Full-Time

Product Consultant

Technology Services & Solutions

Confirmed live in the last 24 hours

Northern Trust

Northern Trust

Compensation Overview

$88.9k - $151.1kAnnually

+ Bonus

Senior, Expert

Chicago, IL, USA

Hybrid work model.

Category
Financial Consulting
Consulting

You match the following Northern Trust's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Knowledge of institutional trust/custody products and services, usually acquired through related work experience, is required to manage client requirements and expectations of trust products and services.
  • Knowledge of trust processing and systems capabilities, usually acquired through experience or formal training, is required to coordinate product implementation and enhancement.
  • Ability to utilize PC applications to provide alternative solutions.
  • Organizational, analytical, negotiation and project management skills are required to direct implementation activities, prioritize tasks, and to lead and work on a team.
  • 6-10 years’ experience in master trust/custody products and client servicing.
Responsibilities
  • Consults with institutional trust and custody clients and prospects to analyze and determine product implementation needs as they relate to the institutional trust and custody products.
  • Works with clients and/or partners to devise solutions using technology. This may include custom production or system development.
  • Works with relationship manager and client to gain understanding of client needs and implements accordingly.
  • Serves as the implementation liaison between the client and the production areas to communicate all account and service set up activities.
  • Communicates and monitors implementation action plan to ensure that the product and product enhancements meet client expectations.
  • Develops solutions to implementation problems that are satisfactory to both client and partners.
  • Anticipates problems based on analysis of implementation issues.
  • Advises relationship managers and partners in other areas regarding implementation issues.
  • Visits clients to develop understanding of the business, objectives and goals to negotiate and implement client service requirements.
  • Documents client call and prepares status reports for management.
  • Coordinates and participates in training presentations with clients, in the bank and at client site.
  • Ensures that all necessary client documentation is completed according to audit guidelines.
  • Provides procedures and documentation for account servicing.
  • Keeps abreast of new and existing bank products and services in order to meet the needs and experience of new and existing clients.

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