Northern Trust

Client Lifecycle Management Inter-Capability Process & Design Workstream Lead Business Analyst

Northern Trust$114K — $194K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in business architecture and process design
  • Demonstrated ability in leading cross-functional teams
  • Experience in managing complex workstreams in matrix organizations
  • Strong stakeholder management capabilities
  • Background in financial services, preferably with CLM, KYC, or client onboarding expertise
  • Proven ability to translate strategy into actionable outcomes

Responsibilities

  • Align discovery and design initiatives with enterprise strategy and technology standards
  • Support business cases and value tracking across client experiences and operational efficiency
  • Lead process mapping for onboarding and client lifecycle activities
  • Identify process inefficiencies and automation opportunities
  • Coordinate cross-functional teams to ensure cohesive client journeys
  • Engage in user research and journey mapping to pinpoint experience improvements
  • Define and report on performance metrics and workstream health

Benefits

  • Comprehensive retirement benefits, including 401k and pension plans
  • Health and welfare benefits including medical, dental, and vision insurance
  • Generous paid time off and parental leave policies
  • Life and accident insurance coverage
  • Access to a discretionary bonus program with potential equity component
Full Job Description

Working Model: Hybrid

We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.

The Process Discovery & Design Lead Business Analyst plays a critical role in advancing Client Lifecycle Management (CLM) transformation by connecting business strategy, client experience, process design, and technology delivery.

This role leads the discovery, analysis, and design of end-to-end onboarding, KYC, and client lifecycle processes, ensuring solutions are scalable, compliant, and aligned to measurable business outcomes.

The individual serves as a bridge between business, product, technology, operations, architecture, and transformation teams, translating strategic priorities and process insights into actionable delivery plans that improve client experience, operational efficiency, risk management, and revenue growth.

Key Responsibilities

  • Align discovery and design work to enterprise strategy, priorities, OKRs, architecture principles, and technology standards.
  • Support business cases, investment decisions, and value tracking across client experience, efficiency, risk, and revenue.
  • Lead current- and target-state process mapping across onboarding, KYC, and lifecycle activities.
  • Identify inefficiencies, control gaps, manual touchpoints, and automation opportunities.
  • Translate process insights into product requirements, features, backlogs, and target-state process designs.
  • Identify dependencies across CLM domains and coordinate cross-functional teams to deliver cohesive client journeys.
  • Surface integration risks, conflicts, and delivery dependencies early to support timely resolution.
  • Partner with architecture and engineering teams to embed design patterns and maintain alignment to target-state architecture.
  • Promote consistency and reuse across onboarding and lifecycle platforms.
  • Lead user research and journey mapping to identify pain points, opportunities, and experience improvements.
  • Translate business, process, and regulatory needs into actionable product requirements.
  • Align design, product, and engineering teams through delivery.
  • Own workstream outcomes, scope, delivery, prioritization, capacity planning
  • Manage risks, escalate issues, support decisions, and lead governance routines and stakeholder forums.
  • Contribute to the establishment of repeatable processes to support parallel discovery and design initiatives.
  • Define, track, and report performance metrics, workstream health, delivery progress, and value realization.
  • Measure improvements in cycle time, automation, quality, and error reduction.
  • Contribute to strengthening ways of working across design, product, engineering, operations, and partner teams.
  • Drive adoption of enterprise tools for design, research, process mapping, delivery, and knowledge sharing.
  • Ensure discovery and process insights inform long-term platform strategy and transformation priorities.


Experience:

  • Experience in business architecture, process mapping, process design, and operating model development.
  • Proven leadership of cross-functional business, product, technology, and transformation initiatives.
  • Strong ability to translate strategy and process insights into actionable delivery outcomes.
  • Experience managing complex workstreams in matrixed organizations.
  • Financial services experience required; CLM, Client Onboarding, KYC, or Lifecycle Management experience preferred.
  • Seasoned professional with deep business and functional expertise, strong stakeholder management skills
  • #LI-GG1
  • #LI-Hybrid

Salary Range:

$114,700 - 194,900 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

About Northern Trust

Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, and fiduciary and banking solutions to corporations, institutions, and affluent individuals. They have evolved with the changing needs of their clients and their world.

Northern Trust Careers

Joining Northern Trust means becoming part of a global financial services institution that is dedicated to providing expert guidance and innovative solutions to its clients. At Northern Trust, we pride ourselves on fostering a culture of leadership, diversity, and innovation, which makes us a premier destination for career growth in the financial industry.

Work You’ll Do

At Northern Trust, you will collaborate with some of the most talented professionals in the financial sector. Our team is committed to excellence and equipped with a diverse range of skills that contribute to our dynamic environment. Here, you will have the opportunity to lead projects that transform our services and drive significant value for our clients across the globe.

Explore Job Opportunities and Internships

Whether you are starting your career or looking to make a significant impact in the financial industry, Northern Trust offers a variety of job opportunities and internships that will help you achieve your professional goals. From entry-level positions to leadership roles, our company is actively hiring individuals who are passionate, curious, and driven to excel.

Innovative Work

Northern Trust is at the forefront of financial innovation. Our employees are encouraged to think creatively and leverage cutting-edge technologies to solve complex problems. By joining our team, you will work on pioneering solutions that redefine the standards of financial services.

Be Part of a Great Team

Our team at Northern Trust is more than just a group of employees – we are a community. We value collaboration, and our culture is built on mutual respect and a commitment to diversity and inclusion. Working with us, you will experience a supportive network that is passionate about sharing knowledge and ideas.

Future-Proof Your Career

Northern Trust is dedicated to your professional development. We offer comprehensive benefits, diversity training, and numerous resources to help you grow your career. With our support, you can expand your skills, gain valuable experience, and achieve professional certifications that will enhance your career trajectory.

Stay Connected

Join Our Team

Discover the perfect role for you at Northern Trust by exploring our current job openings that match your skills and interests. We are looking for professionals who are solution-driven and eager to contribute to our legacy of financial excellence.

Keep Up to Date

Stay informed with the latest career tips, industry insights, and professional growth opportunities—all available through our careers blog. At Northern Trust, we ensure that our team members are always ahead in the industry.

Job Alert Emails

Customize your experience by subscribing to job alerts and insider tips tailored to your preferences. At Northern Trust, exciting and rewarding opportunities are always on the horizon, and we are eager to see where your talents can take us. Join Northern Trust today and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Here, every position is a chance to contribute to something bigger and to turn your job into a meaningful career.
Learn more about Northern Trust
Size
21,100 employees
Market Cap
$18.1 billion
Industry
Net Income
$1.2 billion
Founded
1889
5 Year Trend
+4.9%
Revenue
$6.1 billion
NASDAQ

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