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.
Role Summary:
The senior analyst will work across the Direct Indexing business as well as other cross functional internal teams to support the execution and deliver on the build out and growth objectives of the Direct Indexing business. This role is key to problem solving and addressing issues to ensure smooth roll out and client experience.
Primary Duties and Responsibilities:
Formulate, document, coordinate and implement project plans and solutions with input from multiple partners
Manage all the components of the build out of our direct indexing platform across sales, product, investment, technology and operations
Track all open items and ensure follow-through and close out of items in a timely fashion
Highlight key issues/risks and formulate a mitigation plan to address
Track status of all initiatives and create weekly, monthly and quarterly reporting for various internal stakeholders
Document workflows and processes to enable scalability and repeatability
Support Product Specialists and Sales teams in pulling together DI input for client prospecting and support
Facilitate/conduct demos for clients on the advisor tool
Serve as a back-up for client service team by supporting client onboarding and client inquiries
Conduct/gather requested information/analysis across multiple groups
Necessary Qualifications and Experience:
A minimum of 5 years proven experience working for a Wealth / Investment Manager
Knowledge of Direct Indexing and/or equity SMAs is a strong plus
Knowledge of financial intermediaries including RIAs and Wealth Management firms is a strong plus
Highly organized and detail oriented
Must maintain a strong working relationship with both internal and external clients
Excellent communication skills - both internally/externally in written/oral/auditory essential
Proficient with MS Office and the ability to learn additional internal/ external software programs
Comfortable working in a fast-paced environment
Ability to manage multiple tasks effectively
Strong time management and organizational skills
Bachelor’s degree required
PMP/PMI or other certifications a plus
Salary Range:
$114,500 - $154,600
Salary range is an estimate of base pay. Northern Trust provides a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits.
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
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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.
