Client Lifecycle Management Inter-Capability Process & Design Workstream Lead Business Analyst
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.
Working Model: Hybrid
We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.
The Process Discovery & Design Lead Business Analyst plays a critical role in advancing Client Lifecycle Management (CLM) transformation by connecting business strategy, client experience, process design, and technology delivery.
This role leads the discovery, analysis, and design of end-to-end onboarding, KYC, and client lifecycle processes, ensuring solutions are scalable, compliant, and aligned to measurable business outcomes.
The individual serves as a bridge between business, product, technology, operations, architecture, and transformation teams, translating strategic priorities and process insights into actionable delivery plans that improve client experience, operational efficiency, risk management, and revenue growth.
Key Responsibilities
- Align discovery and design work to enterprise strategy, priorities, OKRs, architecture principles, and technology standards.
- Support business cases, investment decisions, and value tracking across client experience, efficiency, risk, and revenue.
- Lead current- and target-state process mapping across onboarding, KYC, and lifecycle activities.
- Identify inefficiencies, control gaps, manual touchpoints, and automation opportunities.
- Translate process insights into product requirements, features, backlogs, and target-state process designs.
- Identify dependencies across CLM domains and coordinate cross-functional teams to deliver cohesive client journeys.
- Surface integration risks, conflicts, and delivery dependencies early to support timely resolution.
- Partner with architecture and engineering teams to embed design patterns and maintain alignment to target-state architecture.
- Promote consistency and reuse across onboarding and lifecycle platforms.
- Lead user research and journey mapping to identify pain points, opportunities, and experience improvements.
- Translate business, process, and regulatory needs into actionable product requirements.
- Align design, product, and engineering teams through delivery.
- Own workstream outcomes, scope, delivery, prioritization, capacity planning
- Manage risks, escalate issues, support decisions, and lead governance routines and stakeholder forums.
- Contribute to the establishment of repeatable processes to support parallel discovery and design initiatives.
- Define, track, and report performance metrics, workstream health, delivery progress, and value realization.
- Measure improvements in cycle time, automation, quality, and error reduction.
- Contribute to strengthening ways of working across design, product, engineering, operations, and partner teams.
- Drive adoption of enterprise tools for design, research, process mapping, delivery, and knowledge sharing.
- Ensure discovery and process insights inform long-term platform strategy and transformation priorities.
Experience:
- Experience in business architecture, process mapping, process design, and operating model development.
- Proven leadership of cross-functional business, product, technology, and transformation initiatives.
- Strong ability to translate strategy and process insights into actionable delivery outcomes.
- Experience managing complex workstreams in matrixed organizations.
- Financial services experience required; CLM, Client Onboarding, KYC, or Lifecycle Management experience preferred.
- Seasoned professional with deep business and functional expertise, strong stakeholder management skills
- #LI-GG1
- #LI-Hybrid
Salary Range:
$114,700 - 194,900 USDSalary 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.
Skills Required
- Experience in business architecture, process mapping, process design, and operating model development
- Proven leadership of cross-functional business, product, technology, and transformation initiatives
- Ability to translate strategy and process insights into actionable delivery outcomes
- Experience managing complex workstreams in matrixed organizations
- Financial services experience
- Client Lifecycle Management, client onboarding, KYC, or lifecycle management experience
- Deep business and functional expertise with strong stakeholder management skills
- Authorization to work in the United States without current or future employment-based visa sponsorship
Northern Trust Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Northern Trust and has not been reviewed or approved by Northern Trust.
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Retirement Support — A 401(k) with company match alongside an employer‑funded defined‑benefit pension is highlighted in employer‑verified materials and filings, setting the retirement package apart from many private employers.
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Leave & Time Off Breadth — PTO is portrayed as solid overall, and two paid volunteer days per year are clearly documented across corporate materials.
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Parental & Family Support — Company sources and postings reference paid parental and caregiver leave and recent enhancements to parental benefits, indicating meaningful family support within the package.
Northern Trust Insights
What We Do
As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence. Since our roots as a trust bank, we’ve grown to a global presence with more than 24,000 employees in more than 20 countries and across six core business units: Wealth Management Asset Management Asset Servicing Technology Corporate Functions Enterprise Operations Join a Team That’s Achieving Greater At Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you. Delivering value and adhering to our enduring principles What are enduring principles? Since our founding, they have guided our strategy and success. Thanks to the dedication of our partners, Northern Trust continues to thrive by adhering to three enduring principles: service, expertise and integrity . What does this mean? Service Northern Trust has a relentless drive to provide exceptional service to our clients, our partners and our communities. We set new standards and go above and beyond in our commitment to delivering greater results. Expertise Expertise is at the core of who we are. We focus sharply on what we do well. From expanding our capabilities, to hiring talented professionals to developing innovative solutions, our expertise is why we continue to be a trusted advisor for generations of families and institutions. Integrity Operating with uncompromising ethics is central to Northern Trust’s heritage. As a result, our clients, partners and communities know they can rely on us. For more than 130 years, our integrity has been our guide – and that will never change.
Why Work With Us
At Northern Trust, we go further because we go together. We embrace flexibility, encourage balance, and prioritize inclusion at all levels, working together to keep you connected. We are committed to our employees—all 24,000 of them. Whether this is a first step or a bold new leap in your career, we’re here to help you move forward.
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