Sr. Consultant, Client Solutions, Total Portfolio Solutions

Northern Trust

Unknown
Base: $83,100 - 141,300 usd; bonus/equity: discret...
Investment analysis experience
Client relationship management
Advanced excel skills
Northern Trust is a globally recognized, award-winning financial institution with over 130 years of financial experience serving sophisticated clients worldwide

Job Summary

  • Northern Trust is a globally recognized, award-winning financial institution with over 130 years of financial experience serving sophisticated clients worldwide.
  • The role involves independently managing complex client relationships, leading client projects, and providing leadership to internal teams to solve client issues.
  • Northern Trust offers a comprehensive benefits package including retirement, health and welfare benefits, paid time off, and a discretionary bonus program with potential equity components.

Matching Summary

Northern Trust is a globally recognized, award-winning financial institution with over 130 years of financial experience serving sophisticated clients worldwide.

Salary

Base: $83,100 - 141,300 USD; Bonus/Equity: discretionary bonus program may include equity; Benefits: comprehensive retirement, health, paid time off and other benefits

Skills & Requirements

Must-have

  • investment analysis experience
  • client relationship management
  • advanced Excel skills
  • problem solving and judgment
  • client servicing expertise
  • project leadership
  • data quality oversight

Nice-to-have

  • knowledge of financial software
  • cross-team collaboration
  • mentorship skills
  • organizational and time management
  • effective communication skills
  • process improvement
  • flexible work culture

Key Requirements

  • Bachelor’s degree in business, finance, technology or related field
  • 5-7+ years investment or trust-investment related experience
  • prior client-servicing or sales experience
  • interest or progress towards CFA, CIPM, CAIA or similar designation

Work Rights

Not specified

Tailored Resume

Cover Letter