Implementation Lead - Wealth Management

Northern Trust • Chicago, IL

11d

About The Position

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. The Implementation Lead will work on large scale, enterprise-wide digital initiatives with a high degree of complexity, impacting multiple practices of our Wealth Management business. On the Change Enablement and Execution team, within Business Enablement, this role will structure and execute pilots to validate the capability is ready for implementation, serve as SME to end users and other stakeholders, as well as curate customized adoption strategies. WHAT YOU WILL DO: Obtain in-depth knowledge of the digital capability and business units impacted to construct pilot frameworks, adoption strategies, and conduct stakeholder outreach. Develop detailed pilot frameworks using data to inform decisions around pilot partner/team selection, testing validation items, support model structure, feedback capture mechanism, and definition for success to move forward to the next stage, full roll-out. Synthesize feedback collected, categorize, and offer guidance on the criticality of enhancement requests received to inform a recommendation on launching with or without certain features; including any adjustments to change assets. Present final recommendations on full launch to applicable stakeholders with supporting evidence from feedback during pilot, creating visuals to supplement key findings. Create and execute adoption strategies, to encourage new behaviors, reward early adopters, and pinpoint areas of opportunity to foster further acceptance of a digital capability. Monitor partner engagement and productivity as partners adapt to new methods, systems, and workflows. Regularly report progress, roadblocks, and key decision points.

Requirements

• Proven ability to synthesize and interpret data and in a concise way to inform future strategy; excel skills expected.
• Excellent analytical, problem solving and organizational skills, with strong business intuition to solve complex problems and identify innovative solutions.
• True collaborator with strong interpersonal, influencing abilities, capable of managing more than one stakeholder.
• Ability to work independently, with strong project governance skills enabling self-defining milestones to ensure progress is met with specified timelines.
• Energetic self-starter who enjoys a fast-paced environment and responds to changes with flexibility.
• Exert a high degree of initiative and follow-through in an environment with high ambiguity.
• Bachelor's degree and 4+ years professional experience in, preferably Wealth Management, either a client facing role, project or change management.

Responsibilities

• Obtain in-depth knowledge of the digital capability and business units impacted to construct pilot frameworks, adoption strategies, and conduct stakeholder outreach.
• Develop detailed pilot frameworks using data to inform decisions around pilot partner/team selection, testing validation items, support model structure, feedback capture mechanism, and definition for success to move forward to the next stage, full roll-out.
• Synthesize feedback collected, categorize, and offer guidance on the criticality of enhancement requests received to inform a recommendation on launching with or without certain features; including any adjustments to change assets.
• Present final recommendations on full launch to applicable stakeholders with supporting evidence from feedback during pilot, creating visuals to supplement key findings.
• Create and execute adoption strategies, to encourage new behaviors, reward early adopters, and pinpoint areas of opportunity to foster further acceptance of a digital capability.
• Monitor partner engagement and productivity as partners adapt to new methods, systems, and workflows.
• Regularly report progress, roadblocks, and key decision points.

Benefits

• 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
• other voluntary and well-being benefits
• discretionary bonus program that may include an equity component

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level