Strategic Deal & Onboarding Manager

Northern Trust

Greater London

On-site

GBP 70,000 - 110,000

Full time

14 days+

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Job summary

Northern Trust in the United Kingdom seeks a Deal Manager to coordinate complex opportunities across Pension, Insurance, Corporate, Banking and Asset Management sectors. You will guide proposals, transitions and onboarding to ensure a seamless client experience.

Working with Sales, Relationship Management, Product and Operations, you will lead cross-functional delivery, prepare governance materials, and manage timelines, risks and dependencies to drive successful client onboarding.

Qualifications

  • Strong project management and coordination skills with the ability to manage complex, multi-workstream initiatives.
  • Ability to build and maintain effective relationships across a diverse stakeholder group.
  • Strong written and verbal communication skills, including presentation and facilitation capabilities.
  • Commercial awareness and understanding of business development processes.
  • Ability to assess and manage project risks, issues, and dependencies.
  • Strong organisational skills with the ability to prioritise competing deadlines.
  • Analytical and problem-solving capabilities with a focus on delivering practical solutions.
  • Proficiency in Microsoft Office applications, including PowerPoint, Excel, and Word.
  • Experience working within governance and control frameworks.
  • Ability to coordinate teams and stakeholders across multiple locations and time zones.
  • Strong attention to detail and commitment to delivering high-quality outcomes.
  • Ability to work independently and collaboratively within cross-functional teams.
  • Demonstrates accountability, integrity, and a client-focused approach.
  • Knowledge of financial services products, operations, and client servicing models.
  • Experience in project management, programme management, client onboarding, implementation, sales support, or transition management within financial services.
  • Experience supporting institutional client opportunities across asset servicing, custody, asset management, pensions, insurance, banking, or related sectors.
  • Experience managing large, complex, cross-functional projects involving multiple stakeholder groups.
  • Experience supporting RFP, proposal, due diligence, or sales processes.
  • Knowledge of investment operations, client servicing, and financial products.
  • Experience working with geographically dispersed teams and global stakeholders.
  • Understanding of governance, operational risk, compliance, and regulatory requirements within financial services.
  • Demonstrated ability to manage multiple priorities within a fast-paced environment.
  • Experience coordinating client transitions, implementations, or large-scale business change initiatives.
  • Relevant project management certification or equivalent professional experience is beneficial.

Responsibilities

  • Coordinate cross-functional workstreams across Sales, Operations, Relationship Management and Product.
  • Manage complex new business opportunities from proposal stage through implementation and client onboarding.
  • Serve as the primary point of contact for internal and external stakeholders throughout the deal lifecycle.
  • Develop client-specific value propositions and solution proposals.
  • Coordinate meetings and governance with stakeholders and maintain project documentation.

Skills

Project management
Coordination
Stakeholder management
Communication
Commercial awareness
Risk management
Time management
Analytical thinking
Problem solving
Governance
Cross-functional
Attention to detail
Independence
Teamwork
Financial services knowledge

Tools

PowerPoint
Excel
Word

Job description

Northern Trust in the United Kingdom seeks a Deal Manager to coordinate complex opportunities across Pension, Insurance, Corporate, Banking and Asset Management sectors. You will guide proposals, transitions and onboarding to ensure a seamless client experience.

Working with Sales, Relationship Management, Product and Operations, you will lead cross-functional delivery, prepare governance materials, and manage timelines, risks and dependencies to drive successful client onboarding.

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