Content Director, Wealth Management Global Sales Enablement

Posted 15 Days Ago
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Chicago, IL, USA
Hybrid
137K-240K Annually
Expert/Leader
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The Role
Lead global content strategy and delivery for Wealth Management sales enablement. Create scalable, compliant sales and proposal content, drive adoption through training and technology, manage RFP/proposal teams, partner across Sales, Investments, Compliance and Marketing, and measure content impact using KPIs and AI-enabled tools to improve pipeline conversion and response quality.
Summary Generated by Built In

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.


The Content Director, Wealth Management Global Sales Enablement will lead the strategy, development, and delivery of high-impact content that empowers Wealth Management sales and client-facing teams to drive growth, deepen client relationships, and win in competitive markets. This role translates complex investment and planning capabilities into compelling, client-ready narratives and scalable enablement assets.

The ideal candidate brings a strong blend of strategic thinking, editorial leadership, and commercial acumen, with a deep understanding of the wealth management client lifecycle and advisor-led selling model.

Key Responsibilities

Content Strategy & Governance

  • Define and execute a global content strategy aligned to Wealth Management growth priorities, sales process, and client segments.
  • Establish content governance, taxonomy, and lifecycle management to ensure consistency, compliance, and ease of access across platforms (e.g., Seismic, CRM tools).
  • Partner with Compliance and Legal to ensure all materials meet regulatory requirements while maintaining commercial effectiveness.

Sales Enablement & Field Activation

  • Develop scalable, field-ready content that supports growth including prospecting, discovery, proposal, and client retention.
  • Equip Relationship Managers, Wealth Strategists, and client-facing teams with messaging, playbooks, pitch decks, and thought leadership tailored to priority themes (e.g., alternatives, estate planning, liquidity events, transitions).
  • Drive adoption and utilization of content through training, campaigns, and integration into workflows.

RFP, Proposal Management & Enablement Technology

  • Lead the Wealth Management RFP, proposal, and due diligence content team, ensuring the delivery of high-quality, compelling, and commercially effective responses that support new business development, institutional consultant relationships, and competitive sales opportunities.
  • Establish and maintain a centralized repository of approved content, client case studies, platform capabilities, and subject matter expertise to improve consistency, scalability, and response quality across all submissions.
  • Partner closely with Sales, Investments, Marketing, Trust & Advisory, Banking, Compliance teams to develop differentiated proposal content that highlights Northern Trust's value proposition and competitive strengths.
  • Drive the modernization of proposal and content management capabilities through scalable, AI-powered technologies, leveraging automation, content intelligence, and generative AI solutions to enhance productivity, accelerate response times, improve content relevance, and deliver a more personalized client experience.
  • Define governance, processes, and performance metrics for proposal management, including win rates, response quality, turnaround times, content utilization, and operational efficiency.

Cross-Functional Partnership

  • Collaborate closely with Sales Leadership, Marketing, Investments, Banking and Trust & Advisory to align content with commercial priorities and pipeline opportunities.
  • Support senior leadership communications, including key initiatives, campaigns, and strategic programs.

Performance Measurement & Optimization

  • Establish KPIs for content effectiveness (e.g., adoption, engagement, influence on pipeline and conversion).
  • Leverage data and feedback to continuously refine content strategy and improve impact.
  • Incorporate insights from digital marketing, lead generation, and CRM systems to prioritize content investments.

Qualifications & Experience

  • 10+ years of experience in wealth management, asset management, financial services marketing, or sales enablement roles.
  • Deep understanding of advisor-led sales models, client segmentation, and wealth planning/investment solutions.
  • Proven track record of building and scaling content strategies that drive measurable sales outcomes.
  • Strong executive communication and storytelling skills; ability to simplify complex concepts.
  • Experience with enablement and content platforms (e.g., Seismic) and CRM tools (e.g., Salesforce).
  • Experience leading proposal management, RFP, or consultant relations teams and implementing AI-enabled content management, knowledge management, or sales enablement technologies within a wealth management or financial services organization.
  • Demonstrated ability to influence senior stakeholders and operate effectively in a matrixed, global organization.

Salary Range:

$137,400 - 240,400 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 [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.


Skills Required

  • 10+ years of experience in wealth management, asset management, financial services marketing, or sales enablement roles.
  • Deep understanding of advisor-led sales models, client segmentation, and wealth planning/investment solutions.
  • Proven track record of building and scaling content strategies that drive measurable sales outcomes.
  • Strong executive communication and storytelling skills; ability to simplify complex concepts.
  • Experience with enablement and content platforms (e.g., Seismic) and CRM tools (e.g., Salesforce).
  • Experience leading proposal management, RFP, or consultant relations teams and implementing AI-enabled content management, knowledge management, or sales enablement technologies.
  • Demonstrated ability to influence senior stakeholders and operate effectively in a matrixed, global organization.

Northern Trust Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Northern Trust and has not been reviewed or approved by Northern Trust.

  • Retirement Support A 401(k) with company match alongside an employer‑funded defined‑benefit pension is highlighted in employer‑verified materials and filings, setting the retirement package apart from many private employers.
  • Leave & Time Off Breadth PTO is portrayed as solid overall, and two paid volunteer days per year are clearly documented across corporate materials.
  • Parental & Family Support Company sources and postings reference paid parental and caregiver leave and recent enhancements to parental benefits, indicating meaningful family support within the package.

Northern Trust Insights

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The Company
HQ: Chicago, IL
24,000 Employees
Year Founded: 1889

What We Do

As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence. Since our roots as a trust bank, we’ve grown to a global presence with more than 24,000 employees in more than 20 countries and across six core business units: Wealth Management Asset Management Asset Servicing Technology Corporate Functions Enterprise Operations Join a Team That’s Achieving Greater At Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you. Delivering value and adhering to our enduring principles What are enduring principles? Since our founding, they have guided our strategy and success. Thanks to the dedication of our partners, Northern Trust continues to thrive by adhering to three enduring principles: service, expertise and integrity . What does this mean? Service Northern Trust has a relentless drive to provide exceptional service to our clients, our partners and our communities. We set new standards and go above and beyond in our commitment to delivering greater results. Expertise Expertise is at the core of who we are. We focus sharply on what we do well. From expanding our capabilities, to hiring talented professionals to developing innovative solutions, our expertise is why we continue to be a trusted advisor for generations of families and institutions. Integrity Operating with uncompromising ethics is central to Northern Trust’s heritage. As a result, our clients, partners and communities know they can rely on us. For more than 130 years, our integrity has been our guide – and that will never change.

Why Work With Us

At Northern Trust, we go further because we go together. We embrace flexibility, encourage balance, and prioritize inclusion at all levels, working together to keep you connected. We are committed to our employees—all 24,000 of them. Whether this is a first step or a bold new leap in your career, we’re here to help you move forward.

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