Strategist, Financial Advisor Client Marketing

Overview About Northern Trust: Northern Trust is a Fortune500 company and a globally recognized, award‑winning financial institution that has been in continuous operation since 1889. The role is a Strategist in Financial Advisor Client Marketing within Asset Management, acting as a team lead and business partner for advisors. Responsibilities Acts as a functional team lead for financial advisor marketing, providing strategic direction, prioritization, recommendations, and mentoring team members to 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. 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/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. Conduct complex activities with significant financial, client, and/or internal business impact. Participate in and collaborate with cross functional working teams, including Senior Leaders, with the ability to navigate and execute effectively across various levels of seniority. 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 houses, regional broker dealers, independent and bank channels. Proven experience managing or supporting cross‑functional marketing projects that 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, applicable to 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 the 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. Benefits Salary Range: $131,905 - $224,135 USD. 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. 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 View email address on click.appcast.io. Equal Employment Opportunity Statement We are an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, color, religion, sex, marital status, sexual orientation, disability or age. All employment decisions are made in a non‑discriminatory manner in accordance with our obligations under the law and codes of practice, including human resources’ decisions related to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development. We comply with the applicable laws and regulations in all regions where we operate, including but not limited to the United States, Canada, the European Union, and Asia Pacific. #J-18808-Ljbffr 001 The Northern Trust Company