Financial Specialist Salary in Chicago, IL

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets.Wintrust is a financial holding company with approximately $50 billion in assets under management and traded on the NASDAQ: WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units, including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services, and qualified intermediary services for tax-deferred exchanges.Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years)    Competitive pay and discretionary or incentive bonus eligibleComprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a fewFamily-friendly work hoursPromote from within cultureWhy join this team? We offer advisors the best of both worlds—the technology, products, benefits, and business development opportunities of a large corporation as well as the supportive culture, reputation for personal service, and lasting client relationships of a boutique firmWe hold ourselves to the highest standards of service and integrity in the industryWe have a strong reputation for quality service and impeccable ethicsWhat You'll DoBuild rapport and professional relationships with clients, prospects, and colleaguesBe committed to client retention, client recruiting, and superior customer serviceGather assets for fee-based and traditional brokerage accountsGo on calls with clients and potential clientsMaintain a high level of compliance with FINRA, SEC, and firm rules and regulationsMeet sales quotasAssess client's overall financial picture, truly understand their needs and then develop a relevant, solid financial planOversee the course of financial plans and updating it if necessary, to ensure profitsCultivate our client base and build win-win relationshipsAdhere to compliance with all industry rules and regulationsAdminister presentations for new prospects and referralsWork collaboratively with other team membersIdentify and deepen relationships with clients and potential clientsPossess knowledge of a wide array of financial products and servicesKeep up on new industry trends and research the market to back up financial consulting decisionsNetwork, generate leads and seize opportunities to sell mutual funds, stocks, bonds, etcOther duties, as they ariseQualificationsSeries 7, 66 or 63 and 65Proven work history with experience as a financial advisor, planner, specialist or another relevant roleConsistent track record of successful financial guidanceAbility to analyze the market data in order to formulate and provide appropriate, data-based financial adviceSolid communication, negotiation, and presentation skillsAttention to detail and consistent accuracy with all dataHighly articulate and able to explain complex information clearly and simplysSelf-motivatedStrong working knowledge across a variety of financial products and services (debt management, cash management, insurance coverage, investments, etc.)Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet InsuranceEEOC StatementFrom our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

