Business Lead
6 months ago
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.
Summary:
The Digital Business Lead is a leadership role in the Partner Workstation program that offers opportunities to make meaningful impacts on client experiences and business outcomes related to our client portal serving tens of thousands of wealth management clients. You will interface and collaborate with a wide range of stakeholders across digital services, practices and regions, as well as Partner Workstation development teams and members of other platforms and journeys. You will act as a subject matter expert, leveraging your specialized knowledge around acquiring, advising and servicing high net worth clients to inform and influence decisions toward delivering an end-to-end digital experience consistent with our level of care in providing excellent service and advice.
Primary Duties:
Accountable for:
Representing the interests and priorities of the WM Practices and our client-facing partners so that Partner Workstation is consistent with our messaging, advice and best practices
Business outcomes related to Partner Workstation, from delivering ROI to promoting client satisfaction and loyalty, and more
Responsible for:
Prioritizing Functional Features
Serving as an integrated SME resource for development teams by providing immediate business feedback or approval on requirements and changes
Developing deeper WM domain knowledge across members of the Partner Workstation program
Providing business context, perspective and feedback on design work
Regularly engaging in active usability testing
Gaining alignment among stakeholders on priorities and functional features
Advocating for business needs of the platform and making the business case for resources and capital investments
Participating in key client, prospect and meetings upon request from the field
Leading product demos, roadshows and other internal/external engagements, in collaboration with Product Lead
Involved / Influential in:
Setting the strategic vision and direction for the Partner Workstation platform, collaborating with others
Managing feedback and future enhancements backlog, alongside Product Lead
Developing a best-in-class unified team culture across the program that is business led, product enabled and technology powered
Ensuring Partner Workstation interests and objectives are considered/reflected in other WM initiatives
Collaborate with Change Management teams on creation, delivery and maintenance of resources, educational content and communications
Knowledge, Skills & Experience
5+ years in a client-facing role within Northern Trust Wealth Management
Expertise in practices such as Investments, Trust & Advisory, Banking and/or Sales
Financial industry designations such as CFP, CFA, CPWA, etc. preferred
Graduate degree in business-related field a plus
Effective communicator in multi-discipline settings regarding both business and technical concepts, often presenting to large internal/external audiences
Ability to negotiate and influence others without direct authority
Analytical thinker who also exhibits very high EQ and relationship management skills
Excel in working collaboratively with others to solve problems, make decisions and drive projects forward
Proactive, highly self-motivated and entrepreneurial mindset
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 .
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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