Northern Trust

Fund Accounting Training Consultant

Northern Trust$67K — $111K *
Tempe, AZ 85281In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years in Fund Accounting operations or training consulting
  • Strong understanding of fund structures and concepts
  • Familiarity with ADDIE instructional design methodology
  • Excellent communication skills, both oral and written
  • Experience with training tools like Captivate, Articulate, or Easy Generator (preferred)
  • Knowledge of Power BI, Copilot, and Microsoft 365 tools is advantageous
  • Ability to work collaboratively with diverse teams

Responsibilities

  • Collaborate with management and subject matter experts to define learning objectives
  • Determine appropriate learning methodologies and development solutions
  • Develop project plans and identify subject matter experts
  • Design and deliver organization development programs
  • Maintain a training inventory and prioritize schedules
  • Evaluate training programs for effectiveness, recommending improvements
  • Serve as a subject matter expert in program design and mentor junior staff

Benefits

  • Comprehensive benefits package including retirement benefits (401k and pension)
  • Health and welfare benefits: medical, dental, vision, and spending accounts
  • Paid time off and parental/caregiver leave
  • Life and accident insurance options
  • Discretionary bonus program that may include an equity component
Full Job Description
As a member of the COO L&D Training Team, the Fund Accounting Training Consultant will work collaboratively with team members to deliver training solutions to the assigned business unit. Under general direction the Training Consultant will assist with defining learning solutions that support the functional requirements. The Training Consultant role involves designing, delivering functional training solutions, analyses solutions for continuous improvement and undertakes appropriate operational and administrative aspects of the training curriculum.

Principal Responsibilities

  • Works with management, performance consultants and/or subject matter experts to understand desired business outcomes and translate them into learning and organization development objectives.
  • Works with stakeholders to determine appropriate learning methodologies and organization development solutions.
  • Develops project plans including the identification of subject matter experts where appropriate.
  • Develops facilitates and delivers learning and organization development programs.
  • Maintains an inventory of training and organization development programs/tools and schedules their use according to management priorities.
  • Evaluates training and organization development programs for effectiveness and makes recommendations for improvements.
  • Delivers a work product that requires minimal revision.
  • Serves as a key subject matter expert in program design and may mentor more junior staff.
  • Handles all types of analysis.
  • Represents the department in various meetings.


Area Specific Duties

  • Coordinate/deliver the i2i programme mandatory curriculum within assigned geographic location.
    • Liaise with both managers and participants to outline programme requirements.
    • Continuous evaluation of the programme working with Fund Accounting Operations and all Stakeholders.
  • Design, develop and maintain a training curriculum for the Fund Accounting function within the Global curriculums which can be implemented and delivered regardless of geographic location.
  • Coordinate/deliver the new hire curriculum within your geographic location.
  • Design and deliver training for existing systems and new system rollouts.
  • Ensures that COO L&D learning and development interventions are aligned with the Business Unit and/or enterprise-wide needs.
  • Consult with areas in the business unit to provide ongoing support.
  • Work collaboratively with other Global Training Teams.


Skills / Experience

For this position, we are looking for an individual that fits one of two profiles below.

An experienced operations professional willing to develop their consulting, writing and presenting skills. Please note that a heavier weighting will be applied to a candidate with strong Fund Accounting functional knowledge.

Requirements include:
  • Three to five years of experience in a Fund Accounting operations function
  • A strong understanding of fund structures and concepts
  • A working knowledge of the GIO InvestOne/Enterprise accounting platform is preferred but not essential for this role
  • Excellent oral and written communication skills.
  • Ability to work with all levels of staff.
  • Self-starter and team player.
  • Attention to detail.


An experienced training professional willing to quickly learn all aspects of the FA business unit.

Requirements include:

  • Three to five years of training consulting experience.
  • Excellent oral and written communication skills.
  • Experience using ADDIE instructional design methodology.
  • Experience with Captivate, Articulate or Easy Generator or similar is preferred.
  • Strong instructional design and/or organizational development skills.
  • Has either a broad knowledge of a wide range of tools and delivery techniques or is an expert within a specific content area or delivery methodology.
  • Able to facilitate discussions and reach decisions
  • Experience in training/curriculum development, along with proficiency in Power BI, Copilot, and Microsoft 365 tools, would be advantageous


Salary Range:
$67,500 - 111,500

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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