Wealth Management Automation Strategy Lead

ntrs

Chicago (IL)

On-site

USD 180,000 - 260,000

Full time

3 days ago
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Job summary

Northern Trust in Chicago seeks a Head of Wealth Management Automation Strategy & Execution to lead the ACE Team and translate business priorities into scalable automation solutions. You will shape the team operating model, set governance routines, and align priorities with enterprise platforms, data, and risk management.

This senior role focuses on delivering measurable capacity, improved client outcomes, and reduced manual effort.

Qualifications

  • Experience leading automation and process-improvement initiatives in wealth management or financial services.
  • Proven ability to translate business priorities into scalable automation solutions.
  • Strong governance, risk management, and delivery discipline in large programs.

Responsibilities

  • Lead the Wealth Management Automation Strategy & Execution team with clear roles and performance expectations.
  • Identify opportunities to simplify processes and improve client/partner experiences through automation.
  • Own portfolio management, backlog, roadmaps, and investment decisions for automation initiatives.
  • Drive standardization, reuse, and measurable business value across the program.
  • Partner with enterprise platforms and enablement teams to ensure scalable adoption of automation and analytics.

Skills

Team leadership
Process improvement
Automation strategy
Stakeholder management
Change management
Portfolio management
Power Platform
Copilot Studio
Automation tools

Tools

Power Platform
Copilot Studio

Job description

Northern Trust in Chicago seeks a Head of Wealth Management Automation Strategy & Execution to lead the ACE Team and translate business priorities into scalable automation solutions. You will shape the team operating model, set governance routines, and align priorities with enterprise platforms, data, and risk management.

This senior role focuses on delivering measurable capacity, improved client outcomes, and reduced manual effort.

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