Wealth Onboarding Lead - Senior Client Solutions

Northern Trust Corp; Chicago (IL); On-site; USD 103,000 - 175,000; Full time

Benefits offered by this job

401k & pension

Discretionary bonus program

Job summary

Northern Trust is seeking a Senior Client Solutions Consultant in Chicago to lead complex client onboarding and transition events across Trust, Banking, Brokerage and other teams. You will coordinate intake, documentation, funding, and account opening to deliver a seamless experience.

You will engage with clients and relationship teams, track milestones, escalate issues, and provide clear status updates while maintaining risk controls and compliance appropriate to wealth management operations.

Qualifications

• Experience in wealth management or related financial services operations.
• Ability to lead multiple complex onboarding events with accuracy and urgency.
• Strong communication and client servicing skills with clear status updates.

Responsibilities

• Serve as primary coordination owner for complex onboarding events from intake to completion.
• Engage with clients and relationship teams to gather requirements and documentation.
• Coordinate onboarding paths across Trust, Banking, Brokerage, Funding, AML/KYC, and other teams.
• Monitor milestones, escalate issues, and maintain transparent status reporting for stakeholders.
• Confirm completion of account opening, funding, and service handoffs before closing events.

Skills

Wealth management

Onboarding coordination

Client servicing

Cross-functional collaboration

MS Office

Tools

Workflow tools

Case management systems

Microsoft Office

Job description

Northern Trust is seeking a Senior Client Solutions Consultant in Chicago to lead complex client onboarding and transition events across Trust, Banking, Brokerage and other teams. You will coordinate intake, documentation, funding, and account opening to deliver a seamless experience.

You will engage with clients and relationship teams, track milestones, escalate issues, and provide clear status updates while maintaining risk controls and compliance appropriate to wealth management operations.