Northern Trust

3 weeks ago

Senior Consultant, Client Onboarding

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Own custody new business implementations and fund launches, serving as the primary focal point for clients and internal teams throughout the transition. Partner with sales, operations, and client servicing to define timetables, coordinate pre-implementation and transition meetings, and translate client processing needs into procedures and documentation. Lead workstreams across regions, maintain project and onboarding schedules, manage scope changes, and provide regular status, risk, and milestone updates.

Location: Ireland

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Mid level

Key Responsibilities

•Manage custody new business implementations and fund launches for global clients, setting transition guidelines with stakeholders.
•Act as primary contact for transition issues and provide Northern Trust requirements to clients and relevant third parties.
•Develop transition deliverables by identifying processing needs and translating them into procedures and documentation across internal areas.
•Coordinate pre-implementation and ongoing transition meetings, align workstream activities across regions, and provide leadership to SMEs/BAs.
•Ensure project success by maintaining the onboarding schedule, tracking milestones and deliverables, managing scope changes, and escalating risks and resource needs as needed.

Key Requirements

•Manage new business implementations for global custody clients by establishing transition guidelines with client and internal stakeholders.
•Serve as primary client contact for transition issues, communicating Northern Trust requirements directly to clients, consultants, and investment managers.
•Coordinate client servicing and transition teams by determining unique processing needs and converting them into internal procedures and documentation.
•Lead project execution for custody workstreams, including creating and maintaining transition project plans and the onboarding schedule.
•Use strong organizational, analytical, negotiation, communication, and presentation skills, and be proficient with Microsoft Project, Visio, PowerPoint, Excel, and Word.

Skills:Organizational skillsAnalytical skillsNegotiation skillsCommunication skillsAttention to detail

Tech Stack:Microsoft ProjectVisioPowerPointExcelWord

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust

Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

Northern Trust

3 weeks ago

Senior Consultant, Client Onboarding

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Location: Ireland

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Mid level

Key Responsibilities

•Manage custody new business implementations and fund launches for global clients, setting transition guidelines with stakeholders.
•Act as primary contact for transition issues and provide Northern Trust requirements to clients and relevant third parties.
•Develop transition deliverables by identifying processing needs and translating them into procedures and documentation across internal areas.
•Coordinate pre-implementation and ongoing transition meetings, align workstream activities across regions, and provide leadership to SMEs/BAs.
•Ensure project success by maintaining the onboarding schedule, tracking milestones and deliverables, managing scope changes, and escalating risks and resource needs as needed.

Key Requirements

•Manage new business implementations for global custody clients by establishing transition guidelines with client and internal stakeholders.
•Serve as primary client contact for transition issues, communicating Northern Trust requirements directly to clients, consultants, and investment managers.
•Coordinate client servicing and transition teams by determining unique processing needs and converting them into internal procedures and documentation.
•Lead project execution for custody workstreams, including creating and maintaining transition project plans and the onboarding schedule.
•Use strong organizational, analytical, negotiation, communication, and presentation skills, and be proficient with Microsoft Project, Visio, PowerPoint, Excel, and Word.

Skills:Organizational skillsAnalytical skillsNegotiation skillsCommunication skillsAttention to detail

Tech Stack:Microsoft ProjectVisioPowerPointExcelWord

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn