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Senior Consultant, Client Onboarding (New Business)

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Business Systems/Process
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73285 Requisition #
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Overview

  • The new business team is responsible for over 200 fund events each year and overseas close to USD30bn in assets transferring / launching into the business
  • The New Business Implementation Team supports Client Implementations and Transitions covering multiple domiciles including Ireland, Luxembourg, Channel Islands & Cayman Islands.
  • Ensure smooth implementation of New Business and Conversion activity across both our new and existing client base.
  • Monitor risk and issues throughout the project and ensure proper escalation to senior management where needed.
  • Work with Sales, Client Services, Fund Accounting, Transfer Agency, Custody & Transitions, Derivatives, Depositary, Legal & Financial Reporting and other relevant departments/business units as required for client/fund projects.

Accountabilities

  • Co-ordinate Fund launches and transitions with new business take on teams, Client, Relationship Managers and relevant departments/business units.
  • Scope the project and critical path with Client and relevant NT departments.
  • Create project plans for meetings
  • Project Manager is the key point of contact with the Client for the duration of the project, along with the Relationship Manager.
  • Chair project meetings and document actions/updates. Ensure new business take on teams are taking ownership of their tasks.
  • Actively manage the new fund approval process, including the circulation of all details to the operational areas and the monitoring of the replies via the tracking file.
  • Report and escalate to Senior Management on any risks and critical tasks from plans that are outstanding, e.g. SLD’s, Fees, Legal Agreement.
  • Assist in RFP’s and Sales presentations to Client.
  • Conduct Lessons Learned on completion of a complex project when required.

Competencies:

  • Client Service Orientation
  • Analytical Thinking
  • Concern for Quality
  • Leadership
  • Initiative

Skills:

  • Communication
  • Product/Service Knowledge
  • Numeracy/Financial Analysis
  • People Management
  • Industry Knowledge
  • Excel / Word / PowerPoint

About Northern Trust

 

For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.

 

We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.

 

Northern Trust proudly cultivates a diverse workforce, to serve our diverse client base. We strongly believe that diversity of experience contributes to a broader collective perspective that will consistently lead to a better company. We encourage applications from the best regardless of ethnicity, gender, gender identity, age, nationality, disability, sexual orientation, education, socio-economic background, parental and caring status, or religion.

 

As of September 30, 2018, Northern Trust Corporation had:

  • $10.8 trillion in assets under custody/administration
  • $8.2 trillion in assets under custody
  • $1.2 trillion in assets under management
  • $132 billion in banking assets


 

 

 

 

 

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Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
  • APAC EEO Statement
    • APAC EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

  • EMEA EEO Statement
    • EMEA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • USA EEO Statement
    • USA EEO STATEMENT

      It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO poster (U.S.)EEO is Law Poster Supplement