Lisa Jaeggin
Senior Financial Services leader with expertise in Asset Management//Relationship Management//Product Owner//Always seek to understand Stakeholder & Constituents needs
- Role
- SVP Business Advancement and Improvement at Northern Trust
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Lisa Jaeggin
Senior financial services professional with a unique combination of experience on both the asset management and fund servicing sides of the business. Outstanding communicator, with the ability to transition between diverse teams, clients, vendors, Board members, and direct reports. My broad industry knowledge and ability to synthesize my collective experience in operations and business systems, coupled with my reputation as an effective problem solver have led to many successes at the organizations with which I have worked.I have been able to achieve many accomplishments and other results because of my strategic understanding of various activities and the impact of decisions within the broader organization. I have helped shape business strategy, identified solutions, and implemented and guided cross- functional collaboration to achieve stated results.
Experience
SVP Business Advancement and Improvement
May 2024 — Present · Boston, MA, US
Oversee quality improvements for NT’s Global Fund Services’ clients to enhance service, efficiency, and effectiveness, and mitigate operational risk. Advise internal teams on semi-liquid fund processes, focusing on transfer agency to drive strategic growth.
Education
Ryerson University
Bachelor of Arts - BA
Skills
- Back Office
- Finance
- Customer Relations
- Relationship Management
- Integration
- Product Management
- Process Improvement
- Etfs
- Project Management
- Fixed Income
- Business Development
- Back Office Operations
- Fund Administration
- Alternative Investments
- New Business Development
- Business Relationship Management
- Corporate Actions
- Portfolio Management
- Securities
- Investments
- Strategic Planning
- Business Requirements
- Customer Service
- Vendor Management
- Management
- Transfer Agency
- Hedge Funds
- Financial Services
- Crm
- Business Analysis
- Asset Management
- Mutual Funds
- Risk Management
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