Fund Accounting Training Consultant

001 The Northern Trust Company; Tempe (AZ); On-site; USD 68,000 - 112,000; Full time

Benefits offered by this job

401k and pension

Health, dental, vision

Paid time off

Parental and caregiver leave

Life and accident insurance

Well-being benefits

Bonus program with equity potential

Job summary

Northern Trust is seeking a Training Consultant to design, deliver, and manage Fund Accounting training across the global unit. You will work with performance consultants and SMEs to translate business outcomes into learning objectives and develop curricula aligned with the organization’s standards.

The role emphasizes strong communication, instructional design, and practical use of tools like Power BI and Captivate to support continuous improvement and staff development across geographic

Qualifications

• Three to five years of experience in a Fund Accounting operations function.
• Strong understanding of fund structures and concepts.
• Experience with ADDIE instructional design methodology.
• Experience with Captivate, Articulate or Easy Generator or similar.
• Proficiency in Power BI, Copilot, and Microsoft 365 tools would be advantageous.
• Excellent oral and written communication skills.

Responsibilities

• Design and deliver functional training solutions for the Fund Accounting unit.
• Analyze training needs and contribute to continuous improvement of curricula.
• Develop project plans and coordinate with subject matter experts.
• Deliver training programs and maintain program tools and schedules.
• Evaluate program effectiveness and provide actionable recommendations.
• Mentor junior staff and serve as a subject matter expert in program design.
• Collaborate with Global Training Teams to align interventions.

Skills

Fund Accounting

Communication skills

Training consulting

ADDIE

Captivate

Articulate

Power BI

Copilot

Microsoft 365

InvestOne

Enterprise

Tools

InvestOne

Enterprise

Power BI

Copilot

Microsoft 365

Job description

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.

As a member of the COO L&D Training Team, the Fund Accounting Training Consultant will work collaboratively with team members to deliver training solutions to the assigned business unit.

Under general direction the Training Consultant will assist with defining learning solutions that support the functional requirements.

The Training Consultant role involves designing, delivering functional training solutions, analyses solutions for continuous improvement and undertakes appropriate operational and administrative aspects of the training curriculum.

Principal Responsibilities

• Works with management, performance consultants and/or subject matter experts to understand desired business outcomes and translate them into learning and organization development objectives.
• Works with stakeholders to determine appropriate learning methodologies and organization development solutions.
• Develops project plans including the identification of subject matter experts where appropriate.
• Develops facilitates and delivers learning and organization development programs.
• Maintains an inventory of training and organization development programs/tools and schedules their use according to management priorities.
• Evaluates training and organization development programs for effectiveness and makes recommendations for improvements.
• Delivers a work product that requires minimal revision.
• Serves as a key subject matter expert in program design and may mentor more junior staff.
• Handles all types of analysis.
• Represents the department in various meetings.

Area Specific Duties

• Coordinate/deliver the i2i programme mandatory curriculum within assigned geographic location.
• Liaise with both managers and participants to outline programme requirements.
• Continuous evaluation of the programme working with Fund Accounting Operations and all Stakeholders.
• Design, develop and maintain a training curriculum for the Fund Accounting function within the Global curriculums which can be implemented and delivered regardless of geographic location.
• Coordinate/deliver the new hire curriculum within your geographic location.
• Design and deliver training for existing systems and new system rollouts.
• Ensures that COO L&D learning and development interventions are aligned with the Business Unit and/or enterprise-wide needs.
• Consult with areas in the business unit to provide ongoing support.
• Work collaboratively with other Global Training Teams.

Skills / Experience

For this position, we are looking for an individual that fits one of two profiles below. An experienced operations professional willing to develop their consulting, writing and presenting skills. Please note that a heavier weighting will be applied to a candidate with strong Fund Accounting functional knowledge.

• Three to five years of experience in a Fund Accounting operations function
• A strong understanding of fund structures and concepts
• A working knowledge of the GIO InvestOne/Enterprise accounting platform is preferred but not essential for this role
• Excellent oral and written communication skills. Ability to work with all levels of staff. Self-starter and team player. Attention to detail.

An experienced training professional willing to quickly learn all aspects of the FA business unit.

• Three to five years of training consulting experience.
• Excellent oral and written communication skills.
• Experience using ADDIE instructional design methodology.
• Experience with Captivate, Articulate or Easy Generator or similar is preferred.
• Strong instructional design and/or organizational development skills.
• Has either a broad knowledge of a wide range of tools and delivery techniques or is an expert within a specific content area or delivery methodology.
• Able to facilitate discussions and reach decisions
• Experience in training/curriculum development, along with proficiency in Power BI, Copilot, and Microsoft 365 tools, would be advantageous.

Salary Range

Salary Range: $67,500 - 111,500

Salary range is a good faith estimate of base pay.

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

Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

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.

Terms and Conditions

• Candidate Privacy Notice
• California Applicant Privacy Notice
• Pay Transparency
• Nondiscrimination Provision (U.S)
• Transparency in Coverage Disclosure – North America
• Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.
• If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

EEO Statements

• APAC/INDIA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.
• Canada EEO STATEMENT Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.
• EMEA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.
• USA EEO STATEMENT It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status.
• EEO Know Your Rights (U.S.)