Strategist, Financial Advisor Client Marketing

Northern Trust
New York
Workplace: HybridFull timeUSD 131,905 - 224,135 annuallyFunction: Marketing & GrowthExperience: 8-10 yearsEducation: bachelorsSkills: ["Communication","Leadership","Collaboration","Problem-solving","Attention to detail"]

Strategist leads financial advisor marketing for NTAM, driving integrated campaigns across Wealth and Intermediary channels. Collaborates across sales, product, and content teams to turn client insights into revenue-generating initiatives, managing multi-channel campaigns and marketing technology to boost advisor engagement and adoption of investment products.

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FursaFursa
Northern Trust
Northern Trust
4 months ago

Strategist, Financial Advisor Client Marketing

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Last checked: 7 hours agoStatus: Live

Job Summary

Strategist leads financial advisor marketing for NTAM, driving integrated campaigns across Wealth and Intermediary channels. Collaborates across sales, product, and content teams to turn client insights into revenue-generating initiatives, managing multi-channel campaigns and marketing technology to boost advisor engagement and adoption of investment products.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Marketing & Growth
Seniority: Sr. Manager level

Key Responsibilities

  • •Lead the financial advisor marketing function, providing strategic direction and mentoring team members to improve plan execution and cross-team collaboration.
  • •Create and lead integrated marketing campaigns across Wealth and Intermediary channels, aligning with revenue and business goals.
  • •Write campaign briefs and manage development of campaign tactics across paid and owned media to support awareness, consideration and lead generation.
  • •Translate client and market insights into actionable multi-channel strategies, tailoring messaging based on data and feedback.
  • •Partner with the content team to execute thought leadership with sales, product and investment stakeholders, ensuring messaging supports advisor engagement and business development goals.

Pay and Benefits

Salary: USD 131,905 - 224,135 annually
Perks:Health InsuranceDentalVision401kPensionPaid LeaveParantal Leave

Key Requirements

  • •8-10+ years of wealth/intermediary marketing experience
  • •Strong written and verbal communication skills with promotional copywriting ability
  • •Proficiency with marketing technology such as Salesforce, Eloqua, Marketo, On24
  • •Bachelor’s degree in marketing, communications or related area of study
  • •Proven experience managing cross-functional marketing projects and leading campaigns
Experience:8-10 yearsWealth managementAsset managementFinancial services
Education:Bachelor's
Skills:CommunicationLeadershipCollaborationProblem-solvingAttention to detail
Tech Stack:SalesforceEloquaMarketoOn24

Company Brief

Northern Trust
Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Chicago, United States
Founded: 1889
Glassdoor
Glassdoor: 3.9
WebsiteLinkedIn