Financial Consultant (Commission-statutory W-2 with residual income 2nd year, No immigration sponsorship )We are looking to hire 10 highly talented individuals to join our Team as Financial Advisors.We will start interviewing May 27th and plan to make all selections on June 17th*Commission role plus residual income role*During the selection process you will be expected to meet with the Director of Recruitment, Managing Director, Associate Managing Director, and Associate Director of Development.If you believe your purpose revolves around educating others to improve, sustain or grow their wealth we ask that you submit your resume for consideration.(Similar to owning a business, which is based on revenue generated. This is NOT a salary position)About usAt Northwestern Mutual Financial Representatives strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives are professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. As you excel in your career our Advisors are supported by our network of specialists, training programs and mentoring opportunities to help their clients and to build practices.Our website: https://www.northwesternmutual.com/office/il/hyde-park/87809909/Financial Advisors at Northwestern Mutual Chicago help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs AnalysisAs a Northwestern Mutual Financial Advisor:1. Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.2. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.3. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.4. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs.Compensation & Benefits• Commission structure to support early development• Renewable income• Bonus programs and expense allowances• Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more• Retirement Package and Pension Plan• Medical, Dental, Vision, Life Insurance and Disability Income Insurance• Family PlanningYou could be right for this opportunity if you have:• 4-year degree; or equivalent professional work experience• Entrepreneurial ambitions, or a desire to own something that you can past down to family someday.• History of success in sales, athletics, military, client services, or client-facing roles• Excellent time-management skills• Desire for continuous learning• Legal authorization to work in the US without ever needing sponsorship. Leaving a lasting legacy for generations to come. The desire to be compensated based on how hard your work not based on how someone feels about you.Pay rangeExact compensation may vary based on skills, experience, and location.Income range (Similar to owning a business, which is based on revenue generated. This is NOT a salary position)Revenue average1-4year| $92,597/yr - $183,762/yr5+yrs| $740,000-$2,434,435Featured benefitsEmployer-providedMedical insuranceVision insuranceDental insurancePension planDisability insurance401(k)Flexible scheduleHealth insuranceHealth savings accountLife insuranceParental leaveProfessional development assistanceCompensation package:CommissionResidual income starting the 2nd yearBonus opportunitiesWeekly schedule:Monday to FridayWork setting:In-personIn the fieldOfficeEducation:Bachelor's (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 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.Risk SpecialistAsset Servicing Risk Management is seeking a senior-level candidate with experience in financial services, including custody, fund administration, banking and capital markets. The Risk Specialist role will focus on risk assurance and advise on material change such as new products, systems, business, data/digitalization, and regulation. The role has a global remit to provide review and challenge and advise on risk policy adherence and appetite assessment. As a Risk Specialist in our Asset Servicing Risk Management team, you will have the opportunity to collaborate globally across the Asset Servicing business unit and corporate functions. We value team players with understanding of risk management concepts, strong technical writing and verbal communication skills. You will need strong leadership skills and an understanding of the global financial markets, risk standards, and risk governance frameworks and policies. As part of Risk Management, you are at the center of keeping Northern Trust strong and resilient.In addition, the Risk Specialist will advise senior management on opportunities to enhance the design and operating effectiveness of the internal control environment for Northern Trust's risk management practices. The key responsibilities of the role include: Risk advisor to the Business on material change activity (e.g. new product, new business, new vendor etc.), including initial high-level views and channeling to appropriate risk evaluation and governance processesEngagement with business strategy ensuring a strong awareness and understanding of growth, product development and client prospectsRisk assessment of material incidents and issues, including a review and challenge of the Business's risk evaluation processProvide independent risk reporting Support Corporate Risk in their development of risk frameworks and programs, and be an escalation for the Business and Corporate Risk ownersKey member of Business Unit run risk forumsSupport client engagement regarding risk framework and escalation if arisesMonitor regulatory updates and provide team with guidance on impact of changes in regulatory environmentInteracts, partners and presents to Senior and Executive Management to understand the risks/challenges within the business, business changes and other significant events that could significantly affect the firm or adherence to regulatory requirements and risk appetiteMaintains familiarization and technical expertise across the firm including organizational structure, personnel, activities and products, new product development, technology and data workstreams, financial performance and risk, and other areas as appropriate.Communicates with partners at all levels, developing and presenting recommendations on operations and controls The successful candidate will benefit from having: Knowledge of Asset Servicing, Asset Management, Fund Services at a strategic and product / operational levelStrong evaluation skills and ability to provide risk advice on a broad range of issues, initiatives and scenariosStrong analytical, problem-solving and communication skills to apply to all levels of an organization and in particular, at risk forumsUnderstanding of project management and portfolio management techniques and methods, including change management principleAbility to establish trust-based relationships with stakeholders across enterprise and lead them towards common objectives across teamsAbility to develop hypotheses and make quick decisions in an agile environmentFlexible and adaptable to change Expertise Required: Bachelor's Degree or commensurate Risk Management experienceBusiness and/or Operational experience in areas such as Asset Servicing, Fund Servicing, Asset Management, or TradingRisk advisory roles in change projects - new product, new business, business expansion.Strong communication and organization skillsDemonstrated ability to collaborate cross-functions to achieve measurable resultsAbility to manage and prioritize multiple requests at the same timeProficiency in Microsoft Word, Excel, and PowerPoint 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. #MadeForGreaterReasonable 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 [email protected] .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.

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.Primarily focused on North American Capital Markets Compliance, the Specialist, Capital Markets Compliance provides support for business unit activities, including periodic and event driven reviews of regulatory requirements, new services and processes, marketing material, and new or emerging issues. Detects and advises management of potential compliance issues and recommends procedural changes. The Specialist, Capital Markets Compliance, will support Northern Trust's CFTC-registered swap dealer in addition to Northern Trust's securities lending and FICC sponsored repo activities.The key responsibilities of the role include: Acts as the main point of contact for Northern Trust's North American Securities Financing business, establishing and documenting a compliance program to support the business with applicable regulations and internal policies. Supports Northern Trust's Swap Dealer CCO in managing Northern Trust's CFTC/NFA swap dealer program.Reviews business policies, procedures, and processes to ensure alignment to regulatory requirements and expectations.Supports the completion of the Compliance Risk Assessment, which captures business processes and controls, and identifies control weaknesses that may be actual or potential compliance issues.Reviews and approves marketing materials related to securities lending and FICC sponsored repo activities.Performs continuous monitoring of business activities, through scheduled and ad-hoc interaction with the business unit Risk and Control team.Attends business unit risk council and compliance committee meetings, as appropriate.Remain current on new and proposed regulations that may impact that business unit, either directly or based on the clients served, supporting Northern Trust's regulatory change framework.Supports the enterprise with its monitoring and surveillance activities related to voice, e-communications, and transaction surveillance.Assists with other strategic projects as required to assist in continuing to align regional processes globally.The successful candidate will benefit from having: 5+ years' experience in Capital Markets Compliance, Risk Management or the Financial Services Industry required.Experience working at a regulator preferred but not required.Knowledge of derivatives and securities financing transactions, including securities lending and repo/reverse repo transactions.Knowledge of regulations of the SEC, FRB, DOL, CFTC, or NFA.Experience analyzing complex regulatory requirements and supporting the implementation of significant new or amended regulations a plus.Strong analytical, organizational, interpersonal, verbal and written communication skills are required to analyze and summarize information.Strong ability to work independently and meet deadlines.Strong attention to detail to document and convey key compliance information.#LI-LK2, #LI-Hybrid 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. #MadeForGreaterReasonable 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 [email protected] .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.

