About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Product Consultant, Digital Solutions Consultant
Serves as a product implementation consultant for institutional trust and custody clients, prospects, investment managers, and internal partners. Consults with clients to analyze business requirements and determine implementation needs related to custody, asset servicing, and trust products. Partners closely with clients, Relationship Managers, Sales, Client Service, and operational teams to deliver end-to-end implementation of product solutions while ensuring a seamless onboarding experience. Acts as a key liaison throughout the implementation lifecycle, coordinating activities, managing expectations, and ensuring all stakeholders understand service requirements to provide effective ongoing support. Responsible for driving successful client outcomes through strong project management, relationship management, problem-solving, and product expertise.
Major Duties
Consult with institutional trust and custody clients and prospects to assess business requirements and determine product implementation needs related to custody, asset servicing, and trust products.
Partner with clients, investment managers, and internal stakeholders to develop and implement effective product and service solutions, including process and operational enhancements.
Collaborate with Relationship Managers, Sales, and Client Service teams to gain a thorough understanding of client goals and ensure successful implementation of products and services.
Serve as the primary liaison between clients and internal operational teams, coordinating all aspects of account onboarding, implementation, and service setup activities.
Develop, communicate, and monitor implementation plans to ensure products, services, and enhancements are delivered accurately and meet client expectations.
Identify, analyze, and resolve implementation challenges while balancing client needs and business requirements. Anticipate potential issues and implement proactive solutions to mitigate risk.
Provide guidance and subject matter expertise to Relationship Managers and business partners regarding implementation processes, product capabilities, and client service solutions.
Meet with clients to understand their business objectives, operational requirements, and service expectations. Document client interactions and prepare status updates and reports for management.
Coordinate and deliver training sessions for clients and internal partners, both remotely and onsite, to support successful product adoption and ongoing servicing.
Ensure all client onboarding and implementation documentation is completed in accordance with audit, compliance, and risk management requirements. Maintain procedures and documentation to support ongoing account servicing.
Remain current on existing and emerging trust, custody, and asset servicing products, technology enhancements, and industry trends to effectively support client needs and business growth.
Knowledge and Skills
Strong knowledge of institutional trust, custody, and asset servicing products and services.
Understanding of trust and custody operations, processing workflows, and systems capabilities.
Demonstrated ability to manage complex client implementations and drive…