Sr. Consultant, Client Implementation Sr. Consultant, Client Implementation …

Northern Trust Company
in Hong Kong
Permanent, Full time
Last application, 09 Sep 21
Northern Trust Company
in Hong Kong
Permanent, Full time
Last application, 09 Sep 21
Sr. Consultant, Client Implementation
Who we are
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
What we do
Northern Trust's international business has grown dramatically over the last decade. Some of our largest clients are located in Asia and Australia, which represents a rapidly growing client base for the company. Since 1986, we have been serving clients in Asia-Pacific (APAC), including corporate pension funds, investment managers, insurance companies, government agencies, family offices and corporations. Our intricate understanding of the region allows us to provide unique insights and strategic perspectives to our clients. Currently, we have client offices in Beijing, Hong Kong, Melbourne, Singapore, Seoul, Tokyo and Kuala Lumpur.
What you will do
A growing global fund services business that provides a full suite of fund administration, middle office outsourcing, custody and related asset servicing offerings to complex hedge funds and sophisticated asset managers.
The Project Manager role on the Implementation Team is the connection between the sale of GFS services and the live service delivery for the client, leading the launch or conversion from kick-off and discovery through go-live. The role is focused on ensuring all set-up is complete across the traditional and hedge fund platforms and client requirements are understood. The position includes heavy client interaction at senior levels, internal collaboration, appropriate expectation setting and escalation management.
  • Welcome the client to the organization by providing GFS information and guidance while kicking off the implementation process by requesting key data pieces and setting expectations
  • Be the point person for "franchise" clients with lots of high level exposure and Sr. Mgmt oversight
  • Lead discovery sessions to understand the client's fund structure, current processes, scope of asset classes, and bespoke requirements
  • Act as a leader in the group with ability to guide more junior employees and provide as a point of escalation on the team
  • Manage the client expectations for service delivery and uncover/resolve any gaps
  • Drive the client experience with authority and domain expertise
  • Produce updates to senior management for the clients in the implementation phase
  • Setup foundation data within NT systems including funds and accounts
  • Ensure all groups have completed their implementation responsibilities prior to go-live
  • Develop a sufficient level of shared service knowledge, diving deeper into specific areas where detailed client requirements are present
  • Partner with Subject Matter Experts to troubleshoot problems and derive solutions
  • Facilitate and provide structure for regular client meetings during the implementation (e.g. produce agendas and document takeaways and key decisions)
  • Writing and managing detailed project plans; developing innovative process workflows (as needed)
  • Understand the technology platform and its functionality
  • Manage multiple projects simultaneously
  • Escalate appropriately to senior management
  • Build and maintain strong internal relationships
  • Interface with internal and external IT to ensure all setups are complete
  • Identify and communicate bespoke client requests (for reporting and other IT builds) according to established guidelines
  • Perform and review completion of related internal controls for SSAE 18 / SOC1 compliance
  • Actively participate in the process to evolve the group's processes and tools - innovation
Your Knowledge/Skills/Experience
  • Handle multiple concurrent assignments under challenging and changing conditions
  • Plan-centric mentality - Excellent organization and time management skills
  • Work well under pressure and be assertive in driving stakeholder engagement
  • Understanding of hedge funds and/or alternative asset managers and/or asset managers
  • Manage expectations with clients and internal stakeholders, including delivering tough messages
  • Strong analytical and problem solving skills - including in unfamiliar domains
  • Adaptive self-starter with a can-do attitude - must be comfortable working with ambiguous and dynamic conditions
  • Knowledge of fund administration business or fund operations
  • Willingness to escalate issues and put forward solutions
  • Inherent curiosity and drive to understand the business and improve the service model
  • Pro-active approach to accuracy and attention to detail
  • Excellent command of written and spoken English
  • Proficient use of Microsoft Project, Visio, PowerPoint, Excel and Word
  • Minimum of 5-10 years of experience in the financial industry
  • Capital markets and/or fund administration knowledge
  • Project Management experience required
  • Consulting, or fund operations experience preferred
  • Accounting or Finance degree preferred
  • Client-facing written and verbal presentations
  • Demonstrated experience with delivering projects with direct accountability
  • Cantonese speaker preferred. Mandarin speaker as benefit.
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!
We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and ethical companies. Build your career with us and apply today!
Want to learn more about our company? Visit

Additional Information

Northern Trust Company logo
More Jobs Like This
See more jobs