Strategist, Financial Advisor Client Marketing

Company Overview

Northern Trust is a Fortune 500, globally recognized, award‑winning financial institution that has been in continuous operation since 1889. With more than 130 years of financial experience and over 22,000 partners, it serves the world’s most sophisticated clients using leading technology and exceptional service.

Strategist, Financial Advisor Client Marketing – Asset Management Marketing

• 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, encouraging 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 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 (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.
• 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.

• 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 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 the proven ability to write thought‑provoking headlines and compelling promotional copy that drives engagement.
• Experience managing and optimizing content across…