Job Vacancy Senior Investment Platform Manager – Wealth Management Northern Trust

Job title: Senior Investment Platform Manager – Wealth Management

Company: Northern Trust

Job description: The Senior Business Process & Product Manager leads a highly visible function within the Wealth Management (WM) National Investment Practice by leading the investment platform capabilities team. The investment platform is a suite of tools and capabilities utilized by WM front office advisors in management of HNW client portfolios, with ~300 billion in platform AUM. Responsibilities include ownership of platform roadmap and budget, quarterly business review (QBR) process, OKR/KPI identification and tracking, oversight of production support, ownership of key vendor relationships (internal & external) and management/development of team talent.

Key Tasks

Investment Platform Planning & Strategy

  • Lead implementation of ‘ideal state’ platform to facilitate National Investment Practice and WM BU objectives
  • Lead business case development for investment platform capital investments; oversee implementation and testing
  • Manage platform roadmap and budget in collaboration with WM Digital Services and Practice CAO
  • Own Investment Practice QBR process in collaboration with WM Digital Services and Practice Leadership
  • Identify, track and report on platform Objective and Key Results (OKRs)
  • Solicit and prioritize investment advisor feedback
  • Understand and respond to investment platform industry trends

Investment Platform Performance & Oversight

  • Lead production environment oversight and facilitate escalation for critical support
  • Own relationship with technology support teams
  • Identify, track and report on platform Key Performance Indicators (KPIs)
  • Maintain oversight and tracking of internal and external platform service level agreements (SLAs)
  • Develop and maintain governance standards
  • Facilitate root cause analysis on platform issues
  • Liaise between front-office partners and internal providers where needed

Investment Platform Advocate & Influencer

  • Build cross-BU relationships to advocate and influence in support of Investment Practice needs and initiatives
  • Develop strong relationship with WM Digital Services

Talent Management & Development

  • Manage Investment Practice Business Analyst/Capabilities Team
  • Coach team members to further develop personal skill sets, critical thinking and self-reliance
  • Manage investment platform support org structure within Investment Practice

Investment Practice Support

  • Partner across Investment Practice in support of Practice needs and initiatives
  • Support the Chief Investment Officer with special projects as needed

Knowledge and Skills

  • Leadership and organizational skills to manage across disciplines required
  • Excellent oral and written communication skills required
  • Executive level presentation experience preferred
  • Experience in business strategy, long term planning and project management preferred
  • Experience/understanding of wealth management ops across front/middle/back office preferred
  • Experience managing and developing talent preferred
  • Knowledge of capital markets: equity, fixed income, alternative investments and risk management principles
  • High proficiency in Microsoft suite


  • 10+ years relevant work experience in asset servicing or investments (e.g., portfolio management, front office / middle office operations, program management)
  • Advanced degree or investment certifications preferred

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 provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With more than 130 years of financial experience and over 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

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 America’s best banks and most sustainable companies! Build your career with us and apply today. #MadeForGreater

Additional Information

Expected salary:

Location: Chicago, IL

Job date: Fri, 08 Jul 2022 07:29:44 GMT

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