Head of Advisor Education Marketing Strategy

Job title: Head of Advisor Education Marketing Strategy

About the Role NTAM is seeking a Head of Advisor Education Marketing Strategy to lead the strategy and execution of NTAM’s advisor education platform. Reporting to the Head of Client Marketing, this role will develop a best-in-class curriculum of programs, experiences, and content that helps advisors expand their knowledge, strengthen their practices, and better serve clients. The leader’s goal is to deepen engagement with client-facing teams, strengthen advisor relationships, and enhance the perceived value of NTAM’s advisor education offering.

What You'll Do

• 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.
• Field Enablement & Distribution Partnership: 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.

What We're Looking For

• 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.

Nice to Have

• 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.

Compensation & Benefits

• Salary range: $95,600 - $162,400 USD.
• 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.