Product Consultant-Digital Solutions

About the Role

Key Responsibilities

• Serve as the primary contact for all client-facing digital experiences, ensuring optimal solutions and operational efficiency.
• Provide training and support on online tools and applications, including customized access, views, and settings.
• Develop and deliver tailored digital solutions; communicate enhancements and new offerings to clients.
• Lead onboarding of new clients to Northern Trust's digital platforms, including identifying custom reporting needs and coordinating with clients and development teams.
• Present current and upcoming capabilities in client meetings.
• Act as the client advocate to Product teams, contributing to the development and enhancement of digital delivery channels.
• Support clients during product rollouts and enhancements to ensure seamless transitions.

Requirements

• Minimum of 3 years of professional experience working with clients and/or their advisors preferred.
• Familiarity with the financial services landscape, particularly custodial banking and asset servicing.
• Strong verbal, written, and presentation skills.
• Solid understanding of accounting principles (custody, debits, credits) is desirable.
• Excellent time and project management abilities.
• Proficiency in Microsoft Office 365, especially Excel, Power BI, and Copilot.
• Collaborative mindset with the ability to work across teams including Technology, Product, and Client Service.
• Proactive approach to learning and expanding skill sets.
• Willingness to travel, including potential international travel (primarily Canada), to support client engagements.

Nice to Have

• Experience with creating and automating custom reporting solutions.
• Experience working in a hybrid work environment.

Qualifications

• No specific formal educational qualifications specified in the description.

Benefits & Perks

• 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.
• Discretionary bonus program that may include an equity component.