Client On-Boarding Manager

Account Opening Manager
Summary
The successful candidate is responsible for managing Account Opening functions, providing leadership and guidance to within CTAS (Custody Transition & Account Services). CTAS is a central support group for the front office client servicing teams that onboard Institutional and Wealth Management clients.
This individual will provide leadership and strategic direction for operational activities relating to account opening, for clients of varying complexity, utilizing industry knowledge and best practice whilst influencing the design and development of underlying Northern Trust architecture supporting this.
Major Duties
• Oversees operational teams focused on account opening and pre-onboarding activities; aligns closely with stakeholders and delivery teams, develops and shares periodic goals, organizes the work, sets short-term priorities, and monitors all activities, including financials. Ensures work is completed within service level agreements, executed accurately and cost effectiveness of delivery.
• Seasoned leader with extensive business experience, and broad account opening functional expertise, with focus on proactive strategic development and leadership. Data driven decision making specific to transformational account opening, and centre of excellent projects.
• Participates in the client onboarding and lifecycle management work stream to improve client experience and to optimize the end-to-end processing.
Qualifications:
• A College or University degree or equivalent years of management experience in client servicing and operations is required.
• Must have experience in AML/KYC.
• Excellent interpersonal, oral and written communication skills and strong negotiation skills are required.
• Critical thinking, decision-making, problem-solving skills as well as technical aptitude are needed to navigate systems and research/resolve problems.
• Leadership and organizational skills are required to determine the Business Unit's goals, resources needed, and to assess and develop the skills of staff.
Work with us:
We work hard to create an inclusive environment where every individual feels respected and empowered to play a critical role in our success. But we also believe balance isn't just important - it's essential. That's why we offer a robust set of benefits that allow for both a compelling career and a fulfilling life:
Financial - Life Insurance, Disability Plans, Pension/Gratuity, Annual Pay Review
Work-Life Balance - Flexible Work Options, Incremental Annual Leave, Paid Community Volunteer Days
Professional Development - Career Paths, Educational Assistance, Recognition Program, NT University, and employee-led Business Resource Councils dedicated to an inclusive culture
Health & Well-being -Medical Insurance, Active Sports & Social Clubs (lunchtime and after-work groups), Employee Assistance Program
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