Description:
The Key Responsibilities Of The Role Include
- Solves complex problems
- Takes a new perspective on existing solutions
- Exercises judgment based on the analysis of multiple sources of information
- Impacts a range of client, operational, project or service activities within own team and other related teams
- Identifies and implements process improvements
- Works within broad guidelines and policies
- Independently manages client relationships of varying complexity (independently evaluating and responding to client inquiries, determining service requirements, providing training, producing client reporting, and helping clients interpret financial metrics to understand the impact of their investment decisions)
- Regularly Interfaces with senior staff at Northern Trust and/or client offices (CIOs, Treasurers, Directors of Investments), without (or with minimal) oversight
- Provides leadership to internal IRAS, operations, and client servicing partners to problem solve client issues and requests
- Provides data quality oversight, assistance with prioritization of work, and mentorship to less tenured team members
- Leads client projects and provides solutions to client requests
- Assists management with strategic projects and initiatives
Skills/Qualifications
- Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines
- Applies best practices and how own area integrates with others
- Is aware of the competition and the factors that differentiate them in the market
- Explains difficult or sensitive information; works to build consensus
- Uses insights into how the IRAS team integrates with other Northern Trust teams within Business Services, C&IS, and Wealth Management to coordinate efforts and resources to achieve shared and individual objectives, as well as to provide leadership in solving cross-practice problems
- Expected to use judgement to make decisions without seeking approval
- Acts as a resource for colleagues with less experience
- May lead small projects with manageable risks and resource requirements
- Provides formal and informal guidance to less tenured team members
- Accountable for own contributions
- Experience in investment analysis or trust-investment related background, investments operations, client-servicing, or transferable experience from a related field
- Interest in, or progress towards advanced degree, CFA, CIPM, CAIA or other investments-related professional designation is a plus
- Prior client-servicing or sales experience required
- Business judgment is required in order to quickly assess a situation and proactively develop solutions to complex client needs
- Use of Microsoft Office tools, advanced Excel skills preferred
- Effective organizational, written, and verbal client servicing skills.
- Time management and multi-tasking skills.