Head of Wealth Management Client and Partner Support

Northern Trust
Chicago
Workplace: OnsiteFull timeUSD 171,700 - 300,500Function: Administration & Executive AssistanceExperience: 10+ yearsEducation: bachelorsSkills: ["Leadership","Client-centric mindset","Interpersonal communication","Stakeholder management","Analytical decision-making"]

Lead a centralized Client & Partner Support organization for Wealth Management, delivering high-touch, personalized service. You’ll oversee Contact Center, Partner Support, and Digital Consulting teams, set service standards and escalation protocols, and drive operating-model improvements, self-service adoption, and technology-enabled productivity. Own compliance and risk adherence, serve as senior escalation for regulatory/reputational issues, and recruit, mentor, and develop a diverse, high-performing team while meeting satisfaction and resolution-time KPIs.

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FursaFursa
Northern Trust
Northern Trust
2 days ago

Head of Wealth Management Client and Partner Support

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Last checked: 14 hours agoStatus: Live

Job Summary

Lead a centralized Client & Partner Support organization for Wealth Management, delivering high-touch, personalized service. You’ll oversee Contact Center, Partner Support, and Digital Consulting teams, set service standards and escalation protocols, and drive operating-model improvements, self-service adoption, and technology-enabled productivity. Own compliance and risk adherence, serve as senior escalation for regulatory/reputational issues, and recruit, mentor, and develop a diverse, high-performing team while meeting satisfaction and resolution-time KPIs.
Location: Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Sr. Director level

Key Responsibilities

  • •Design, implement, and continuously improve the operating model for Client & Partner Support aligned to business priorities.
  • •Lead multiple functional groups (Contact Center, Partner Support, Digital Consulting) and translate strategy into actionable plans.
  • •Oversee day-to-day operations and ensure timely, accurate, empathetic resolution of complex client and partner inquiries.
  • •Implement standardized procedures, drive process improvements, and collaborate with internal teams to coordinate issue resolution.
  • •Ensure compliance with regulatory requirements and serve as a senior escalation point for regulatory or reputational risk issues.

Pay and Benefits

Salary: USD 171,700 - 300,500
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveLife InsuranceDisability

Key Requirements

  • •10+ years in wealth management or financial services, including at least 10 years leading large support functions.
  • •Experience leading client service strategy and execution for high-net-worth individuals.
  • •Proven ability to build and lead high-performing, client-centric teams in a large-scale environment.
  • •Deep understanding of wealth management client and partner needs, plus strong grasp of regulatory requirements and risk management.
  • •Bachelor’s degree required (advanced degree preferred), with experience managing cross-functional teams and integration efforts.
Experience:10+ yearsWealth managementFinancial servicesHigh-net-worthOperationsClient service
Education:Bachelor's
Skills:LeadershipClient-centric mindsetInterpersonal communicationStakeholder managementAnalytical decision-making
Tech Stack:CRM platformsMicrosoft Office SuiteContact Center platformsEnterprise collaboration tools

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
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Glassdoor: 3.9
WebsiteLinkedIn