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.
Position Summary
The Head of Client & Partner Support leads a large functional organization dedicated to delivering high-touch, personalized service to Wealth Management clients and partners. This role oversees centralized teams providing virtual support, consultation, and operational excellence, ensuring seamless integration across internal support hubs. The leader drives strategic initiatives to enhance client and partner satisfaction, leverages technology for productivity, and maintains the highest standards of compliance, risk management, and service quality.
Key Responsibilities
Leadership & Strategy
- Design, implement, and continuously improve the operating model for Client & Partner Support, aligning with business and enterprise priorities.
- Lead multiple functional groups, including Contact Center, Partner Support, and Digital Consulting, fostering a culture of teamwork, accountability, and communication.
- Develop and execute strategic plans that unify and optimize support functions, driving synergies and best-in-class service delivery.
- Translate organizational strategy into actionable plans, ensuring alignment with long-term business objectives.
- Use feedback mechanisms (e.g., engagement surveys) to inform programming that supports satisfaction and retention.
Service Excellence
- Oversee managers leading daily operations across for client servicing in our WM Contact Center, Partner Support and Digital Consulting teams
- Ensure timely, accurate, and empathetic resolution of complex client and partner inquiries, focusing on relationship-driven interactions over transactional volume.
- Define and uphold service standards, workflows, and escalation protocols tailored to high-net-worth clients and internal partners.
- Promote adoption of self-service and enterprise tools, advocating for enhancements that improve the client and partner experience.
Operational Efficiency & Technology
- Implement standardized procedures to improve service delivery, reduce administrative burden, and embed risk controls and productivity metrics.
- Identify and drive process improvements and technology solutions that enhance operational efficiency and client satisfaction.
- Collaborate with internal teams (Contact Center, Middle Office, Back Office, Product Owners, Technology, Risk, Control, Compliance) for seamless coordination and issue resolution.
Compliance & Risk Management
- Ensure all support activities adhere to regulatory requirements, internal policies, and risk management standards.
- Maintain robust controls and documentation.
- Serve as a senior escalation point for issues involving regulatory or reputational risk.
Talent Development
- Recruit, train, and mentor a diverse team of professionals skilled in relationship management, problem-solving, and technology adoption.
- Foster a culture of inclusion, continuous improvement, and career development.
- Ensure accountability for performance management and staff development programs.
KPIs & Success Metrics
- Achieve and maintain top client and partner satisfaction scores.
- Reduce average resolution time for complex inquiries.
- Zero compliance breaches or audit findings related to support activities.
- Complete integration and consolidation of identified internal functions within defined timelines.
- Maintain high employee engagement scores through leadership and development initiatives.
- Deliver measurable cost savings or productivity improvements through process optimization.
Required Skills & Competencies
- Proven ability to build and lead high-performing, client-centric teams in a large-scale environment.
- Deep understanding of wealth management client and partner needs.
- Strong grasp of regulatory requirements and risk management in Wealth Management.
- Exceptional interpersonal, communication, and stakeholder management skills.
- Analytical and decision-making skills for resolving complex issues and driving strategic initiatives.
- Ability to influence and collaborate effectively across multiple business units.
- Technology acumen, including proficiency with CRM platforms, Microsoft Office Suite, Contact Center platforms, and enterprise collaboration tools.
Required Qualifications & Experience
- Bachelor’s degree required; advanced degree preferred.
- 10+ years in Wealth Management or Financial Services, with at least 10 years in leading large support functions.
- Demonstrated success in client service strategy and execution for high-net-worth individuals.
- Experience managing cross-functional teams, driving operational excellence, and leading integration efforts.
Salary Range:
$171,700 - 300,500 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
- Bachelor's degree
- 10+ years of experience in Wealth Management or Financial Services
- At least 10 years leading large support functions
- Proven ability to build and lead high-performing, client-centric teams in a large-scale environment
- Deep understanding of Wealth Management client and partner needs
- Strong understanding of regulatory requirements and risk management in Wealth Management
- Exceptional interpersonal, communication, and stakeholder management skills
- Analytical and decision-making skills for resolving complex issues and driving strategic initiatives
- Ability to influence and collaborate across multiple business units
- Technology acumen, including CRM platforms, Microsoft Office Suite, Contact Center platforms, and enterprise collaboration tools
- Demonstrated success in client service strategy and execution for high-net-worth individuals
- Experience managing cross-functional teams, driving operational excellence, and leading integration efforts
- Advanced degree
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.
-
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.
-
Leave & Time Off Breadth — PTO is portrayed as solid overall, and two paid volunteer days per year are clearly documented across corporate materials.
-
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.
Gallery
