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

Northern Trust

. Partner with business leaders and stakeholders to identify operational challenges and opportunities for process optimization, automation, and digital transformation .

Posted 10/7/2026full-timeUnited StatesMid-LevelSenior💰 $74,200 - $126,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in process optimization, automation development, and digital transformation, with a strong focus on utilizing Microsoft Power Platform and business intelligence tools to drive operational efficiency and strategic initiatives.

Highest-signal resume keywords

Microsoft Power PlatformPower BIBusiness Process ImprovementAutomation DevelopmentProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Process MappingGap AnalysisFeasibility StudiesData AnalysisReporting SolutionsWorkflow SolutionsKofaxRPAMicrosoft ExcelAI-Enabled Solutions

Soft Skills

Analytical SkillsOrganizational SkillsStakeholder ManagementCommunication SkillsAttention to Detail

Tools & Technologies

Microsoft Power AutomateMicrosoft Office ToolsMicrosoft CopilotConversational AutomationGenerative AI Technologies

Certifications & Qualifications

ACCAJob-Specific Certifications

Industry Keywords

Operational TransformationDigital SolutionsWealth ManagementPerformance MeasurementChange Management

Tech Stack

Tools & technologies

RPA

About the role

Key responsibilities & impact

Partner with business leaders and stakeholders to identify operational challenges and opportunities for process optimization, automation, and digital transformation
Review systems, processes, and business problems; conduct current-state assessments, process mapping, gap analyses, and feasibility studies
Lead or support process improvement initiatives enhancing efficiency, scalability, risk management, controls, and service delivery
Prepare or refine business requirements and resolve straightforward issues within established guidelines
Facilitate stakeholder engagement, prioritization, governance, and change management activities
Analyze, design, develop, and support applications and workflow solutions
Develop and implement automation solutions using Microsoft Power Platform, RPA, Kofax, and other approved technologies
Coordinate testing, validate solution accuracy and completeness, support implementation, 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
Prepare user guides, process documentation, training materials, and supporting documentation
Promote adoption of digital solutions and best practices across Wealth Management
Develop project plans, manage timelines and work effort, coordinate resources, and monitor progress, risks, dependencies, and deliverables
Communicate status, business outcomes, risks, and recommendations through reporting and executive-level updates
Coordinate cross-functional activities with Operations, Technology, Risk, Compliance, business leadership, peers, and managers
Design, develop, and maintain executive dashboards, operational reporting, KPIs, and performance measurement frameworks
Develop reporting and visualization solutions using Power BI, Excel, and related technologies
Analyze business and operational data to identify trends, risks, capacity constraints, and improvement opportunities
Translate complex data into insights and actionable recommendations for business leaders

Requirements

What you’ll need

Bachelor's/University degree in Business, Finance, Technology, Information Systems, or a related field, or a comparable combination of education, job-specific certification(s), and experience
Typically 3+ years of relevant experience supporting automation development, business process improvement, operational transformation, analytics, or strategic initiative delivery
Experience designing and implementing solutions using Microsoft Power Platform, including Power Apps and Power Automate
Experience creating business intelligence and reporting solutions using Power BI and advanced Microsoft Excel capabilities
Expanded conceptual knowledge of principles, practices, procedures, systems, and technical frameworks used in automation development and process improvement
Ability to analyze options and solve problems in straightforward situations by applying technical experience, judgment, and precedent
Strong analytical, organizational, project management, and stakeholder management skills
Ability to manage multiple priorities with attention to detail
Ability to work independently while collaborating across business, operations, technology, risk, and compliance teams
Effective written, verbal, presentation, and documentation skills
Ability to influence stakeholders and drive alignment without direct reporting authority
Technical proficiency in Microsoft Excel, Power BI, Microsoft Power Platform, RPA, Kofax, Microsoft Office tools, and other job-related systems
Familiarity with Microsoft Copilot and Copilot Studio, AI agents, virtual assistants, or generative AI solutions is preferred
ACCA or another relevant industry qualification may be required or preferred, as applicable
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 (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 and collaborative work culture
Movement within the organization is encouraged
Accessible senior leaders
Inclusive workplace
Reasonable accommodation for individuals with health conditions and disabilities