Manager, Financial Advisor Client Marketing

Northern Trust•Chicago, IL
•$137,400 - $240,400•Hybrid

About The Position

Northern Trust Asset Management is seeking a Manager for its Financial Advisor Client Marketing team. The role acts as a player-coach and business partner to channel leaders, working with the Head of Client Marketing to guide campaign strategy and execution that supports the firm’s asset management capabilities. The objective is to increase financial advisor engagement and awareness and adoption of Northern Trust Asset Management’s investment products, capabilities, and brand. The successful candidate will bring knowledge of financial advisor behavior, investment products and solutions, and advisor-market subsegments such as wire houses, RIAs, independent broker-dealers, and banks. This hands-on, collaborative position partners with sales, product, and content teams to develop insights-driven marketing initiatives that support growth, differentiation, and client impact. The role contributes to annual planning, leads integrated campaigns across paid and owned media, supports thought leadership and sales enablement, and uses campaign analysis to optimize results and demonstrate ROI. The position is hybrid, with time split between working in the office and working from home. The stated base salary range is $137,400–$240,400 USD. Northern Trust offers a comprehensive benefits package, including retirement benefits, health and welfare benefits, paid time off, parental and caregiver leave, insurance, voluntary benefits, and a discretionary bonus program that may include equity. Applicants must be authorized to work in the United States without current or future employment-based visa sponsorship.

Requirements

  • 7–10+ years of experience focused on financial advisor marketing.
  • Strong understanding of financial markets, investment solutions, and the needs of high-net-worth and ultra-high-net-worth individuals and financial advisors.
  • Strong understanding of the advisor sales process and intermediary third-party distribution channels, including wealth advisors, RIAs, wire houses, regional broker-dealers, independent channels, and banks.
  • Experience leading and developing teams, managing performance, and aligning resources and priorities with business needs.
  • Proven experience managing or supporting cross-functional marketing projects with measurable results from planning through execution, with strong attention to timelines and detail.
  • Strong written and verbal communication skills, including promotional and technical writing and the ability to write engaging headlines and promotional copy.
  • Experience managing and optimizing content on professional social media platforms such as LinkedIn, with an understanding of tone, timing, and audience engagement.
  • Ability to work successfully in a fast-paced, results-driven environment and think strategically, analytically, and creatively.
  • Ability to work effectively across marketing and business teams in a matrixed organization and influence senior partners.
  • Excellent organizational and planning skills and a results-driven approach.
  • Strong attention to detail and ability to deliver work requiring minimal revision.
  • Self-motivated, high-performing, and commercially minded.
  • Ability to facilitate discussions, solve problems, and reach decisions.
  • Bachelor’s degree in marketing, communications, or a related area of study.

Nice To Haves

  • Proficiency with marketing technology such as Salesforce, Eloqua, Marketo, and On24, as well as content management platforms.

Responsibilities

  • Provide strategic direction and prioritization for financial advisor marketing, partnering with the Head of Client Marketing and helping develop team members’ skills and cross-team collaboration.
  • Create and lead integrated marketing campaigns that support financial advisor channel revenue and business goals and align with sales priorities.
  • Write campaign briefs and manage the development of paid and owned media tactics, optimizing campaigns based on results.
  • Translate client and market insights into actionable, multi-channel strategies and tailor messaging and outreach using data and feedback.
  • Partner with the content team, sales, product, and investment stakeholders to execute thought leadership that supports advisor engagement and business development.
  • Maintain sales enablement collateral for key advisors, ensuring its relevance and alignment with strategy.
  • Build and manage email and webinar campaigns using marketing platforms such as Marketo and On24, coordinating distribution across relevant platforms.
  • Plan projects, track milestones, and coordinate cross-functional delivery of marketing initiatives.
  • Report on campaign performance and analyze results to optimize strategy, drive accountability, and demonstrate ROI.
  • Manage projects end-to-end, ensuring timely execution, cross-functional alignment, and clear stakeholder communication.
  • Drive measurable impact through lead generation, pipeline influence, and channel-specific engagement across digital platforms, content, and client events.
  • Generate marketing ideas to strengthen Northern Trust Asset Management’s presence and relevance with advisors, home offices, and key decision-makers.
  • Participate in developing the annual client marketing plan.
  • Lead ongoing business-partner communications about campaign rollout, implementation, and results in partnership with Integrated Campaign Strategy team members.
  • Maintain knowledge of competitive offerings, market trends, and industry developments in the financial advisor market.
  • Conduct complex activities with significant financial, client, or internal business impact.
  • Participate in cross-functional working teams, including with senior leaders, and navigate and execute effectively across levels of seniority.

Benefits

  • Retirement benefits, including a 401(k) and pension.
  • Medical, dental, vision, spending accounts, and disability benefits.
  • Paid time off.
  • Parental and caregiver leave.
  • Life and accident insurance.
  • Other voluntary and well-being benefits.
  • Discretionary bonus program that may include an equity component.
  • Flexible hybrid working model.
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