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.This is a Specialist role with the Asset Management Finance team.Major responsibilities include:Finance lead supporting the Global Institutional Client Group (GICG) within Asset Management. This individual will partner closely with the GICG leadership team and business partners to support financial analysis of the business.Lead analysis of new business opportunities and overall organic growth, including ownership of the sales incentive accrual process.Play an active role in analyzing the financial performance of the NTAM business overall. This individual will own processes end-to-end with an eye toward how we leverage technology to work more effectively, incorporating automation into what we do.Ownership of key reporting deliverables for monthly and quarterly cycles. This will include materials put together for the NTAM Executive team, the Northern Trust CFO and Corporate MRP&A, as well as the Management Group.Successful candidate will benefit from having:Degree in Finance or Accounting preferred, but other relevant degrees will be considered7+ years in a financial analyst role or similar role with proven experience in accounting, reporting and financial analysis.Financial services industry knowledge strongly preferred but not required.Advanced Microsoft Excel skills required. Proficiency with BI tools (e.g., Power BI) and financial applications (e.g., COGNOS, Hyperion, TM1) strongly preferred.Excellent verbal and written communication skills, including management reporting and presentation experience.Strong analytical skills and attention to detail.Highly adaptable to change with exceptional organization and time management skills.Previous experience driving strategic and tactical process improvement initiatives is highly desirable.#LI-Hybrid 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. #MadeForGreaterReasonable 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 [email protected] .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.

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.We are looking for a Specialist Business Architect in Northern Trusts' Asset Servicing business. The role of Specialist Business Architect is a senior role within the team. The successful candidate will have responsibilities across 4 competencies: Provide a bridge between strategy & execution: Stay connected with industry developments. Deliver assessments that inform strategy & support improved decision making. Collaborate with other architecture practices to lead the development of best practice and ensure consistency across the wider Asset Servicing business. The key responsibilities of the role include: Business Architect on large strategic initiatives, working across the business architecture methodology. Facilitate workshops to support delivery of the Definition, Assessment and Design phases: responsible for the production of Business Architecture artifacts in all phases. Provide oversight and mentoring of other Business Architects on assignments where multiple resources are required.Responsible for creating & maintaining business architecture blueprints and applying business architecture techniques to deliver assessments Support the team in continuing to enhance Business Architect methods and processes; includes collaboration with other teams helping to establish a more enterprise wide standard. Participate in Industry groups / Trade Associations and track regulatory, market and economic trends and changes. Evaluate the impacts on Northern Trusts strategy, projects and processes. Skills / Qualifications Background in Securities Services / Financial Services with a good overall understanding of the relevant functions and processes within Custody including Trade & Settlements, Entitlements, Tax and Cash Experience within an Architecture type role, on a variety of large and complex related projects impacting capabilities within Securities Services / Financial Services Experience of working in a change environment, with knowledge of project management ( Agile would be beneficial ) and business analysis practices. Experience with process mapping and process re-engineering including use of business process modelling tools. Experience applying Domain Driven Design and Scaled Agile principles would be beneficial.#LI-MG1#hybrid 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. #MadeForGreaterReasonable 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 [email protected] .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.

