Digital Solutions Consultant at Northern Trust

Chicago, Illinois, United States

Northern Trust Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Asset Servicing, Institutional Trust, CustodyIndustries

Requirements

  • Minimum of 3 years of professional experience working with clients and/or their advisors preferred
  • Familiarity with the financial services landscape, particularly custodial banking and asset servicing
  • Strong verbal, written, and presentation skills
  • Solid understanding of accounting principles (custody, debits, credits) is desirable
  • Excellent time and project management abilities
  • Proficiency in Microsoft Office 365, especially Excel, Power BI, and Copilot
  • Collaborative mindset with the ability to work across teams including Technology, Product, and Client Service
  • Proactive approach to learning and expanding skill sets
  • Willingness to travel, including potential international travel (primarily Canada), to support client engagements

Responsibilities

  • Serve as the primary contact for all client-facing digital experiences, ensuring optimal solutions and operational efficiency
  • Provide training and support on online tools and applications, including customized access, views, and settings
  • Develop and deliver tailored digital solutions; communicate enhancements and new offerings to clients
  • Lead onboarding of new clients to Northern Trust’s digital platforms, including identifying custom reporting needs and coordinating with clients and development teams
  • Present current and upcoming capabilities in client meetings
  • Act as the client advocate to Product teams, contributing to the development and enhancement of digital delivery channels
  • Support clients during product rollouts and enhancements to ensure seamless transitions
  • Consult with institutional trust and custody clients and prospects to analyze and determine product implementation needs as they relate to institutional trust and custody products
  • Work with clients, prospects, partners, and investment managers to provide beginning-to-end implementation of product solutions
  • Work with the sales and/or client service team to ensure that all partners understand the service needs in order to establish the proper ongoing support

Skills

Passport
Online Report Center
Global Cash Movement
Web Cash Movement
Trade Order Entry
Data Direct
Corporate Actions
APIs
Custom Reporting
Automation
Client Training
Digital Solutions

Northern Trust

About Northern Trust

N/AHeadquarters
N/AYear Founded
N/ACompany Stage

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