Job Description

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 world’s 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 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Role/Department: Sr Wealth Client Marketing Associate/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.

The Sr. Wealth Client Marketing Associate will serve as a Wealth and Intermediary channel marketing expert and advocate with the aim of expanding and deepening the relationship with our advisor clients. Reporting to the Head of Wealth Client Marketing, this role will act as an active business partner to this channel and proactively lead the development, direction and execution of the overall marketing and communications strategy for the channel to 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 the Northern Trust Asset Management brand.

The key responsibilities of the role include:

·       Help implement marketing plans to achieve business, channel and corporate objectives, while effectively managing brand and reputational risk. Oversees planning, development and execution of short- and long-range goals for the channel.
·       Create effective commercial messaging for and manage development of campaign tactics across paid and owned media outreach to support the business and targeted campaigns and continually build the brand.
·       Build and manage email campaigns in distribution platforms (i.e., Marketo, Poppulo) and coordinate dissemination across relevant platforms to ensure timely and effective campaign delivery to target audiences.
·       Maintain sales enablement collateral targeting key advisors, ensuring relevance and strategy alignment.
·       Develop internal communications and reporting to keep marketing and distribution partners up to date with marketing plans, campaign performance, and new sales enablement.
·       Track and analyze key performance metrics across channel marketing campaigns to identify areas of success and improvement; deliver insights and reporting to inform decision-making.
·       Contribute to strategic brainstorming sessions and support the development of innovative campaign ideas tailored to advisors.
·       Assist in project planning, milestone tracking, and cross-functional coordination to ensure timely and efficient delivery of marketing initiatives.
·       Demonstrate initiative and creativity in independently recommending and implementing marketing solutions. Analyze costs impacting marketing decisions and other related issues and develops cost effective solutions to marketing issues.
·       Develop and maintain broad knowledge of competitive offerings, market trends, and industry developments specific to the business area – specifically social media and digital marketing outlets.
·       Carries out complex activities with significant financial, client, and/or internal business impact.
·       Participates in and collaborates with cross functional working teams, including Senior Management, with the ability to navigate and execute effectively across various levels of seniority.

Skills/Qualifications:

·       5-7 years of experience in marketing, ideally within asset management, or financial services.
·       Proven experience managing or supporting cross-functional marketing projects from planning through execution, with a strong attention to timelines and detail.
·       Ability to build and manage email campaigns in Marketo and coordinate distribution across relevant platforms to ensure timely and effective campaign delivery to target audiences.
·       Experience managing and optimizing content across professional social media platforms (e.g., LinkedIn), with a strong understanding of tone, timing, and audience engagement strategies.
·       Strong written and verbal communication skills, including promotional and technical writing skills that can be applied effectively to collateral development and advertising headline and copy writing as needed. 
·       Comfortable analyzing marketing data and campaign performance metrics to generate actionable insights and inform future strategy.
·       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.
·       Successful experience working in a fast-paced, results-driven environment, with a proven ability to think analytically and creatively.
·       Superior interpersonal skills - including the ability to work effectively in various team settings and influence senior partners is critical.
·        Results-driven individual with excellent 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.