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.
Role/ Department: Strategist, Financial Advisor Client Marketing/Asset Management Marketing
It is an exciting time to join Northern Trust Asset Management, as we are investing to drive innovation and growth – with marketing playing a critical role.
Northern Trust Asset Management is seeking a dynamic Strategist to act as a team lead for our Financial Advisor Client Marketing team.
Reporting to the Head of Client Marketing, this role will act as a player/coach within the team and as an active business partner to this channel leaders as they proactively lead the development, direction and execution of the campaigns and tactics within the overall marketing and communications strategy for the channel as they position and promote our asset management capabilities. The ultimate objective of the role is to drive engagement with financial advisors and greater awareness and adoption of our investment products and capabilities and the Northern Trust Asset Management brand.
The ideal candidate will bring a deep understanding of financial advisor investor behavior, investment products and solutions, and the advisor landscape and nuances of sub-segments (wire house, RIA, IBD, bank, etc.) with a passion for turning insights into results-driven marketing initiatives. This is a highly collaborative, hands-on role that works across sales, product, and content teams to drive growth, differentiation, and client impact.
The key responsibilities of the role include:
• Acts as a functional team lead for financial advisor marketing, providing strategic direction, prioritization recommendations, guidance and partnering with the Head of Client Marketing to mentor team member development of these skills, encourage effective cross-team collaboration and efficiencies in plan execution.
• Create and lead integrated marketing campaigns that support revenue and business goals for the Financial Advisor channels, ensuring alignment with business and sales priorities.
• Writes campaign briefs and manages development of campaign tactics across paid and owned media promotion to support campaign awareness, consideration and lead generation goals, optimizing based on results.
• Translate client and market insights/needs into actionable strategies across multi-channel platforms, using data/feedback to tailor messaging and prioritize outreach.
• Partner with the content team to execute thought leadership strategy in close collaboration with sales, product and investment stakeholders, ensuring all messaging supports advisor engagement and business development goals.
• Maintain sales enablement collateral targeting key advisors, ensuring relevance and strategy alignment.
• Build and manage email and webinar campaigns in marketing platforms (i.e., Marketo, On24) and coordinate dissemination across relevant platforms to ensure timely and effective campaign delivery to target audiences.
• Execute project planning, milestone tracking, and cross-functional coordination to ensure timely and efficient delivery of marketing initiatives on time.
• Deliver campaign performance reporting and data-driven analysis to optimize strategy, drive accountability, and demonstrate ROI.
• Manage projects end-to-end, ensuring timely execution, cross-functional alignment, and clear communication across stakeholders.
• Drive measurable impact from initiatives by focusing on lead generation, pipeline influence, and channel-specific engagement across digital platforms, content creation, and client events.
• Proactively generate new marketing ideas to elevate Northern Trust’s Asset Management presence and relevance with advisors, home offices and key decision-makers.
• Actively participate in and contribute to the development of the annual client marketing plan.
• Proactively lead ongoing business partner communications surrounding marketing campaign rollout, implementation and results, in partnership with Integrated Campaign Strategy team members.
• Develop and maintain broad knowledge of competitive offerings, market trends, and industry developments specific to the Financial Advisor market.
• Conducts complex activities with significant financial, client, and/or internal business impact.
• Participates in and collaborates with cross functional working teams, including Senior Leaders, with the ability to navigate and execute effectively across various levels of seniority.
Skills/Qualifications:
• 7-10+ years of experience with a focus on Financial Advisor marketing.
• Strong understanding of financial markets, investment solutions, and the needs of high-net-worth/ultra-high-net-worth individuals and financial advisors.
• Strong understanding of the advisor sales process and nuances of intermediary third party distribution channels including Wealth advisors, RIAs, wire house, regional broker dealer, independent and bank channels.
• Proven experience managing or supporting cross-functional marketing projects, which provide measurable results, from planning through execution, with a strong attention to timelines and detail.
• Strong written and verbal communication skills. Superior promotional and technical writing skills, with the proven ability to write thought provoking headlines and compelling promotional copy that drives engagement, which can be applied flexibly to promotional asset, collateral development or advertising headline copy writing as needed.
• Experience managing and optimizing content across professional social media platforms (e.g., LinkedIn), with a strong understanding of tone, timing, and audience engagement strategies.
• Proficiency with marketing technology such as Salesforce, Eloqua, Marketo, On24, and content management platforms is highly desirable.
• Successful experience working in a fast-paced, results-driven environment, with a proven ability to think strategically, analytically and creatively.
• Superior people skills - including the ability to work effectively in a matrixed organization across various marketing and business functional teams, with the ability to influence senior partners being critical.
• Results-driven individual with excellent organizational and planning skills
• Strong attention to detail and delivers a work product that requires minimal revision.
• Driven, self-motivated, high-performing, commercial mindset
• Able to facilitate discussions, problem solve and reach decisions.
• Bachelor’s degree required in marketing, communications or a related area of study
Working Model: Hybrid (#LI-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.
#LI-EA1
Salary Range:
$131,905 - 224,135 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
- 7-10+ years of experience with a focus on Financial Advisor marketing
- Deep understanding of financial markets, investment solutions, and high-net-worth/ultra-high-net-worth client needs
- Strong understanding of the advisor sales process and third-party distribution channels (RIA, wirehouse, IBD, bank, wealth advisors)
- Proven experience managing cross-functional marketing projects from planning through execution with measurable results
- Strong written and verbal communication skills, including promotional and technical writing for compelling marketing copy
- Experience managing and optimizing content across professional social media platforms (e.g., LinkedIn)
- Proficiency with marketing technology such as Salesforce, Eloqua, Marketo, and On24
- Bachelor's degree in marketing, communications or a related field
- Experience leading or mentoring team members; ability to act as a player/coach
- Strong organizational skills, attention to detail, results-driven commercial mindset, and ability to influence senior partners
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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