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.WHAT WE ARE LOOKING FORWe are looking for a highly driven individual who is passionate about developing and implementing creative solutions to challenging problems and works well with teams to do it. This individual has an entrepreneurial spirit and a combination of capability, drive, and intellectual curiosity. They are also able to strive in ambiguous environments and use analytical and creative thinking to find and develop innovative solutions to complex problems.As part of our collaborative team, they will have the opportunity to achieve high impact results, with continuous opportunities to pursue their professional development, career interests and growth aspirations.WHAT YOU WILL DOIf you join our team, you will lead client engagements across a variety of urgent, high-impact situations.Establish and cultivate effective relationships with clients as well as external and internal partners/stakeholders, taking a consultative approach to maximize client satisfactionBe a thought-leader, evangelize and drive collaborative and innovative approaches to defining and solving problemsNavigate through complex initiatives involving multiple disciplines and/or ambiguity while displaying a balanced, cross-functional perspectiveCollaborate with the various internal groups to set, engage and champion client and business objectives across the organizationSupport Business Development and Sales through review of RFPs, participation in sales presentations, and support of complex onboardingSKILLS AND ATTRIBUTES FOR SUCCESSArticulate, persuasive, communicator and presenter who is able to express yourself effectively, by breaking down complex structures into digestible and relevant points for a diverse set of clients and colleagues, at all levels.Ability to make the transition from strategic thinking (conceptual and planning) to execution in order to achieve objectives and outcomes.Synthesizes information rapidly and applies good business judgment quickly to deliver deep insights into possible impacts and solutions.Ability to build and maintain productive internal and external relationships.Ability to work independently in a fast-paced, changeable environment.Possess good business acumen and remains current on new developments in Financial Services capabilities and industry trends.High energy style, flexible and adaptive.Inspiring leader, innovative with the development of new tools, methodologies and approaches.Advanced proficiency with Microsoft Word, PowerPoint and Excel applications.QUALIFICATIONSBachelor's Degree5 +years Financial Services experience or an industry equivalent5+ years Consulting experience or an industry equivalent 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. #MadeForGreaterReasonable 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 [email protected] .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.

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.Summary: The role involves working for Northern Trust Omnium Change Management, supporting the software development lifecycle for the Omnium Platform. This is a multi-tenant platform supporting mainly Hedge Fund Services (HFS), a global fund administrator, specializing in complex hedge funds and alternative asset investments. The successful candidate will be an ambitious self-starter who has demonstrated the ability to function as an effective and strategic leader in a dynamic, fast-paced, and demanding environment. This individual will have a strong technical background, experience working within the Financial Services industry and a proven track record of solving business problems, managing projects and internal/external relationships. The role will be a key part of our Omnium Change Management team and will be visible to many teams and partners. Major Duties:Responsible for project managing highest priority and most complex strategic initiatives that cross multiple workstreams in alignment with executing on HFS' business strategy.Responsible to define the project approach and execution plan which will include scope, risks, resources, prioritization, implementation and the overall communication and governance. These activities to be done while managing and collaborating with multiple stakeholders, clients, IT developers, vendors, Agile Managers and Product Solutions.Responsible to facilitate sessions to define the problem statement or business case of the initiative to identify expected project benefits. Clearly define appropriate scope of work (in-scope and out-of-scope), business value, impacted clients and create a process for change requests.Responsible to work with the team to define incremental milestones that will deliver value and metrics to measure success against (i.e. hitting project milestones).Define project framework and governance structure that will be used throughout the project including, materials, meeting cadences, key decision makers, roles and responsibilities of the team members and escalation paths.Use sound judgement to escalate issues appropriately and timely, including solution options and associated impacts to drive effective decision making.Demonstrate critical thinking to anticipate and connect opportunities to drive the project forward and resolve challenges / escalations.Collaborate with Agile Manager and Product Solutions to stay informed on software development to ensure the delivery plan is executed against agreed milestones. Collaboration may include requirements and design, prioritization, testing and release management.Collaborate with Agile Management and Product Solutions to create a roadmap visualization for development delivery. Maintain ownership of the initiative/feature level roadmap tracking against plan.Create and present project status materials including dashboards, global forum, roadmap visualizations and fit-for-purpose highlights/impacts ensuring right level of information is articulated clearly for the audience.Manage project closures responsibilities including project documentation, implementation of new processes, training, and communication of best practices learned.Manage multiple complex initiatives involving multiple stakeholders, clients, IT developers, Agile Managers, etc. and/or ambiguous issues at a time.Demonstrate leadership within the team; effectively lead meetings, drive agendas, set high expectations, hold team accountable for results, be proactive on execution and follow-up on takeaways.Understand the business functions, clients and products to think strategically, effectively lead the team through change and solution issues.Display a balanced, cross-functional perspective, liaising with the business and working with the team itself to improve efficiency, effectiveness and productivity in project execution.Manage budget on a monthly basis for stakeholder transparency. Effectively communicate correct PPM timecodes for the team as a key input.Manage vendor management responsibilities that align to the Northern Trust standards, as applicable.Demonstrate strong collaboration with others and high emotional intelligence to build productive and strategic relationships.Self-starter, performs independently with little supervision and coaching, leads and directs the efforts of team(s) to improve the delivery of quality client service. Coordinates with teams within and outside of HFS.Proactively recommends and champions efforts to improve overall service quality and promote employee engagement.Viewed as a leader and influences peers, team, supervisor, clients, other BAU teams, Sr Managers, all NT Servicing Teams, vendors, industry groups and external parties.Serves as a mentor and coach for others.Maintain focus on diversity and inclusion.Knowledge / Skills:Seasoned expert with technical and/or business/industry knowledge and functional expertiseExpert knowledge of all BAU functions and process flows; able to lead projects and BPO efforts across BAU team and across NT organizationSound platform capability knowledge, applicable product and related industry knowledge surrounding best practices and competitive landscapeDemonstrates strong client service capabilitiesProven track record of excellent project management execution, including complex, long-term strategic initiativesHighly flexible and adaptable to change; capable of being a 'change agent' to identify and drive productivity transformationExcellent oral and written communication skillsStrong analytical, organizational and problem-solving skills ("solutions-oriented" mindset)Client relationship focused (internal and external relationships)Ability to manage multiple tasks simultaneously and with accuracyAbility to run a meeting and drive an agenda Excellent client-service skills and high emotional intelligence (EQ) Ability to manage multiple tasks simultaneously and with accuracy Experience:A College or University degree and relevant proven work experienceA minimum of 8-15+ years of experienceExperience with Investment Management and/or Financial Services; Alternative Asset Management specific a plusProven project management practiceFamiliarity with the Microsoft Suite (Excel, Word, PowerPoint, Outlook, Visio) Familiarity with Microsoft Azure tools or a willingness to learn (Azure DevOps Services) Familiarity with project management tools and concepts Familiarity with Agile development methodologies and conceptsA 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 #LI-HY#LI-CL1 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. #MadeForGreaterReasonable 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 [email protected] .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.

