Deal Manager
Core
Coordinate complex new business opportunities and client onboarding across Pension, Insurance, Corporate, Banking, and Asset Management sectors in the UK.
Role type
Senior IC Deal Manager (Sales Support)
Builds
New business deals and client transitions for Northern Trust's wealth management and banking services
Domain
Financial Services (Wealth Management, Asset Servicing, Banking)
Required skills
Project management, stakeholder coordination, proposal management, RFP/RFI support, transition planning, risk management, cross-functional collaboration, financial services knowledge
Preferred skills
PMP or equivalent certification, experience with institutional clients, knowledge of investment operations
Technologies
Microsoft Office (PowerPoint, Excel, Word)
Responsibilities
Partner with Sales Managers to pursue new client opportunities; manage deals from proposal to implementation; coordinate cross-functional workstreams; facilitate governance meetings; support RFPs and due diligence; coordinate client transitions and account set-up; maintain project documentation and action logs.
Seniority
Senior, hands-on IC