Investment Specialist, Transformation

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

INVESTMENT SPECIALIST, TRANSFORMATION

Drive the transformation of Wealth Management’s investment platform.

The Transformation Office is responsible for driving enterprise-wide strategic transformation across Northern Trust, partnering with senior leaders to translate strategy into measurable, sustained business outcomes. The team leads complex initiatives across strategy, operating model design, technology, data and AI, and change management to reimagine how we serve clients, empower employees, and drive growth.

The Investment Specialist will play a critical role in advancing the transformation of Wealth Management’s investment platform. This role requires a strong investment background combined with the ability to translate investment strategy and business needs into new capabilities, products, processes, and operating models.

Working across Investment Practice, product, advisory, technology, operations, risk and other partners, the Investment Specialist will help identify opportunities to modernize and expand the investment platform and drive those priorities from strategy through implementation.

What You’ll Do

• Drive investment transformation initiatives from strategy and design through implementation.
• Translate investment and advisor needs into clear business requirements, capabilities, and implementation plans.
• Evaluate current and future-state investment capabilities, products, workflows, operating models, and technology.
• Support the development and implementation of new investment capabilities across public and private markets, portfolio construction, implementation, and advisor delivery.
• Partner with investment teams, advisors, product, technology, operations, risk, legal and compliance to design practical solutions and move initiatives forward.
• Assess industry trends and competitive investment platforms to identify opportunities to strengthen Wealth Management’s investment offering.
• Identify business, investment, operational and implementation considerations associated with new capabilities.
• Develop analyses and recommendations that enable senior leadership decisions on investment-platform priorities.
• Drive execution across cross-functional teams, navigating ambiguity and resolving barriers to implementation.

What You Bring

• Deep understanding of investments, portfolio construction, investment products and the wealth management investment ecosystem.
• Ability to connect investment strategy with execution, translating investment concepts into scalable capabilities and solutions.
• Strong analytical and problem-solving skills, with the ability to evaluate complex investment and business issues.
• Demonstrated ability to lead cross-functional initiatives and influence partners without direct authority.
• Strong written and verbal communication skills, including the ability to communicate complex investment topics clearly to senior stakeholders.
• Ability to operate effectively in an environment of ambiguity, change and competing priorities.

Experience & Qualifications

• Bachelor’s degree or equivalent experience.
• 10+ years of experience in investments, wealth management, investment strategy, product, investment consulting, or investment-related transformation.
• Experience with investment products, portfolio construction, investment platforms and/or investment implementation.
• Experience driving complex, cross-functional initiatives within financial services.
• CFA, CAIA, CPWA or other relevant investment credential preferred.

Salary Range:

$137,400 - 233,600 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.