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.
Consultant, Digitization Program
Role Summary
The Consultant within the Digitization Program will support the design, delivery, implementation, and ongoing enhancement of document digitization and automation solutions.
The role will work closely with Operations, Technology, Product, and other stakeholders to understand business requirements, translate them into effective digitization solutions, support testing and implementation, and ensure solutions are successfully transitioned into production.
The individual will develop strong functional knowledge of business processes while contributing to the adoption of intelligent document processing, automation, AI/ML, and Generative AI capabilities.
Key Responsibilities
Digitization & Solution Delivery
- Partner with business teams to understand document-intensive processes and identify opportunities for digitization and automation.
- Gather, analyze, and document business and functional requirements.
- Translate business requirements into document classification, data extraction, validation, and business-rule requirements.
- Support configuration and enhancement of digitization solutions based on business needs.
- Work closely with Technology and other partners to investigate and resolve functional and solution-related issues.
- Support onboarding of new document types, processes, and business use cases onto the digitization platform.
Testing & Implementation
- Develop test scenarios and support functional testing, regression testing, and User Acceptance Testing (UAT).
- Validate classification, extraction, and business-rule outcomes against defined requirements.
- Analyze test results, identify defects, and coordinate resolution with appropriate stakeholders.
- Support production readiness, implementation, and post-production validation.
- Participate in hypercare activities and ensure issues are appropriately tracked through resolution.
Business & Operational Partnership
- Act as a key liaison between the Digitization Program and Operations teams.
- Develop a strong understanding of operational workflows, controls, dependencies, and business requirements.
- Partner with stakeholders throughout the solution lifecycle, from requirements gathering through implementation and adoption.
- Provide functional guidance and knowledge support to business users during onboarding and implementation.
- Build effective relationships across Operations, Technology, Product, and other partner teams.
Continuous Improvement, AI & Innovation
- Identify opportunities to improve accuracy, efficiency, scalability, and user experience across digitization solutions.
- Contribute to the development of reusable digitization capabilities and standardized approaches.
- Support the exploration and adoption of AI/ML and Generative AI capabilities where appropriate.
- Analyze production feedback and operational trends to recommend solution improvements.
- Contribute to the development and refinement of GenAI prompts for document classification, data extraction, validation, and other digitization use cases.
- Support testing and optimization of prompts to improve the accuracy, consistency, and reliability of digitization outcomes.
Governance & Controls
- Maintain appropriate requirements, testing, implementation, and operational documentation.
- Ensure solutions are delivered in accordance with applicable governance, risk, control, and change-management requirements.
- Support issue tracking and documentation of key decisions, testing evidence, and approvals.
- Maintain a strong focus on data quality, accuracy, controls, and operational readiness throughout the solution lifecycle.
Skills & Experience
- Strong analytical, problem-solving, and critical-thinking skills.
- Experience in business analysis, operations, technology, automation, or digitization.
- Ability to understand complex business processes and translate them into clear functional requirements.
- Experience with testing, UAT, defect management, and production implementation.
- Strong written and verbal communication skills.
- Ability to collaborate effectively across business, Operations, Technology, Product, and other stakeholder groups.
- Strong attention to detail with a focus on quality, accuracy, and controls.
- Knowledge of document processing, workflow automation, AI/ML, or intelligent document processing is desirable.
- Experience in writing and refining prompts for Generative AI and document-processing use cases is an added advantage.
- Ability to translate business requirements into clear, structured prompts for document classification, data extraction, validation, and interpretation is desirable.
- Familiarity with testing and improving prompt effectiveness, accuracy, and consistency is an added advantage.
Behavioral Expectations
- Demonstrates ownership and accountability for assigned deliverables.
- Works collaboratively across teams and functions.
- Proactively identifies issues and drives them toward resolution.
- Demonstrates curiosity and a willingness to learn new technologies, AI capabilities, and business processes.
- Balances innovation with appropriate risk and control considerations.
- Communicates clearly and effectively with both business and technology stakeholders.
- Demonstrates adaptability and a continuous-improvement mindset.
Success in the Role
Success in this role means delivering high-quality digitization solutions that meet business requirements, supporting smooth implementation and adoption, building strong partnerships with Operations and Technology, and continuously identifying opportunities to improve document-processing efficiency, accuracy, and effectiveness.
The successful Consultant will also demonstrate an interest in emerging AI capabilities, with prompt engineering and experience developing effective GenAI prompts considered an added advantage as the Digitization Program continues to expand its AI-enabled solutions.
Eligibility - Internal Partners
- 24 Months as a Technical Coordinator /Associate Consultant to move as a Team Leader/Consultant
- Movement within TL and Consultant Level will be 12 months
Working with Us
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.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.
About Our Bangalore Office
The Northern Trust Bangalore office, established in 2005, is home to over 5,600 employees. In this stunning office space, we offer fantastic amenities which include our Arrival Hub - Jungle, the GameZone, and the Employee Experience Zone that appeal to both clients and employees. Learn more.
