Wealth Management Client & Partner Experience Leader

ntrs; Chicago (IL); On-site; USD 140,000 - 210,000; Full time

Job summary

Northern Trust is seeking a Head of Client & Partner Support to lead high-touch, client-focused service for Wealth Management clients and partners. The role oversees centralized teams delivering virtual support, consultation, and operational excellence across support hubs.

As a senior leader, you will drive service strategy, leverage technology to boost productivity, and uphold rigorous risk management and compliance standards while delivering superior client experiences.

Qualifications

• Bachelor's degree required; advanced degree preferred.
• 10+ years of experience in wealth management or client support leadership.
• Experience leading large cross-functional teams.
• Strong regulatory and risk management knowledge within wealth management.

Responsibilities

• Design, implement, and optimize the operating model for Client & Partner Support.
• Lead multiple functional groups including Contact Center, Partner Support, and Digital Consulting.
• Drive strategic plans to unify and optimize support functions.
• Translate organizational strategy into actionable plans with measurable outcomes.
• Ensure compliance, risk management, and high standards of service quality.

Skills

Team leadership

Wealth management knowledge

Regulatory risk mgmt

Stakeholder mgmt

Analytical skills

Cross-functional influence

Tech literacy

Education

Bachelor's degree

Advanced degree preferred

Tools

CRM platforms

Microsoft Office Suite

Contact Center platforms

Enterprise collaboration tools

Job description

Northern Trust is seeking a Head of Client & Partner Support to lead high-touch, client-focused service for Wealth Management clients and partners. The role oversees centralized teams delivering virtual support, consultation, and operational excellence across support hubs.

As a senior leader, you will drive service strategy, leverage technology to boost productivity, and uphold rigorous risk management and compliance standards while delivering superior client experiences.