report directly to the Northern Trust Asset Servicing COO.
The Global Head of Onboarding will be responsible for managing the entire onboarding lifecycle including program management, conversions, AML / KYC, account opening and transitions for new and existing client relationships across Northern Trust’s business units globally.
Responsibilities :
Develop and execute a comprehensive onboarding strategy aligned with the Northern Trust’s goals to enable a best-in-class client onboarding experience.
Lead a team, consisting of operations, digital modernization, data and risk experts aligned to this practice.
Strong understanding of client needs from sales and service definition through service delivery and maintenance and manage cross-functional stakeholders.
Modernize the operating model, architecture, and governance to manage client data at source to ensure its delivery into enterprise systems.
Design and optimize client onboarding processes across geographies and businesses to enhance the overall client experience.
Identify and facilitate process improvements and efficiencies to optimize time to onboard in a controlled manner to Northern Trust and our clients’ benefit.
Manage onboarding and data management for document management database inclusive of contracts, documents, and regulatory maintenance.
Define and maintain oversight into SLAs and KPIs for global onboarding and use metrics to drive efficiency in how the change function manages and handles initiatives.
Manage strategic initiatives for the Onboarding team and represent the team in cross-functional and cross line of business efforts.
Collaborate with sales, Front and Middle office, support, product, and technology teams to ensure a unified and client-centric approach.
Partner with risk organization to design and implement AML / KYC activities as part of an integrated end-to-end process.
Stay current with industry trends and best practices to continuously improve the client onboarding process.
Manage global onboarding teams including talent management, identifying training and development needs, establishing team performance standards, and coaching.
Skills / Experience :
A College or University degree and / or relevant proven work experience with management skills required. An Advanced Degree and or related Industry qualification is preferred.
15+ years of extensive experience in financial services data operating models with a solid understanding of global markets, securities, account opening capabilities and global custody, capital markets, fund services and wealth management products.
Proven risk management capabilities including business resiliency, Compliance, RCSA, and AML / KYC requirements, rules, and regulations.
Deep understanding of resiliency, risk, and control across markets and regions.
Demonstrated experience in transformation, data & digitization strategy, and execution.
Proven experience in a leadership role overseeing client onboarding in Asset Servicing, Wealth Management and Banking.
Strong leadership skills with the ability to motivate and develop talent and high-performing global teams.
Excellent communication and interpersonal skills, with the ability to build and maintain relationships with clients and internal stakeholders.
Client centric with strong commercial acumen, providing the ability to understand client issues, identify solutions, and drive financial performance.
Demonstrable ability to design and implement process and client experience improvements.
Analytical mindset with the ability to identify areas for improvement and implement effective solutions.
Proficiency in CRM, workflow, and other relevant tools.
LI-MG1
Hybrid
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 .
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.
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