Product Consultant, Digital Solutions Consultant

Description

The company is a global firm offering wealth management, asset servicing, asset management and banking services, and it is listed on Nasdaq under NTRS.

Founded in 1889, the company has more than 135 years of financial experience and over 24,000 employees, called partners, who serve institutions, corporations, families and individuals worldwide.

This is a product implementation consultant role for institutional trust and custody clients, prospects, investment managers and internal teams. You will analyze client business requirements, identify what is needed to implement custody, asset servicing and trust products, and guide each client through a smooth onboarding. You will work with Relationship Managers, Sales, Client Service and operations teams to deliver implementation from start to finish, keep stakeholders aligned on service requirements, and support clients after go-live. Success depends on project management, relationship building, problem-solving and product knowledge.

Responsibilities

• Assess institutional trust and custody clients and prospects to understand their business needs and the implementation required for custody, asset servicing and trust products.
• Act as the main link between clients and internal operations teams, coordinating onboarding, implementation and service setup from start to finish.
• Build, share and track implementation plans so products, services and enhancements are delivered accurately and meet client expectations.
• Work with clients, investment managers and internal stakeholders to design and launch product and service solutions, including process and operational improvements.
• Work with Relationship Managers, Sales and Client Service to understand client goals and deliver implementations that meet them.
• Spot, analyze and resolve implementation issues while balancing client needs against business requirements. Anticipate problems early and act to reduce risk.
• Advise Relationship Managers and business partners on implementation processes, product capabilities and client service options.
• Meet clients to learn their business goals, operational needs and service expectations. Record interactions and prepare status updates and reports for management.
• Run training sessions for clients and internal staff, in person and remotely, to support product adoption and ongoing servicing.
• Make sure onboarding and implementation records meet audit, compliance and risk requirements. Keep procedures and documents current to support ongoing account servicing.
• Keep up with current and emerging trust, custody and asset servicing products, technology changes and industry trends.

Requirements

• Strong knowledge of institutional trust, custody and asset servicing products and services.
• Understanding of trust and custody operations, processing workflows and system capabilities.
• Proven ability to manage complex client implementations and carry projects through to completion.
• Strong analytical, organizational, problem-solving, negotiation and project management skills.
• Excellent verbal and written communication, with the ability to engage clients, investment managers, Relationship Managers and internal stakeholders.
• Proficiency with Microsoft Office and the technology tools used for implementation, reporting and client service.
• Ability to work independently and collaborate well within a team.
• Typically 6 to 10 years of experience in institutional trust, custody, asset servicing, product implementation or client servicing.
• Preferred: experience supporting master trust, custody and asset servicing products.
• Proven record of managing client onboarding, product implementations and complex service requirements.
• Demonstrated ability to build strong client relationships and deliver solutions that support client goals and business growth.

Conditions

Pay range: $88,900 - 151,100 USD. This is a good faith estimate of base pay.

You must be authorized to work in the U.S. without employment-based visa sponsorship now or in the future. The company will not sponsor U.S. work visas for this role, including H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa.

The company works in a flexible, collaborative culture with strong financial stability and an inclusive workplace.

Benefits

• Retirement benefits, including a 401k and a pension.
• Health and welfare benefits: medical, dental, vision, spending accounts and disability cover.
• Paid time off, parental and caregiver leave, and life and accident insurance.
• Other voluntary and well-being benefits.
• A discretionary bonus program that may include an equity component.
• Internal mobility, accessible senior leaders, and opportunities to volunteer time and talent for community causes, which are part of the company's culture.