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.
Northern Trust Asset Management (NTAM) is seeking a Head of Advisor Education Marketing Strategy to lead the strategy and execution of NTAM’s advisor education platform. Reporting to the Head of Client Marketing, this role will develop a best-in-class curriculum of programs, experiences, and content that helps advisors expand their knowledge, strengthen their practices, and better serve clients. The leader’s goal is to deepen engagement with client-facing teams, strengthen advisor relationships, and enhance the perceived value of NTAM’s advisor education offering.
This role partners closely with the Wealth Client Group (WCG) distribution team leaders, internal and external subject matter experts, and marketing partners to define effective strategies, translate those strategies into compelling curriculum, and deliver engaging advisor- and client-facing experiences and materials.
The ideal candidate will demonstrate:
- Deep advisor education expertise, including knowledge of continuing education requirements
- A strong understanding of the role advisor education plays in distribution strategy
- Deep knowledge of advisor practice management and the challenges advisors face in growing their business
- A nuanced understanding of advisor needs, engagement preferences, and content consumption behaviors
- Current knowledge of how advisor education is evolving, with a strong grasp of asset management best practices in this area
- The ability to operate with strategic vision and executional rigor across a matrixed organization
Key Responsibilities
Program Strategy & Design
- Develop and lead NTAM’s advisor engagement program strategy, ensuring alignment with distribution priorities and business objectives
- Build a multi-format curriculum that addresses a broad spectrum of advisor needs
- Create a scalable delivery model that supports the firm through self-serve digital resources, enables wholesaler-led engagement, and provides customized experiences for key audiences
Content Development & Distribution
- Develop advisor- and client-facing program components across digital, print, and in-person formats based on program and experiential requirements
- Partner with subject matter experts to develop content that translates technical concepts into clear, compelling, advisor-relevant education
- Work closely with digital marketing partners to build a dedicated platform hub that drives awareness, following, and engagement among target advisors
Field Enablement & Distribution Partnership
- Serve as the marketing partner to Advisor Distribution leadership, equipping wholesalers with tools and resources that support consultative client conversations
- Develop segment-specific approaches (e.g., RIA growth-stage vs. established wirehouse practices) in close coordination with the field
Measurement & Stakeholder Reporting
- Establish a reporting cadence to share initiative performance with marketing and sales leadership, using insights to refine program priorities, channel mix, and delivery approach over time
- Define KPIs to measure performance, including CE completions, event participation, content consumption by segment, engagement quality, and pipeline influence
Required Qualifications
- 10+ years of experience in asset management marketing, with meaningful experience in advisor education strategy and content creation
- Deep familiarity with how advisors across RIA, wirehouse, and broker-dealer segments consume content and engage with asset manager education, events, and practice support
- Demonstrated ability to develop and execute multi-format learning experiences at scale, including webinar series, in-person event materials, and self-serve digital resources
- Superior content strategy skills and editorial judgment, with the ability to assess advisor needs and guide the creation of high-quality marketing assets
- Ability to understand investment solutions and translate technical concepts into effective program content
- Collaborative working style, with the ability to influence across Sales, Investments, Product, Compliance, and Marketing
- Excellent written and verbal communication skills, high attention to detail, and comfort presenting to senior internal and external audiences
- A “make it happen” attitude and the ability to work in a fast-paced, high-performing environment while engaging confidently with senior stakeholders
Preferred Qualifications
- Experience with CE-accredited programming and working knowledge of FINRA/CFP CE requirements
- Experience presenting advisor education programs to advisor audiences; relevant licensing or credentials that support CE delivery and establish credibility are a plus
Salary Range:
$95,600 - 162,400 USDSalary 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 asset management marketing with advisor education strategy and content creation
- Deep familiarity with advisor segments (RIA, wirehouse, broker-dealer) and their content consumption and engagement preferences
- Demonstrated ability to develop and execute multi-format learning experiences at scale (webinars, in-person events, self-serve digital resources)
- Superior content strategy skills and editorial judgment to assess advisor needs and create high-quality marketing assets
- Ability to understand investment solutions and translate technical concepts into effective program content
- Collaborative working style with ability to influence Sales, Investments, Product, Compliance, and Marketing stakeholders
- Excellent written and verbal communication, high attention to detail, and comfort presenting to senior internal and external audiences
- Ability to operate with strategic vision and executional rigor in a fast-paced, high-performing environment
- Authorized to work in the U.S. without the need for employment-based visa sponsorship
- Experience with CE-accredited programming and working knowledge of FINRA/CFP CE requirements
- Experience presenting advisor education programs to advisor audiences; relevant licensing or credentials that support CE delivery are a plus
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.
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Retirement Support — Retirement offerings are positioned as a standout, with a 401(k) plus an additional employer-funded pension described as a differentiator. This combination is repeatedly framed as a meaningful offset within total rewards, especially for long-term financial security.
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Leave & Time Off Breadth — Time-off benefits are depicted as generous, spanning paid time off, holidays, and dedicated paid volunteer time. The breadth of leave options is highlighted as a consistent strength that supports work-life balance.
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Healthcare Strength — Health coverage is characterized as comprehensive, typically including medical, dental, vision, and mental-health support through an assistance program. The offering is portrayed as robust and family-supportive, with multiple plan options in some descriptions.
Northern Trust Insights
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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