Senior Consultant - Client Operations Data Management

Northern Trust; Bengaluru; On-site; INR 2,800,000 - 4,000,000; Full time

Job summary

Northern Trust in Bengaluru invites a Senior Consultant to lead client onboarding for NTAM. You will work with Sales, Relationship Management, Legal, Product and Investment Operations to streamline onboarding and resolve data issues.

The role emphasizes data quality, governance, and collaboration with technology to enhance client experience while mitigating risk. A Bachelor's degree and 8+ years in financial services are preferred; global perspective valued.

Qualifications

• Understanding of investment management, asset classes, and fintech systems.
• Passion for analytics, data, onboarding, and investment products.
• Strong problem solving, collaboration and stakeholder alignment.

Responsibilities

• Manage client onboarding across platforms and records.
• Coordinate onboarding with clients, relationship, legal, and product teams.
• Ensure data quality and integrity in a data-driven environment.
• Represent downstream data needs to improve execution with business teams.
• Collaborate with NTAM and technology to drive scale and governance.
• Support continuous improvement of client experience and controls.

Skills

Investment knowledge

Analytics

Problem solving

Relationship building

Communication skills

Digital transformation

Adaptability

Global perspective

Education

Bachelor's Degree or equivalent experience

Job description

NTAM Invest Ops Blr, Sr Csltnt

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.

ROLE SUMMARY

Northern Trust Asset Management (NTAM) is an investment management firm with over a trillion dollars entrusted by investors around the globe to help them navigate changing market environments, so they can confidently realize their long‑term objectives. This Consultant role is responsible for ensuring a successful client onboarding experience for NTAM Clients and their relationship managers. This person will assist in resolving data related issues to meet our Service Level Agreements, in addition to data analysis and identification of strategic solutions to improve the overall lifecycle. The role will work with, Sales, Relationship, Product and Investment Operations partners to improve processes and Technology partners to implement infrastructure enhancements.

PRIMARY DUTIES AND RESPONSIBILITIES

• Manage account and client creation across investment, accounting and performance book of record platforms, enabling the investments process.
• Partnering with Clients, Relationship Management, Legal, Product and Investment Operations to manage both simple and complex onboardings in a project-management fashion.
• Own and drive quality, integrity and validation of records in a data-driven environment with excellence.
• Represent ownership and understanding of downstream data consumer needs to drive excellence in execution across all operational and business teams.
• Collaborate with teams throughout the firm to assist in data analysis and problem resolution Daily interaction, tracking, issue escalation, and resolution with internal and external partners including; Global Custodians, Fund Accountants, Trading Counterparties, other service providers and vendors to catalyze the investments process.
• Work in partnership with NTAM operational leaders, peers and technology to achieve scale and operational excellence while mitigating business and regulatory risk and losses Actively participate in the continual improvement of our client experience by collaborating with technology, investment operations, and client servicing teams Assist in the development of a robust governance and control framework Help drive initiatives to strengthen NTAM’s first line of defense, instilling a culture of continuous improvement of policy and procedure to reduce operational risk

NECESSARY KNOWLEDGE AND SKILLS

• Understanding of the investment management business, multiple asset classes, and investment/financial technology systems within an Asset Management setting
• Enthusiasm for analytics, data, client onboarding, and investment products
• Effective problem‑solving, collaboration, and consensus‑building abilities
• Strong relationship‑building and teamwork skills; a solid collaborator with experience leading initiatives across multiple groups and stakeholders
• Excellent communication skills, both written and verbal, with demonstrated ability to develop materials and effectively present to and persuade audiences across departments
• Experience driving digital and automation‑focused transformation for improved control and efficiency
• Adaptability and flexibility to thrive in a constantly changing environment with shifting business priorities
• Global perspective with sensitivity and awareness of social and cultural differences

NECESSARY EXPERIENCE AND EDUCATION

• for internal applications - 24 months as Consultant
• 8 years plus experience in operational or service roles within the financial services industry, with expertise in client onboarding and/or client servicing;
• Asset Management experience strongly preferred
• Strong performance in complex project management, lateral collegial influencing and excellence in detailed execution a must
• Track record of using industry trends, data analytics, and automation for growth and Proven success in driving change and transformation across diverse groups
• Bachelor’s Degree or equivalent experience

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 [e-mail] , or alternatively you can discuss your individual requirements with the recruiter you are working with.

About Our Bangalore Office

The Northern Trust Bangalore office, established in 2005, is home to over 5,600 employees. In this stunning office space, we offer fantastic amenities which include our Arrival Hub - Jungle, the GameZone, and the Employee Experience Zone that appeal to both clients and employees. Learn more.

Experience Level Senior Level