Head of Wealth Management Client & Partner Experience

Northern Trust; Chicago (IL); On-site; USD 172,000 - 301,000; Full time

Benefits offered by this job

401k and pension

Health benefits

Paid time off

Discretionary bonus

Job summary

Northern Trust, a global leader in wealth management and banking services, seeks a Head of Client & Partner Support in Chicago. This role leads centralized teams delivering high-touch service to Wealth Management clients and partners, driving strategic initiatives, technology adoption, and compliance excellence.

Responsibilities include shaping the operating model, coordinating across Contact Center, Partner Support and Digital Consulting, and ensuring top-tier client satisfaction.

Qualifications

• Bachelor's degree required; advanced degree preferred.
• 10+ years in Wealth Management or Financial Services, with at least 10 years in leading large support functions.
• Demonstrated success in client service strategy and execution for high-net-worth individuals.
• Experience managing cross-functional teams, driving operational excellence, and leading integration efforts.
• Strong grasp of regulatory requirements and risk management in Wealth Management.

Responsibilities

• Design, implement, and continuously improve the operating model for Client & Partner Support, aligning with business and enterprise priorities.
• Lead multiple functional groups, including Contact Center, Partner Support, and Digital Consulting, fostering teamwork and accountability.
• Develop and execute strategic plans that unify and optimize support functions, driving synergies and best-in-class service delivery.
• Translate organizational strategy into actionable plans, ensuring alignment with long-term business objectives.
• Oversee client servicing operations and ensure timely, accurate, and empathetic resolution of inquiries.

Skills

Leadership

Wealth management knowledge

Regulatory & risk management

Stakeholder management

Analytical decision making

Cross-functional collaboration

CRM platforms

Enterprise collaboration tools

Microsoft Office

Education

Bachelor's degree

Advanced degree preferred

Tools

CRM platforms

Microsoft Office

Enterprise collaboration tools

Job description

Northern Trust, a global leader in wealth management and banking services, seeks a Head of Client & Partner Support in Chicago. This role leads centralized teams delivering high-touch service to Wealth Management clients and partners, driving strategic initiatives, technology adoption, and compliance excellence.

Responsibilities include shaping the operating model, coordinating across Contact Center, Partner Support and Digital Consulting, and ensuring top-tier client satisfaction.