Total Portfolio Solutions, Implementation Project Manager

About 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.

Onboarding of new clients 

• Act as the main point of contact with the client and build relationships with external investment managers, internal partners across the Implementation team as well as Client & Data Solutions, in-house technology & product development partners, and senior management during the implementation process 
• Maintain a consistent Implementation process and control framework following established process and controls.  Be in constant communication with Total Portfolio Solutions (TPS) management and partners for best practices and issue escalation
• Provide clients with transparency into the onboarding process, honestly presenting aspects of the project going well, and addressing those that are not in the spirit of resolving issues before they become project roadblocks
• Manage multiple projects simultaneously from beginning to end 
• Facilitate weekly client meetings including producing agendas, status reporting and document next steps 
• Coordinate and perform system configuration and testing as needed  
• Identify and communicate bespoke client requests and requirements and work with internal business and IT partners to address 
• Work closely with teams across the organization to ensure operational readiness 
• Assist in developing implementation methodology standards, procedures and templates 
• On an ongoing basis, collaborate with teams across the business to ensure onboarding process is up to date and effective 
• Ensure all escalations are identified and communicated to management appropriately 
• Travel as necessary to visit new clients and prospective clients (2-3 days per quarter)

Required Knowledge & Skills

• Self-starter – Performs independently with coaching. Leads and directs the efforts of team, peers, stakeholders.  
• Coordinates with teams across Total Portfolio Solutions to improve client service quality and operating excellence.
• Ability to own, lead and deliver multiple issues/initiatives across multiple areas to improve the service delivery, efficiency and relationships 
• Proactively recommends and champions value added efforts to improve overall service quality and promote employee engagement  
• Excellent written and oral communication skills.   
• An effective communicator and facilitator with strong analytical and presentation skills 
• Results oriented, takes initiative to identify areas to add value and executes quickly and effectively.  
• Highly flexible and adaptable to change  
• Attention to detail 
• Works with a sense of urgency 
• Experience creating dashboards and developing project metrics. 
• Advanced knowledge of Microsoft Suite (Project, Excel, Word, PowerPoint).
• Ability to apply operational business practices and coordinate with other closely related areas to improve efficiency. 
• Basic understanding of institutional investment industry, including markets and investment instruments. 
• Basic understanding of investment operational processes, including transactional impacts, cash movements, and accruals. 
• Basic understanding of accounting / reporting methods, including IBOR, ABOR, and True NAV to support complete and accurate data capture. 
• Knowledge of performance measurement concepts. Understanding of performance benchmarks and their use 

Qualifications

• Minimum of 5-10 years of relevant / applicable experience at least five of which is performing project management functions, preferably in financial services  
• PMP certification is preferred
• Demonstrated experience leading teams on complex initiatives  
• B.A. or B.S. degree  
• A genuine desire and capability to work in a fast-paced, professional, inclusive environment which requires teamwork, well-honed problem-solving skills, frequent re-prioritization, deadline management, ongoing and comprehensive communication, constant attention to detail, and a commitment to continuous improvement and best practices. 

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Salary Range:

$95,600 - 162,400 USD