Current jobs related to NA Head of Client Solutions, Total Portfolio Solutions - Chicago - Northern Trust

  • Solutions Architect

    1 week ago

    Chicago, Illinois, United States PayPal Full time

    Job Title: NA Enterprise Solutions EngineerAt PayPal, we're revolutionizing commerce globally, and we're looking for a talented NA Enterprise Solutions Engineer to join our team. As a key member of our Global Professional Services NA Enterprise team, you'll be responsible for delivering innovative payment solutions to our large enterprise-level merchants.Key...

  • Client Solutions Director

    3 days ago

    Chicago, Illinois, United States Hearst Full time

    About the RoleWe are seeking a seasoned Client Solutions Director to join our team at iCrossing, a leading digital marketing agency. As a key member of our client services team, you will be responsible for driving revenue growth and client satisfaction across a portfolio of clients.Key ResponsibilitiesDevelop and execute client strategies to drive revenue...

  • Client Solutions Director

    1 week ago

    Chicago, Illinois, United States Hearst Full time

    {"title": "Client Solutions Director", "subtitle": "Transform Experiences", "content": "At Hearst, we're committed to transforming experiences for our clients and their customers. As a Client Solutions Director, you'll play a key role in driving revenue growth and client satisfaction for our portfolio of clients.With a strong background in client services...

  • Director, Client Solutions Expert

    3 weeks ago

    Chicago, Illinois, United States Influential Full time

    Job DescriptionInfluential is a leading player in the Influencer Marketing space, serving as the largest influencer marketing company in the world by revenue. We partner with over 60% of the Fortune 500, connecting our clients with a network of over 3 Million social media influencers.We are seeking a seasoned professional to join our team as a Director,...

  • Head of Multi-Asset Portfolio Management

    4 days ago

    Chicago, Illinois, United States Northern Trust Full time

    About Northern TrustNorthern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial solutions.We take pride in our commitment to service, expertise, and integrity, which has...

  • Solutions Architect

    1 week ago

    Chicago, United States IGT Solutions Full time

    Role: Tech Solution Architect Location: Remote Client: IGT Contract: Permanent Hire Note: Need Data Engineering & Gen AI folks Job Description:Position Overview: As a Tech Solution Architect, you will play a pivotal role in designing and implementing comprehensive IT solutions that meet our clients’ business needs. You will leverage your expertise in data...

  • Solutions Architect

    1 week ago

    Chicago, United States IGT Solutions Full time

    Role: Tech Solution Architect Location: Remote Client: IGT Contract: Permanent Hire Note: Need Data Engineering & Gen AI folks Job Description:Position Overview: As a Tech Solution Architect, you will play a pivotal role in designing and implementing comprehensive IT solutions that meet our clients’ business needs. You will leverage your expertise in data...

  • Solutions Architect

    3 days ago

    chicago, United States IGT Solutions Full time

    Role: Tech Solution Architect Location: Remote Client: IGT Contract: Permanent Hire Note: Need Data Engineering & Gen AI folks Job Description:Position Overview: As a Tech Solution Architect, you will play a pivotal role in designing and implementing comprehensive IT solutions that meet our clients’ business needs. You will leverage your expertise in data...

  • Client Solutions Director

    4 months ago

    Chicago, United States Hearst Full time

    Why iCrossing For over 20 years, iCrossing has been partnering with the world’s largest B2B and B2C brands to provide connected marketing & technology solutions that transform brand experiences and marketing strategies into superior business outcomes. Our human centric approach evolves customer experience, employee experience, and user...

  • Portfolio Analyst BMO

    3 weeks ago

    Chicago, United States Portfolio Verlag Full time

    Job Highlights Title Portfolio Analyst Type Full Time Experience 2-3 Years Function Commercial Sales/Service Location Chicago, IL, United States Company BMO (USA) Company Profile BMO is a leading North American bank and provides personal and commercial banking, global markets, and investment banking services. Job Profile The bank is searching for a...

  • Financial Analyst

    3 weeks ago

    Chicago, Illinois, United States Portfolio Verlag Full time

    About the RoleWe are seeking a highly skilled Portfolio Analyst to join our team at Portfolio Verlag. As a Portfolio Analyst, you will play a critical role in facilitating decisions and analysis of all types of credit information to support lending decisions and processes for the bank.Key ResponsibilitiesAnalyze financial information, tax returns, credit...

  • Technical Solutions Director for Google Cloud

    7 days ago

    Chicago, Illinois, United States Publicis Sapient Full time

    About the RolePublicis Sapient is a Premier Google partner with a strong presence in Google Cloud Platform (GCP) and Google Marketing Platform (GMP). We are seeking a Technical Sales Solutions Director to support the growth of our Google (GCP) practice in North America.Key ResponsibilitiesGuide and support clients to understand the power of Google Cloud,...

