- 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
- 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
Business Lead - Chicago, IL, United States - Northern Trust Corp
Description
Business Lead - Partner Workstation page is loaded
Business Lead - Partner Workstation
Apply remote type Hybrid locations Chicago, IL time type Full time posted on Posted 5 Days Ago job requisition id R123294About 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:
Knowledge, Skills & Experience
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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remote type Hybrid locations Chicago, IL time type Full time posted on Posted 30+ Days AgoA global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we've been named one of the world's most admired companies.
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 North America), Asia Pacific), India), Europe, Middle East and Africa) and let us know the nature of your request and your contact information.
Equal Employment Opportunity Statements
APAC/INDIA 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.
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
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
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.
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