About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Key Responsibilities:
Strategic LeadershipDevelop and implement the strategic vision and business plan for the OCIO business.Lead the OCIO team in achieving business objectives, growth targets, and service excellence.Collaborate with the Global Chief Investment Officer and other senior leaders to align OCIO strategies with the overall organizational goals.Client Retention & GrowthOversee client relationships to ensure high levels of satisfaction and retention.Work closely with clients to understand their needs, provide solutions, and deliver on service commitments.Partner closely with sales and marketing leaders to develop and implement business development strategies for the priority OCIO investor segmentsEnsure effective communication and reporting to clients regarding their portfolios and performance.Increase awareness of our OCIO business – engage regularly through media, social media, industry events/conferences, etc.Operational OversightManage the operational aspects of the OCIO business including compliance, risk management, and technology integration.Ensure the efficient and effective operation of all OCIO processes and workflows.Develop and maintain policies and procedures to ensure regulatory compliance and best practices.Team LeadershipBuild, mentor, and lead a high-performing OCIO team.Foster a culture of collaboration, innovation, and excellence within the team.Provide ongoing professional development opportunities and support for team members.Investment PerformanceWork with Client Investment Officers in defining investment guidelines with clients to design investment management agreements.In close partnership with the CIO of Asset Allocation & OCIO, this role will build leading asset allocation solutions to drive innovation and investment performance for client portfolios.Leveraging CIO of Asset Allocation & OCIO, attend investment oversight sessions to make sure Client Investment Officers meet expectations of investment management agreements.Collaboration Across Northern TrustIn addition to the close partnership with the CIO of Asset Allocation & OCIO, this role will work closely with the various asset class CIO’s to drive innovation that is needed for OCIO clients and ensure seamless integration of investment strategies and client solutions.Coordinate with various sales, operations, marketing, compliance and other critical functions to grow and retain the OCIO business.Connect and collaborate with the various divisions outside of Asset Management to find opportunities to increase the value of our OCIO offering by leveraging the full breadth of innovation and leading services Northern Trust offers.Qualifications:
Bachelor's degree in finance, business, economics, or a related field; advanced degree (MBA, CFA, etc.) preferred.Extensive experience (15+ years) in the investment management industry, with a focus on OCIO services or similar roles.Proven track record of strategic leadership and business development in a financial services environment.Critical thinker with superior problem solving abilities who is able to navigate large organizations and organize resources to effectively prioritize issues and respond to clients and senior management.Proven experience of attracting, developing and inspiring high performing talent.Strong understanding of investment management principles, financial markets, and regulatory requirements.Excellent client relationship management skills with a demonstrated ability to build and maintain high-level client relationships.Exceptional communication, leadership, and interpersonal skills.Strong analytical and problem-solving abilities.Ability to work collaboratively and effectively in a fast-paced, dynamic environment.Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.