  • Technical Solutions Director for Google Cloud

    6 days ago

    Chicago, Illinois, United States Publicis Sapient Full time

    About the RolePublicis Sapient is a Premier Google partner with a strong presence in Google Cloud Platform (GCP) and Google Marketing Platform (GMP). We are seeking a Technical Sales Solutions Director to support the growth of our Google (GCP) practice in North America.Key ResponsibilitiesGuide and support clients to understand the power of Google Cloud,...

  • Azure Solution Architect

    4 days ago

    Chicago, Illinois, United States Pantar Solutions Full time

    Job Title: Enterprise Azure Solution ArchitectWe are seeking an experienced Enterprise Azure Solution Architect to join our team at Pantar Solutions. As a key member of our consulting firm, you will work closely with our clients to design and implement scalable and secure cloud solutions using Azure.Key Responsibilities:Collaborate with cross-functional...

  • IT Business Solutions Analyst

    10 hours ago

    Chicago, Illinois, United States Innova Solutions Full time

    Job Title: IT Business AnalystInnova Solutions is seeking a skilled IT Business Analyst to join our team. As an IT Business Analyst, you will play a critical role in helping our clients envision and create solutions to solve complex business problems.Key Responsibilities:Support cost/benefit analysis to align technology solutions with business strategyGather...

  • IT Business Solutions Analyst

    2 days ago

    Chicago, Illinois, United States Innova Solutions Full time

    Job Title: IT Business AnalystInnova Solutions is seeking a skilled IT Business Analyst to join our team. As a key member of our organization, you will play a crucial role in driving business growth and success.Job Summary:The IT Business Analyst will be responsible for analyzing business needs and developing solutions to drive business growth and...

  • Azure Solution Architect

    1 week ago

    Chicago, Illinois, United States Pantar Solutions Full time

    Job Title: Enterprise Azure Solution ArchitectWe are seeking an experienced Enterprise Azure Solution Architect to join our team at Pantar Solutions. As a key member of our consulting firm, you will work closely with our clients to design and implement scalable and secure cloud solutions using Azure.Key Responsibilities:Collaborate with cross-functional...

  • Underwriter for Risk Solutions

    3 weeks ago

    Chicago, Illinois, United States Swiss Re Full time

    About The Team: The Corporate Solutions Crisis Management division is the most rapidly expanding unit in North America. This team is eager to enhance, develop, and introduce innovative products. The North America Crisis Management Team seeks a highly driven individual who is keen on thriving in a dynamic setting and contributing to the management and growth...

  • Head of Workforce Management Solutions Sales

    3 weeks ago

    Chicago, United States Hirebridge Full time

    Every single day around the world, thousands of patients are harmed from care delivery errors, many of which are preventable. We want to change that. RLDatix is on a mission to improve healthcare by enabling a world where patients receive the best and safest care possible. Trusted by thousands of clients around the world, our connected healthcare operations...

  • Future Opportunities in Client Solutions

    4 months ago

    Chicago, United States iCrossing Full time

    Job DescriptionWhy iCrossing For over 20 years, iCrossing has been partnering with the world's largest B2B and B2C brands to provide connected marketing & technology solutions that transform brand experiences and marketing strategies into superior business outcomes. Our human centric approach evolves customer experience, employee experience, and user...

NA Head of Client Solutions, Total Portfolio Solutions

4 months ago

Chicago, United States Northern Trust Full time

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.

About the Asset Owner Segment, Americas: 

This is a recently formed business segment within the Asset Servicing Division, responsible for roughly half of Northern Trust’s total global assets under custody, as well as newly formed innovative businesses such as Northern Trust Front Office Solutions. This segment focuses on mission-driven asset owners across the Americas, primarily endowments, foundations, corporations, pensions, multi-national entities, and insurance companies. The creation of this segment, which merges Northern Trust’s legacy business lines with its forward-looking products and capabilities, creates exciting and unique leadership opportunities to help us realize more optimal outcomes for our business, while working in close alignment with the other executives throughout the organization. This is an opportunity to transform how we serve our clients, partners, and stakeholders by leveraging the invaluable assets which exist within our people and our products, and applying forward-looking, human-centered design thinking and innovation to help us collectively achieve greater.

Our vision: 

To be THE market-leading partner of choice in the asset owner segment through innovative products, unparalleled service, impeccable operational outcomes, and unyielding integrity and alignment to our clients.

We cannot do this without putting culture at the core. Our people, our behaviors, the decisions we make all influence the ability to achieve success. Diversity, Equity, and Inclusion is paramount to establishing of an environment which fosters positive results and positive experiences.

Total Portfolio Solutions is an exciting new evolution for Northern Trust and its asset owner clients, bringing together nearly 1000 partners around the world to focus on the data and insights our clients demand the most – portfolio accounting, alternative investments, and investment risk and analytics. The group demonstrates its expertise across several core products & services at Northern Trust, inclusive of a new and developing suite of Integrated Middle Office offerings to complex asset owners across the globe. The formation of this group offers our partners exciting growth, learning, and development opportunities across a wide variety of domains and functions.

