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About the Role

The Global Family & Private Investment Offices (GFO) team is a specialist sales and client servicing group within Wealth Management, dedicated to supporting ultra-high-net-worth individuals and families, as well as their charities and foundations. This senior, client-facing role leads the implementation of complex new client relationships, asset transitions, and business projects, acting as the principal implementation contact to ensure a seamless onboarding experience.

Responsibilities

Lead complex client onboarding and implementation engagements from initiation through to completion, establishing scope, deliverables, responsibilities, dependencies, milestones, governance and target dates.
Serve as the principal implementation contact for clients, taking ownership of expectations, key decisions, risks, issues and escalations throughout the engagement.
Build trusted client relationships through clear, proactive communication and consistent delivery.
Lead the end-to-end coordination of AML/KYC and account-opening requirements, working with clients and internal control functions to resolve complex matters and secure necessary approvals.
Assess complex client and ownership structures to understand risk considerations and applicable jurisdictional KYC requirements.
Partner with Legal, Product and Relationship Management to coordinate implementation requirements associated with contract execution and support timely completion.
Work with Product and specialist teams to validate service requirements, establish clear responsibilities and ensure proposed solutions and client expectations are appropriately aligned.
Lead internal project and stakeholder meetings, facilitate decisions, establish clear actions and ownership, and proactively manage delivery against agreed timelines.
Coordinate across Relationship Management, Product, Technology, Operations, Compliance, Legal and other specialist teams to identify and address dependencies, risks and implementation issues.
Complete and oversee relevant account-opening documentation following appropriate approvals and maintain accurate project, client and regulatory records.
Partner with New Business Consultants and transition teams throughout the implementation process, ensuring they remain informed of key developments, dependencies and requirements.
Support periodic client reviews, including the review and refresh of client documentation, coordination with clients and control partners, and completion of required KYC updates.
Provide leadership and guidance to Client Project & Implementation Consultants, sharing technical expertise and supporting their professional development.
Lead or contribute to priority projects and other strategic initiatives across GFO International as required.

Requirements

Significant experience in client onboarding, implementation, client servicing, project delivery or asset servicing within financial services.
Demonstrated experience leading complex client implementations or transitions from initiation through to successful delivery.
Strong project management and organisational capability, with experience managing multiple workstreams, stakeholders, dependencies and deadlines concurrently.
Experience managing client onboarding, AML/KYC and account-opening requirements, including working closely with Compliance, Risk and other control functions.
Strong understanding of complex client or ownership structures and the practical application of KYC and client due diligence requirements.
Experience working across multidisciplinary teams including Relationship Management, Product, Technology, Operations, Legal, Compliance and Change.
Good understanding of financial services products, operational servicing models and technology solutions.
Excellent written and verbal communication skills, with the confidence and credibility to engage effectively with sophisticated clients, prospects and senior internal stakeholders.
Demonstrated ability to identify and manage implementation risks, resolve issues, facilitate decisions and escalate effectively when required.
Strong attention to detail, particularly in relation to client documentation, regulatory requirements and project governance.
Ability to work independently, exercise sound judgement and maintain momentum in complex or evolving client situations.
Willingness to travel occasionally, including internationally, where required.
Applicants must have the right to work in the United Kingdom at the time of application and for the duration of employment.
Northern Trust is unable to provide visa sponsorship for this role.

Skills

Client leadership
Delivery focus
Judgement and problem solving
Stakeholder influence
Collaboration
Developing others

Location

United Kingdom

Work Type

Full-time

Experience Level

Senior

About the Company

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.
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.
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.

Equal Opportunity

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities.