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.
Role/Department
The Deal Manager plays a central role within the Sales team, supporting the achievement of annual business development objectives across Pension, Insurance, Corporate, Banking, OCIO/Fiduciary Management, Traditional Asset Management, and Alternative Asset Management sectors. The role is responsible for coordinating complex new business opportunities, managing transition and implementation activities, and ensuring a seamless experience for prospective and existing clients.
Working closely with Sales, Relationship Management, Product, Operations, and Client Service teams, the Deal Manager serves as the central point of coordination throughout the sales and onboarding lifecycle. The role supports strategic business development activities, proposal management, client transitions, governance, and stakeholder engagement while helping to deliver tailored solutions that meet client requirements.
The key responsibilities of the role include:
- Partner with Sales Managers to support business development initiatives and pursue new and existing client opportunities across EMEA.
- Manage complex new business opportunities from proposal stage through implementation and client onboarding.
- Serve as the primary point of contact for internal and external stakeholders throughout the deal lifecycle.
- Coordinate cross-functional workstreams and assemble appropriate subject matter experts to support opportunities and transitions.
- Develop, maintain, and communicate project plans, ensuring delivery against agreed timelines and milestones.
- Facilitate governance meetings and provide regular updates to stakeholders on project status, risks, dependencies, and progress.
- Support the preparation, review, and submission of RFPs, RFIs, due diligence questionnaires, and sales presentations.
- Work with subject matter experts to gather accurate and timely information to support sales opportunities and client requirements.
- Collaborate with Sales Managers to develop client-specific value propositions and solution proposals.
- Build and maintain effective relationships with clients, internal stakeholders, and business partners.
- Coordinate implementation activities, including account set-up requirements, transition planning, documentation, and operational readiness.
- Gather and document client requirements, ensuring appropriate communication to internal teams responsible for service delivery.
- Support client onboarding and transition activities, working with clients and incumbent providers to establish transition guidelines and timelines.
- Coordinate meetings between Sales, Operations, Relationship Management, Client Service, and Product teams to support successful implementation.
- Maintain project documentation, action logs, decision records, and governance materials.
- Manage multiple concurrent priorities while ensuring a high standard of accuracy and service delivery.
- Support sales best practice initiatives and contribute to the maintenance of sales methodologies, documentation, and governance standards.
- Participate in strategic planning activities with Sales Managers and broader business stakeholders.
- Foster strong working relationships across global business units, product teams, and support functions.
- Support regulatory, compliance, audit, and other business-critical projects as required.
Skills/Qualifications
The successful candidate will benefit from having:
- Strong project management and coordination skills with the ability to manage complex, multi-workstream initiatives.
- Ability to build and maintain effective relationships across a diverse stakeholder group.
- Strong written and verbal communication skills, including presentation and facilitation capabilities.
- Commercial awareness and understanding of business development processes.
- Ability to assess and manage project risks, issues, and dependencies.
- Strong organisational skills with the ability to prioritise competing deadlines.
- Analytical and problem-solving capabilities with a focus on delivering practical solutions.
- Proficiency in Microsoft Office applications, including PowerPoint, Excel, and Word.
- Experience working within governance and control frameworks.
- Ability to coordinate teams and stakeholders across multiple locations and time zones.
- Strong attention to detail and commitment to delivering high-quality outcomes.
- Ability to work independently and collaboratively within cross-functional teams.
- Demonstrates accountability, integrity, and a client-focused approach.
- Knowledge of financial services products, operations, and client servicing models.
- Experience in project management, programme management, client onboarding, implementation, sales support, or transition management within financial services.
- Experience supporting institutional client opportunities across asset servicing, custody, asset management, pensions, insurance, banking, or related sectors.
- Experience managing large, complex, cross-functional projects involving multiple stakeholder groups.
- Experience supporting RFP, proposal, due diligence, or sales processes.
- Knowledge of investment operations, client servicing, and financial products.
- Experience working with geographically dispersed teams and global stakeholders.
- Understanding of governance, operational risk, compliance, and regulatory requirements within financial services.
- Demonstrated ability to manage multiple priorities within a fast-paced environment.
- Experience coordinating client transitions, implementations, or large-scale business change initiatives.
- Relevant project management certification or equivalent professional experience is beneficial.
Work Authorization
Applicants must have the right to work in the United Kingdom at the time of application and for the duration of employment.
Please note that Northern Trust is unable to provide visa sponsorship for this role. This includes Skilled Worker visas, Global Business Mobility routes, Graduate visas, Youth Mobility Scheme, High Potential Individual visas, Scale-up Worker visas, Temporary Worker visas, and other employer-sponsored visa categories.
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.
