Sr. Product Consultant

3 days 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 Global Family Office: The Global Family & Private Investment Offices team (“GFO”) is a sales and client servicing group, within the Wealth Management division, specifically dedicated to supporting ultra-high net worth individuals and families (>$200m of investable assets), their charities and foundations. Given their wealth, these families act like institutions but require a personal and high touch approach, as well as the highest level of discretion. Our families wealth is mixed in nature with some being multi-generational inherited wealth and some being new entrepreneurial wealth. With the diversity of their investments, they often take a broad range of products and services from Northern Trust including asset servicing (custody), fiduciary, fund administration, investment management and banking/credit. Job Title: Sr. Product Consultant Description: Responsible for consulting with complex Wealth Management clients and prospects to analyze and determine product implementation needs as they relate to trust and custody products. Works with clients, prospects, partners, and investment managers, as appropriate, to provide beginning-to-end implementation of product solutions, including training and support of training and support of our online applications. Works with the sales and/or client service team to ensure that all partners understand the service needs in order to establish the proper ongoing support. Major Duties: Consults with complex ultra-high net worth Wealth Management clients and prospects to analyze and determine product implementation needs as they relate to the institutional trust and custody technology solutions.

Works with clients and/or partners to devise solutions utilizing technology. This may include facilitating custom production or system development request.

Works with relationship manager and client to gain understanding of client needs and implements accordingly.

Serves as the implementation liaison between the client, relationship team and the production areas to communicate all online set up activities.

Communicates and monitors implementation action plan to ensure that the product and product enhancements meet client expectations.

Develops solutions to implementation problems that are satisfactory to both client and partners. Anticipates problems based on analysis of implementation issues.

Advises relationship managers and partners in other areas regarding implementation issues.

Visits clients to develop understanding of the business, objectives and goals to negotiate and implement client service requirements. Documents client call and prepares status reports for management.

Coordinates and participates in training presentations with clients, in the bank and at client site.

Ensures that all necessary client documentation is completed according to audit guidelines. Provides procedures and documentation for account servicing.

Keeps abreast of new and existing bank products and services in order to meet the needs and experience of new and existing clients.

Serve as voice of client for Product groups across Northern Trust as they develop and enhance new and existing online and digital delivery channel capabilities

Knowledge/Skills/Experience Experience in servicing clients

Strong verbal/written communication skills required along with strong small, medium and large scale in person presentation skill and comfort

Microsoft Excel knowledge preferred

Willingness to work and collaborate in team environments and with peers across Technology, Product and Client Service and Change Management groups

Note: travel will be required for this position when visiting assigned and new clients; could be international (primarily Canada)

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

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.

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