Head of Advisor Education Marketing Strategy at Northern Trust | Chicago, IL | $96K/yr – $162K/yr

Northern Trust

Head of Advisor Education Marketing Strategy

Chicago, IL (On-site)

$96K/yr – $162K/yrSenior Level10+ years expFull time

Posted 5 weeks ago

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Job Summary

Own the advisor education program by shaping multi-format content, scalable delivery, and segment-specific education that supports consultative client conversations and drives platform engagement.

Learning & Content Delivery: Build a multi-format curriculum and scalable self-serve resources for advisor audiences
Platform & Enablement: Create a dedicated hub and enable wholesalers with tools to drive awareness and engagement
Segment & Measurement: Define segments and KPIs, establish reporting cadence, and optimize channel mix

Job Description

Responsibilities\n

Develop and lead NTAM’s advisor engagement program strategy, ensuring alignment with distribution priorities and business objectives
Build a multi-format curriculum that addresses a broad spectrum of advisor needs
Create a scalable delivery model that supports the firm through self-serve digital resources, enables wholesaler-led engagement, and provides customized experiences for key audiences
Develop advisor- and client-facing program components across digital, print, and in-person formats based on program and experiential requirements
Partner with subject matter experts to develop content that translates technical concepts into clear, compelling, advisor-relevant education
Work closely with digital marketing partners to build a dedicated platform hub that drives awareness, following, and engagement among target advisors
Serve as the marketing partner to Advisor Distribution leadership, equipping wholesalers with tools and resources that support consultative client conversations
Develop segment-specific approaches (e.g., RIA growth-stage vs. established wirehouse practices) in close coordination with the field
Establish a reporting cadence to share initiative performance with marketing and sales leadership, using insights to refine program priorities, channel mix, and delivery approach over time
Define KPIs to measure performance, including CE completions, event participation, content consumption by segment, engagement quality, and pipeline influence

\nRequirements\n

10+ years of experience in asset management marketing, with meaningful experience in advisor education strategy and content creation
Deep familiarity with how advisors across RIA, wirehouse, and broker-dealer segments consume content and engage with asset manager education, events, and practice support
Demonstrated ability to develop and execute multi-format learning experiences at scale, including webinar series, in-person event materials, and self-serve digital resources
Superior content strategy skills and editorial judgment, with the ability to assess advisor needs and guide the creation of high-quality marketing assets
Ability to understand investment solutions and translate technical concepts into effective program content
Collaborative working style, with the ability to influence across Sales, Investments, Product, Compliance, and Marketing
Excellent written and verbal communication skills, high attention to detail, and comfort presenting to senior internal and external audiences
A “make it happen” attitude and the ability to work in a fast-paced, high-performing environment while engaging confidently with senior stakeholders

\nPreferred\n

Experience with CE-accredited programming and working knowledge of FINRA/CFP CE requirements
Experience presenting advisor education programs to advisor audiences; relevant licensing or credentials that support CE delivery and establish credibility are a plus

\nBenefits\n

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

Northern Trust

3.8 Glassdoor

As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity.A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence.Since our roots as a trust bank, we’ve grown to a global presence with more than 24,000 employees in more than 20 countries and across five core business units:Wealth ManagementAsset ManagementAsset ServicingTechnologyCorporate FunctionsJoin a Team That’s Made for GreaterAt Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you.As of December 31 2024, Northern Trust had: $16.8trillion assets under custody/administration $13.3trillion in assets under custody $1.6trillion in assets under management $156billion in banking assetsStay connected with us:NT Careers Facebook - https://www.facebook.com/ntcareers Northern Trust Instagram - https://www.instagram.com/northerntrustcompany/

Chicago, Illinois, USA

30K employees (423 in marketing)

www.northerntrust.com/about-us/careers

73% recommend to a friend

85% CEO approval