Strategist, Wealth and Intermediary Client Marketing
Northern Trust, Chicago, IL, United States
About Northern Trust
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. We are proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions, staying true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve our sophisticated clients using leading technology and exceptional service.
Role / Department Strategist, Wealth and Intermediary Client Marketing/Asset Management Marketing
Responsibilities
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 members, encourage effective cross‑team collaboration and efficiencies in plan execution.
Create and lead integrated marketing campaigns that support revenue and business goals for the Wealth and Intermediary channels, ensuring alignment with business and sales priorities.
Write campaign briefs and manage 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
eeds into actionable strategies across multi‑channel platforms, using data/feedback to tailor messaging and prioritize outreach.
Partner with the content team to execute a 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 advisers, ensuring relevance and strategy alignment.
Build and manage email and webinar campaigns in marketing platforms (e.g., 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 NTAM’s 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 the 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 Wealth and Intermediary market.
Conduct complex activities with significant financial, client and/or internal business impact.
Participate and collaborate with cross‑functional working teams, including senior leaders, navigating and executing effectively across various levels of seniority.
Qualifications
8–10+ years of experience in wealth/intermediary 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 houses, regional broker dealers, independent and bank channels.
Proven experience managing or supporting cross‑functional marketing projects that deliver 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 a proven ability to write thought‑provoking headlines and compelling promotional copy that drives engagement, flexible for promotional assets, collateral development or advertising headline copy.
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 – ability to work effectively in a matrixed organization across marketing and business functional teams, influencing senior partners.
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 – flexible balancing office and remote work.
Salary Range $114,700 – $194,900 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401(k) and pension), health and welfare benefits, paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well‑being benefits. A discretionary bonus program that may include an equity component is also available.
Reasonable Accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
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Role / Department Strategist, Wealth and Intermediary Client Marketing/Asset Management Marketing
Responsibilities
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 members, encourage effective cross‑team collaboration and efficiencies in plan execution.
Create and lead integrated marketing campaigns that support revenue and business goals for the Wealth and Intermediary channels, ensuring alignment with business and sales priorities.
Write campaign briefs and manage 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
eeds into actionable strategies across multi‑channel platforms, using data/feedback to tailor messaging and prioritize outreach.
Partner with the content team to execute a 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 advisers, ensuring relevance and strategy alignment.
Build and manage email and webinar campaigns in marketing platforms (e.g., 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 NTAM’s 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 the 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 Wealth and Intermediary market.
Conduct complex activities with significant financial, client and/or internal business impact.
Participate and collaborate with cross‑functional working teams, including senior leaders, navigating and executing effectively across various levels of seniority.
Qualifications
8–10+ years of experience in wealth/intermediary 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 houses, regional broker dealers, independent and bank channels.
Proven experience managing or supporting cross‑functional marketing projects that deliver 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 a proven ability to write thought‑provoking headlines and compelling promotional copy that drives engagement, flexible for promotional assets, collateral development or advertising headline copy.
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 – ability to work effectively in a matrixed organization across marketing and business functional teams, influencing senior partners.
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 – flexible balancing office and remote work.
Salary Range $114,700 – $194,900 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401(k) and pension), health and welfare benefits, paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well‑being benefits. A discretionary bonus program that may include an equity component is also available.
Reasonable Accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
#J-18808-Ljbffr