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. Major Duties :1. Seasoned multi-disciplinary expert with extensive technical and business knowledge and functional expertise (e.g. tax, regulatory)2. Review of monthly fund and business entity closing summaries or other client data as applicable.3. Report and analyze financial data to be disseminated to our clients and their investors.4. Close monthly books and records of the funds to general final performance figures as applicable.5. Interact with clients and other Hedge Fund Services teams to obtain understanding of funds¿ activities.6. Prepare financial statements for funds as applicable.7. Work directly with external auditors to ensure accuracy of each funds annual financial statements as applicable.8. Focus of role is on execution of strategic direction of business function activities.9. Carries out complex initiatives involving multiple disciplines and/or ambiguous issues.10. Displays a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity. Knowledge :Excellent oral and written communication skills are required.In-depth Functional / Industry Knowledge is required.Highly flexible and adaptable to change.Technical skills / systems knowledge is required. Experience :A College or University degree and/or relevant proven work experience is preferred.Related Industry qualification (e.g. ACCA) is preferred. 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. #MadeForGreaterReasonable 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 [email protected] .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.

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.Major Duties :Lead/contribute to the development of key business unit, technology and corporate strategies on platform, capabilities, growth, performance, talent, and new business opportunities.Leads financial analysis support for IT/business alignment, business case analysis and presentation, corporate development opportunities and cost/benefit analyses to support transformation.Manages and/or participates in business case analysis to support the strategic direction of the business.Present business cases and other analysis to upper management and continue to enhance the asset servicing business case processBuild and maintain relationships with business unit and functional leaders, their teams, and members, able to influence across various levels.Dissect problems using qualitative and quantitative research and analysis, inductive and deductive reasoning, abstract thinking and root-cause analysis.Serve as internal consultant to drive completion of strategy projects, working with the IT and the business as a client.Analyze total cost of ownership for our business application architecture, compile financial data, ensure data completeness and accuracy, and recommend opportunities to better align IT and business capital and expense management and allocations.Seasoned multi-disciplinary expert with extensive technical and / or business knowledge and functional expertiseCarries out complex initiatives involving multiple disciplines and/or ambiguous issues. Displays a balanced, cross-functional perspective.Leads special projects and ad hoc financial analysis requests to support the business unit.Focus of role is on execution of strategic direction of business function activitiesKnowledge :Excellent oral and written communication skills are required to present relevant information to senior management. In-dept knowledge of internal cost allocations, financial analysis, and reporting usually acquired through an advanced degree program or related work experience is required. Highly flexible and adaptable to change.Technical skills / systems knowledge (e.g. Excel, Word and PowerPoint) is requiredAnalytical and problem-solving skills required to evaluate financial results and projections.Experience :A College or University degree and/or relevant proven work experience in accounting, reporting and financial analysis is required. An advance degree in Accounting for Finance and/or related industry qualification is preferred. 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. #MadeForGreaterReasonable 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 [email protected] .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.