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Manager, Client Transition

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Operations/Securities
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74005 Requisition #
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Manager, Transition

Summary

The Wealth Management vertical resides within the Client Delivery Solutions – CITS Department and is responsible for providing Operational Support for Wealth Management & Institutional clients of Northern Trust. Wealth Management consists of a worldwide network of partners who support functions related to
• Client Onboarding
• Investment Support
• Account Opening
• Account Life Cycle events
• Wealth Management Transitions
• Distributions/Loss of Business

The Section Manager would be responsible for independently managing a portion of the Wealth Management vertical of CITS Department at Bangalore. This position would report to the Operations Manager of CITS. SM would be responsible for conducting performance management, career development and Compensation planning processes for direct reports and oversee the process for indirect reports.  Provides input for staffing and disciplinary actions and identifies training needs to staff.  Develops periodic goals, organizes the work, sets short-term priorities, monitors all activities and ensures timely and accurate completion of the work.   Provides input and support to the Senior Management on budget management process. 

Major Duties

 Responsible for managing the Wealth Management group of CITS Bangalore
 Delivery of monthly Key Performance Indicator information
 Conducts performance management and career development processes
 Provides input for staffing and disciplinary actions and provides training to staff on operational aspects when necessary
 Develops periodic goals, organizes the work, sets short-term priorities, monitors all activities and ensures timely and accurate completion of the work
 Brings in the  ‘best practice’ throughout operational areas
 To work with the team, internal departments and group projects area on any allocated projects
 Analyse the MIS and provide Quality input to the operations groups on improvement opportunity
 Sets partner objectives and monitors these and provides feedback through monthly one to one meetings
 Assist the Operations/Division Manager on preparation of Business oriented presentations to be provided to clients/prospects
 To work with internal departments to evaluate and implement changes in proposed new regulations and to ensure that all current requirements are met
 Provide oversight and escalation point for unresolved issues
 Provides guidance to staff, fostering an environment which encourages employee participation, teamwork, and communication.
 Facilitate Team meetings, responsible for the recruitment, appraisals and retention of staff
 Responsible for the development of the team
 Fulfil additional, relevant, tasks appropriate to the role and business requirements as and when required
 Provides input and support to budget management process. 

 

Knowledge/Skills 
 Interpersonal (relationship building, respectful, resolves problems, people friendly and organizational savvy)
 Communication (presentation, attentive  listening , oral communication, allows others to express themselves and written communication skills)
 Self-management (adaptability and resilience,  learning behavior, integrity and ethics and relationship builder)
 Motivation (performance standards, achieving results and persistent)
 Thinking (creative thinking decision making, input seeking ,logical thinking and solution finding)
 Organizational Knowledge (business knowledge, expert knowledge and external events impact)
 Client Service and Quality (quality, relationship building and client satisfaction)
 Administration (Anticipates needs,  execution, planning, process specialist, quality seeker and time management)
 Leadership (Addresses difficult issues, builds effective teams focused on goals, champions new initiatives, fosters development, gives timely feedback and coaching, Idea generator and sets challenging performance standards)

Experience Required 
Experience in managing processes related to Account Opening, KYC & Client Documentation, Client Transitions will be an added advantage. Previous experience in managing processes servicing Wealth Management clientele of Northern Trust will be preferred.
Candidates with at least a year on managerial experience would be preferred.
3 years as a Team leader to move as a Section Manager currently at an officer Level .
24 months as a Consultant to move as a Senior Consultant
Movement within Senior Consultant and Section Manager is applicable if they have prior 36 months of people management experience

For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.

We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.


As of September 30, 2018, Northern Trust Corporation had:

$10.8 trillion in assets under custody/administration
$8.2 trillion in assets under custody
$1.2 trillion in assets under management
$132 billion in banking assets

Visit our Careers Site and Talent Network at http://careers.NorthernTrust.com
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It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age.  All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Disclaimer
Northern Trust does not authorize external parties to conduct recruiting events or extend offers of employment on its behalf. It is also not our policy to charge or collect fees of any kind from educational institutions or from candidates for participation in a recruitment event, recruitment process, or to receive offers of employment.

Any person or organization dealing with unauthorized parties, is doing so at their own risk. Northern Trust is not responsible for any losses (monetary or otherwise) that are incurred as a consequence. Northern Trust will also not have any obligation to provide employment to anyone who has been issued a fraudulent offer letter, or to offer any other recourse whatsoever. In order to verify the authenticity of any Northern Trust recruitment event, recruitment process or offer letter you can write to us at talent_acquisition_singapore@ntrs.com.

 

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Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
  • APAC EEO Statement
    • APAC EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

  • EMEA EEO Statement
    • EMEA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • USA EEO Statement
    • USA EEO STATEMENT

      It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO poster (U.S.)EEO is Law Poster Supplement