Strategist, Wealth and Intermediary Client Marketing

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.

Northern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals families and institutions by remaining true to our enduring principles of service expertise and integrity. With more than 130 years of financial experience and over 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.

Role/ Department: Strategist Wealth and Intermediary 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 (NTAM) is seeking a dynamic Strategist to act as a team lead for our Wealth and Intermediary 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 Wealth and Intermediary 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 NTAMs 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 Wealth and Intermediary 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:
8-10 years of experience with a focus on 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 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.
Bachelors 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:

Salary 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.

Working with Us:

As a Northern Trust partner greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged senior leaders are accessible and you can take pride in working for a company committed to assisting the communities we serve!Join a workplace with a greater purpose.

Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us andapply today.#MadeForGreater

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 .

We hope youre excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.