Business Process & Strategic Initiatives Specialist, Transfer Agency

Northern Trust

. Lead strategic initiatives that improve operational effectiveness, scalability, and business performance .

Posted 11/4/2026full-timeUnited StatesMid-LevelSenior💰 $103,000 - $175,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in process improvement, business analysis, and project management, with a strong focus on operational effectiveness and organizational change. Proficient in leveraging analytics and emerging technologies to enhance productivity and service delivery.

Highest-signal resume keywords

Process ImprovementBusiness AnalysisProject ManagementLean Six SigmaPower BI

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Process RedesignGovernance FrameworksPerformance MetricsChange ManagementStakeholder Engagement

Soft Skills

Analytical SkillsProblem-SolvingFacilitation SkillsCommunication SkillsRelationship Building

Tools & Technologies

Power AutomateSharePointVisioAnalytics ToolsAutomation Tools

Industry Keywords

Financial ServicesAsset ServicingTransfer AgencyCorporate Business SupportGovernance

About the role

Key responsibilities & impact

Lead strategic initiatives that improve operational effectiveness, scalability, and business performance
Support technology implementations and business transformation programs, including readiness, adoption stabilization, and benefit realization activities
Design and implement future-state operating models, including process redesign, role alignment, governance, and workforce readiness
Partner with stakeholders to identify and prioritize process improvement opportunities
Facilitate workshops, working sessions, and stakeholder discussions to drive alignment and decision-making
Develop and maintain process documentation, workflows, operational procedures, and governance frameworks
Identify opportunities to leverage automation, analytics, and emerging technologies to improve productivity and service delivery
Create performance metrics, dashboards, and reporting to measure outcomes and support management decision-making
Develop and deliver training, communication, and change management materials supporting stakeholder adoption and sustained organizational change
Monitor initiative results, measure realized benefits, and recommend continuous improvement opportunities

Requirements

What you’ll need

Bachelor's degree or equivalent professional experience
3-7 years of experience in process improvement, business analysis, project management, organizational effectiveness, consulting, or a related field
Strong analytical, problem-solving, and critical-thinking skills
Experience leading cross-functional initiatives without direct authority
Excellent verbal, written, facilitation, and presentation skills
Ability to influence and build relationships across multiple levels of the organization
Strong organizational and project coordination skills
Financial services, asset servicing, transfer agency, operations, or corporate business support experience preferred
Experience with Lean, Six Sigma, Design Thinking, or Continuous Improvement preferred
Experience with Power BI, Power Automate, SharePoint, Visio, or other process documentation and analytics tools preferred
Exposure to governance, risk management, audit, or control-related initiatives preferred
Experience supporting organizational change or transformation programs preferred
Experience supporting technology implementations and organizational change initiatives preferred
Applicants must be authorized to work in the U.S. without employment-based visa sponsorship now or in the future

Benefits

Comp & perks

Retirement benefits (401k and pension)
Health and welfare benefits including medical, dental, vision, spending accounts and disability
Paid time off
Parental and caregiver leave
Life and accident insurance
Other voluntary and well-being benefits
Discretionary bonus program that may include an equity component
Flexible hybrid working model
Flexible and collaborative work culture
Movement within the organization is encouraged
Accessible senior leaders
Inclusive workplace
Reasonable accommodation and adjustments during the employment process