Client Service and Delivery Manager, Global Fund Services

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Client Service and Delivery Manager, Global Fund Services

Summary

The Client Service and Delivery Manager (CDSM), Global Fund Services, will serve as a senior point of contact for complex client relationships across Custody, Fund Accounting, Transfer Agency, and Middle Office Outsourcing. This role will coordinate service delivery, issue resolution, reporting, and cross functional project execution to help ensure a consistent, high quality client experience.

The position is ideal for a client service leader who can navigate multiple product areas, partner effectively with internal teams, and keep clients informed, supported, and confident in delivery outcomes.

Major Duties and Responsibilities

• Serve as the senior client contact across applicable product disciplines, providing escalation support for client questions and service issues.

• Manage client service reviews and due diligence visits across Custody, Fund Accounting, Transfer Agency, and Middle Office Outsourcing.

• Monitor performance against Service Level Descriptions and ensure timely issue communication and escalation with Relationship Managers, internal partners, and clients.

• Lead project planning for key clients, ensuring internal and external stakeholders are aligned, informed, and accountable for deliverables.

• Review, approve, and ensure timely publication of monthly reporting to consultants and clients, including KPI calculations.

• Support Relationship Manager activities, including at risk reporting, issue reporting, relationship plans, client survey administration, and oversight.

• Oversee complex, cross disciplinary initiatives and partner across the business to improve efficiency, effectiveness, and productivity.

Qualifications and Experience

• College or University degree and/or general finance and portfolio management knowledge through proven work experience.

• Extensive experience in client servicing, investment management outsourcing, fund administration, management accounting, or operations.

• Technical knowledge of trust or asset management and accounting, usually gained through related work experience.

• Knowledge of fund structures, general finance, and portfolio management concepts.

• Strong negotiation, delegation, leadership, communication, and client servicing skills.

• Functional and industry knowledge with a high level of flexibility and adaptability.

• Commitment to service excellence and strong client relationship management.

Salary Range:

$103,000 - 175,200 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

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 committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.