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

Northern Trust · Chicago, IL · $114,700–$194,900 a year · Full time

Posted Aug 25, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Tell me about a process redesign you led that delivered measurable results.

What they are checking: Evidence of designing scalable improvements tied to clear business outcomes.

Describe a time you had to lead a workstream with people who didn't report to you.

What they are checking: Influence and coordination skills needed for a workstream lead.

What would you do

Two business lines have different KYC processes and both believe theirs is right. How do you design one approach?

What they are checking: Facilitation and design judgment across groups with different needs and habits.

A senior stakeholder wants to skip discovery and go straight to building. How do you respond?

What they are checking: Ability to protect discovery work while showing its value quickly.

About the work

Walk me through how you'd map an end-to-end client onboarding and KYC process across several capabilities.

What they are checking: Process discovery skill that captures handoffs, duplication and controls across teams.

How do you find the root causes of a slow onboarding process instead of just listing symptoms?

What they are checking: Analytical depth in diagnosing process problems before designing solutions.

How do you make sure a redesigned process still meets KYC and AML regulatory requirements?

What they are checking: Compliance awareness that keeps transformation from creating regulatory gaps.

How do you write requirements so technology teams build what the business actually needs?

What they are checking: Business analysis skill connecting process design to technology delivery.

How would you measure whether CLM transformation is improving the client experience?

What they are checking: Choosing metrics like time to onboard, touchpoints and rework that reflect client impact.

How do you document a future-state process so it's useful to operations, technology and compliance?

What they are checking: Clear artifacts that serve multiple audiences without confusion.

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The full job description

As published by Northern Trust.

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. 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. Work Authorization Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa). 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.

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