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Lead financial analysis, business case development, valuation and due diligence for strategic initiatives and potential acquisitions. Partner with business leaders on strategic planning, analyze complex datasets, develop dashboards and scorecards, build models and projections, and prepare executive-ready presentations to support decision-making and drive outcomes through collaboration.

Lead IAM risk, audit, and compliance activities by managing audit readiness, control testing, remediation, and reporting. Partner with IAM engineers, risk, audit, and business stakeholders to identify control gaps, develop dashboards/metrics, support regulatory exams, and drive governance and process improvements across IGA, PAM, authentication, authorization, and directory services.

Lead CIAM risk, audit, governance, and control activities across client identity services. Manage audit readiness, risk assessments, control reviews, remediation tracking, and CIAM governance. Develop risk and audit reporting, dashboards, KPIs, and present findings to stakeholders while partnering with security, technology, compliance, and business teams to strengthen identity controls and compliance.

Coordinate administration of complex fiduciary, investment management, estate settlement, guardianship, and custody accounts. Serve as subject-matter expert, resolve client issues, support account openings/closings, collaborate with advisors and service teams, maintain documentation and systems, mentor junior staff, and identify process improvements.

Lead and cultivate deep client relationships, coordinate multi-disciplinary teams to deliver customized wealth management solutions, source and close new business, develop financial plans and presentations, and oversee investment, tax, estate, banking, credit, and philanthropic strategies to meet clients' short- and long-term goals.

Manage and advise complex high-net-worth portfolios and trusts, develop bespoke goals-based investment strategies, drive business development, provide thought leadership, ensure risk governance and adherence to investment guidelines, and lead/mentor within the market team.

Lead investor relations and fundraising for the wealth channel, building advisor relationships, supporting capital raising and product launches, creating client communications and materials, coordinating cross-functional teams, and driving advisor engagement and pipeline development for private markets offerings.

Senior business-development role focused on cultivating ultra-high-net-worth individuals, families, and institutions. Drive new client acquisition, advise on estate, wealth transfer and tax planning, coordinate Northern Trust solutions, transition account management to specialist teams, and act as a local brand ambassador through community and professional networks.

Lead intermediary sales in a defined region to grow adoption of Northern Trust Asset Management products. Build and manage relationships with RIAs, wirehouses and broker/dealers, deliver presentations, coordinate events, report activity in Salesforce, manage regional team and budgets, and drive business development and implementation opportunities.

Advise clients on investment solutions within a wealth management process, identify goals/risk tolerance, develop strategies across securities and fee-based solutions, collaborate with team to grow client relationships, and execute investment recommendations while educating clients on market strategies.