Derek Jewusiak
Vice President - Senior Relationship Manager - Global Funds Services @Northern Trust
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WORK HISTORY
Vice President - Senior Relationship Manager - Global Funds Services @Northern Trust
Chicago, IL, US
Responsible for overall client Global Funds Services relationship at Northern Trust. Industry and technical expert for services provided by Northern Trust to clients, including custody, transfer agency, network, tax and fund administration for registered and unregistered funds. Key point of contact to high ranking client management including the C suite.Responsible for managing legal, commercial arrangements and overall client profitability.Identifies current and long-term client servicing needs and opportunities to expand the relationship. Communicates client\'s business and strategic goals, priorities and objectives to Northern Trust teams. Provides access to product and expertise internally and externally. Works with product to execute on development initiatives. Key point of client contact for any service and delivery issues across the Northern teams. Works with teams on improvement plans and implementation. Responsible for coordinating presentations for due diligence meetings, mutual fund board meetings, product and service.
EDUCATION
Loyola University of Chicago
Bachelor of Business Administration (BBA)
SKILLS
ABOUT DEREK JEWUSIAK
High touch client service professional with over twenty years of experience in financial services and managing relationships with investment managers/asset owners. Specialize in registered and unregistered fund products and relationship management across fund administration. Work with clients across all functional areas in fund administration including fund accounting, custody, transfer agency, partnership accounting, partnership services, Fx, financial reporting, tax, treasury and budgeting, performance, tax reclaims, SEC filings, board materials, global network management, international securities, treasury services, legals and AML/KYC for onboarding of new clients.
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