Head of Wealth Management Automation Strategy & Execution

## Head of Wealth Management Automation Strategy & Execution Apply:
Chicago, IL:
Full time:
Posted 3 Days Ago:
R162083
** 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.

** Position Summary
** The Head of WM Automation Strategy & Execution leads a business-aligned team responsible for improving how Wealth Management work is performed through process redesign and leveraging automation, agents, and disciplined execution. The role serves as the Wealth Management ACE Team Lead, translating business priorities and operational pain points into scalable, well-controlled solutions that simplify workflows, reduce manual effort, enhance management information, improve consistency, and create measurable capacity and business value.  

This leader owns the team operating model, talent, portfolio processes, and delivery discipline. The role aligns Wealth Management priorities with enterprise AI, automation, technology, data, risk, and governance frameworks while ensuring that agents and automations are designed, approved, implemented, supported, measured, and retired responsibly across their full lifecycle.
** Key Responsibilities
**** Team Leadership & Operating Model
*** Lead, develop, and manage the Wealth Management Automation Strategy & Execution team, including the business-embedded ACE Team responsibilities, with clear roles, decision rights, performance expectations, and development plans.
* Develop deep understanding of Wealth Management client servicing, banking, trust, investment, and operational workflows to identify opportunities that improve productivity, partner experience, scalability, and client outcomes.
* Establish and continuously improve the team operating model, capacity plan, delivery standards, governance routines, and engagement model with Wealth Management practices, COO, Data, and Technology partners.
* Build a culture of business ownership, disciplined problem solving, experimentation, accountability, reuse, documentation, risk management, and continuous improvement.
* Recruit, coach, and retain professionals with complementary capabilities across process improvement, automation, agent development, product ownership, business analysis, change, and program execution.
* Serve as the senior escalation point for portfolio, delivery, risk, adoption, support, and resource issues.
** Productivity, Automation & Portfolio Leadership
*** Lead the Wealth Management productivity, automation, and agent strategy, identifying and prioritizing opportunities to simplify processes, improve client and partner experiences, reduce risk, and create measurable business value.
* Lead the Wealth Management ACE Team and serve as the primary liaison to enterprise, Byron, Power Platform, Copilot Studio, and related enablement teams, ensuring responsible and scalable adoption of automation, analytics, and agent-based solutions.
* Partner with business leaders to assess operational challenges, perform root-cause analysis, redesign workflows, and implement sustainable solutions that leverage automation, agents, and…