Senior Financial Services Leader

7 days ago


Chicago, Illinois, United States Northern Trust Full time

About Northern Trust

We are a globally recognized, award-winning financial institution with over 130 years of financial experience. Our team serves the world's most sophisticated clients using leading technology and exceptional service.

As a Senior Financial Services Leader at Northern Trust, you will have the opportunity to work in a fast-paced environment and collaborate closely with senior leaders to drive business growth and excellence.

Key Responsibilities:

  • Strategic Leadership
    • Develop and implement a strategic vision for our OCIO business and lead the team in achieving business objectives and growth targets.
    • Collaborate with senior leaders to align OCIO strategies with overall organizational goals.
  • Client Retention & Growth
    • Oversee client relationships to ensure high levels of satisfaction and retention, working closely with clients to understand their needs and deliver on service commitments.
    • Partner with sales and marketing leaders to develop business development strategies for priority OCIO investor segments.
    • Ensure effective communication and reporting to clients regarding their portfolios and performance.
  • Operational Oversight
    • Manage operational aspects of the OCIO business including compliance, risk management, and technology integration.
    • Ensure efficient and effective operation of all OCIO processes and workflows, developing policies and procedures for regulatory compliance and best practices.
  • Team Leadership
    • Build, mentor, and lead a high-performing OCIO team, fostering a culture of collaboration, innovation, and excellence.
    • Provide ongoing professional development opportunities and support for team members.
  • Investment Performance
    • Work with Client Investment Officers to define investment guidelines with clients and design investment management agreements.
    • In close partnership with senior leaders, build leading asset allocation solutions to drive innovation and investment performance for client portfolios.
  • Collaboration Across Northern Trust
    • Work closely with various asset class CIOs to drive innovation for OCIO clients and ensure seamless integration of investment strategies and client solutions.
    • Coordinate with sales, operations, marketing, compliance, and other critical functions to grow and retain the OCIO business.

Requirements:

  • Bachelor's degree in finance, business, economics, or a related field; advanced degree (MBA, CFA, etc.) preferred.
  • Extensive experience (15+ years) in the investment management industry, with a focus on OCIO services or similar roles.
  • Proven track record of strategic leadership and business development in a financial services environment.
  • Critical thinker with superior problem-solving abilities who can navigate large organizations and organize resources effectively.
  • Proven experience in attracting, developing, and inspiring high-performing talent.
  • Strong understanding of investment management principles, financial markets, and regulatory requirements.
  • Excellent client relationship management skills with a demonstrated ability to build and maintain high-level client relationships.
  • Exceptional communication, leadership, and interpersonal skills.
  • Strong analytical and problem-solving abilities.

Salary Range:

$150,000 - $250,000 per year, depending on experience and qualifications.

About Us:

Northern Trust is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. We pride ourselves on providing 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.



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