The core values of Northern Trust (Service, Integrity, and Expertise) are central to everything we do for our clients. We have differentiated ourselves in the marketplace by investing in and offering distinct asset owner products & services, all delivered with the high-touch client service model our clients expect. The hallmarks of Northern Trust service include doing so always with integrity, and while bringing our expertise to bear, so that we may provide our clients with best practices, thought leadership, and market insights. Successful candidates for this role will have tireless energy, deep empathy, and exacting dedication to the pursuit of empowering the incredible missions of our clients.

Reporting to the Global Head of Total Portfolio Solutions, the NA Head of Client Solutions is responsible for leading service delivery for client relationships in the NA market; managing the regional team of Client Solutions managers and partners, and collaborating with Business Development, Portfolio Solutions, Portfolio Delivery, Client Implementation, and Business Operations teams, as well as cross-functional teams such as Sales, Product and Relationship Management. Owns overall accountability for the performance of their team and clients against plan in the region, within established risk tolerance and in compliance with applicable governance and regulations.

Major Duties

  • Active participation in the TPS Management team including contributions to strategy and the business’s OKRs.
  • Leading and supporting a team of TPS Client Solutions partners, in line with plan and business and revenue growth.
  • Oversees, plans, and directs the activities of the NA Client Solutions team, ensuring that business objectives are being met, as measured through OKRs and plan.
  • Develops relationships with existing and potential clients to promote TPS.
  • Engages the rest of the bank through structured programs and personal relationships to maximize opportunities for TPS.
  • Partners with Client Implementations to successfully convert new clients onto TPS services and owns conversion to BAU at “go-live.”
  • Partners with Portfolio Solutions and Portfolio Delivery to ensure client deliverables, SLAs, and KPIs are met; responsible for TPS’ relationship with the client and for liaising internally with other Northern Trust teams servicing the client, principally Relationship Management.
  • Serves as the voice of the client in advocating for development of our software and services; partners with Product to shape our roadmap to drive client satisfaction and market competitiveness.
  • Ensures client development plans are in place and tracked for all NA TPS Clients; actively engages with clients as a strategic partner, while driving opportunities to grow the TPS relationship and cross-sell other Northern Trust services and products.
  • Leads engagement with NA governance forums, while leveraging global TPS resources, to ensure business activities are properly reviewed and understood by control, compliance and other stakeholders.
  • Oversees and proactively manages risk within NA Client Solutions, collaborating with and directing managers and leveraging global TPS resources; participates in TPS Risk Council.

Knowledge/Skills

  • Strong understanding of institutional investment industry, including markets, instruments, funds and fund structures, trading, etc.
  • Deep knowledge of alternative assets and related operational processes (hedge funds, private equity). Demonstrated understanding of private equity transactional impacts on unfunded commitments, market value, cost, and other metrics typically associated with private equity (TVPI, DPI, PIC, etc.).
  • Strong understanding of investment operational processes, transactional impacts, cash movement, accruals, and valuation methodologies.
  • Strong understanding of accounting/reporting methods, including IBOR, ABOR, and TruNAV to support complete and accurate data capture.
  • Knowledge of performance measurement concepts (such as attribution analysis) and standards (such as GIPS Standards).
  • Understanding of benchmarks and benchmark calculation methodologies across multiple asset classes, including blended and custom benchmarks.
  • Demonstrated ability to manage others: cultivating teamwork; providing leadership, direction, and guidance; and facilitating training and personal development.
  • Excellent communication and collaboration skills with an ability to communicate vision and purpose and bring people together around common goals.
  • Advanced knowledge of Microsoft Suite (Excel, Word, PowerPoint, Visio).
  • Applies knowledge of key business drivers and the factors that maximize department performance.
  • Persuades managers and leaders to take action and/or negotiates with external partners/ vendors/clients.
  • Ability to explain information, convey performance expectations, and handle sensitive issues.

Experience

  • Has experience managing; has experience coordinating resources and setting daily priorities to meet objectives.
  • Manages multiple related teams, sets departmental priorities, and allocates resources to align with business objectives and annual plan.
  • 15+ years of institutional investment industry experience, with experience covering Fund Accounting, Investment Operations, Performance Measurement & Analytics, Alternative Investments, Financial Reporting, Investment Oversight & Reporting, and associated risk management practices.
  • Experience serving the needs of complex asset owners including Endowments, Foundations, Family Offices, OCIOs, Pension Funds, Sovereign Wealth Funds, and institutional asset managers.
  • Understanding of client servicing requirements and expectations, either through client servicing experience or direct client experience.
  • Prior work experience requiring considerable organizational, planning, project management, and prioritization skills.
  • Solid experience with the full range of communication skills – written and oral.
  • Prior experience with multi-asset class portfolio management software preferred.
  • B.A. or B.S. degree.
  • Advanced credentials – CFA, CAIA, MBA, or CPA highly preferred.

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.

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 MyHRHelp@ntrs.com.

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.

For further information, and to apply, please visit our website via the “Apply” button below.