Consultant, Business Process Management - Wealth Management Automation Strategy & Execution

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 Consultant, Business Process Management is a strategic partner within the Wealth Management Automation Strategy & Execution team, supporting assigned automation development and process improvement work from analysis and design through development, testing, implementation, and ongoing support. The role works independently in straightforward situations and collaborates across business, operations, technology, and risk teams to deliver practical, technology-enabled solutions that improve efficiency, strengthen controls, enhance stakeholder experiences, and support scalable growth using data, automation, AI, and the Microsoft Power Platform ecosystem.

Major Responsibilities Strategic Consulting & Process Transformation Partner with business leaders and stakeholders to identify operational challenges and opportunities for process optimization, automation, and digital transformation.

Review existing systems, processes, and business problems; conduct current-state assessments, process mapping, gap analyses, and feasibility studies to develop practical, sustainable solutions.

Lead or support process improvement initiatives that enhance efficiency, scalability, risk management, controls, and service delivery.

Prepare or refine business requirements and use technical experience, judgment, and precedent to resolve straightforward issues within established guidelines.

Facilitate stakeholder engagement, prioritization, governance, and change management activities supporting strategic initiatives.

Automation Development, Testing & Support Analyze, design, develop, and support applications and workflow solutions that meet business and technical requirements and align with applicable technical frameworks, policies, and standards.

Identify, develop, and implement automation solutions using Microsoft Power Platform, including Power Apps, Power Automate, SharePoint, and Dataverse, as well as RPA, Kofax, and other approved technologies.

Coordinate testing, validate solution accuracy and completeness, support implementation activities, and provide ongoing project and technical support.

Evaluate and implement AI-enabled solutions, including Microsoft Copilot Studio, intelligent agents, conversational automation, and generative AI technologies, using established governance practices.

Prepare user guides, process documentation, training materials, and other supporting documentation as needed.

Promote adoption of digital solutions and best practices across Wealth Management.

Project & Portfolio Management Complete assigned automation development and process improvement work accurately and on time by applying established guidelines, policies, procedures, and priorities.

Develop project plans, manage timelines and work effort, coordinate resources, and monitor progress, risks, dependencies, and key deliverables.

Communicate status, business outcomes, risks, and recommendations through transparent reporting and executive-level updates.

Coordinate cross-functional activities involving Operations, Technology, Risk, Compliance, business leadership, peers, and immediate managers to support timely delivery.

Review project activities and deliverables for accuracy, completeness, consistency, and alignment with established guidelines and policies.

Reporting, Analytics & Business Intelligence Design, develop, and maintain executive dashboards, operational reporting, KPIs, and performance measurement frameworks.

Develop scalable reporting and visualization solutions using Power BI, Excel, and related technologies.

Analyze business and operational data to identify trends, risks, capacity constraints, and opportunities for improvement.

Translate complex data into meaningful insights and actionable…