About this role
About the Role Northern Trust Asset Management seeks a Strategist to lead the Financial Advisor Client Marketing team, reporting to the Head of Client Marketing. This hands-on, player/coach role partners with channel leaders to direct the development, direction and execution of campaigns that position and promote asset management capabilities, with the aim of driving advisor engagement and brand adoption. What You'll Do
- Act as a functional team lead for financial advisor marketing, providing strategic direction, prioritization, and guidance while partnering with the Head of Client Marketing to mentor team members and improve cross-team efficiencies.
- Create and lead integrated marketing campaigns that support revenue and business goals for Financial Advisor channels, aligning with business and sales priorities.
- Write campaign briefs and manage development of tactics across paid and owned media to support awareness, consideration, and lead generation; optimize based on results.
- Translate client and market insights into actionable multi-channel strategies, using data feedback to tailor messaging and outreach.
- Partner with the content team to execute thought leadership in collaboration with sales, product, and investment stakeholders, ensuring messaging supports engagement and business development goals.
- Maintain sales enablement collateral targeting key advisors, ensuring relevance and strategy alignment.
- Build and manage email and webinar campaigns in platforms like Marketo and On24, coordinating dissemination for timely delivery to target audiences.
- Execute project planning, milestone tracking, and cross-functional coordination to ensure timely delivery of initiatives.
- Deliver campaign performance reporting and data driven analysis to optimize strategy, drive accountability, and demonstrate ROI.
- Manage projects end to end with cross functional alignment and clear stakeholder communication.
- Drive measurable impact by focusing on lead generation, pipeline influence, and channel specific engagement across digital, content, and client events.
- Proactively generate new marketing ideas to elevate Asset Management presence with advisors and decision makers.
- Actively participate in and contribute to the development of the annual client marketing plan.
- Proactively lead ongoing partner communications around rollout, implementation, and results in partnership with Integrated Campaign Strategy team.
- Develop and maintain broad knowledge of competitive offerings, market trends, and industry developments specific to the Financial Advisor market.
- Conduct complex activities with significant financial, client, and internal business impact.
- Collaborate with cross functional teams including Senior Leaders to navigate and execute across levels of seniority. What Were Looking For
- 7-10+ years of experience with a focus on Financial Advisor marketing.
- Strong understanding of financial markets, investment solutions, and the needs of high-net-worth/ultra-high-net-worth individuals and financial advisors.
- Strong understanding of the advisor sales process and nuances of intermediary third party distribution channels including Wealth advisors, RIAs, wire houses, regional broker dealers, independent and bank channels.
- Proven experience managing or supporting cross functional marketing projects from planning through execution, with a strong attention to timing.
- Ability to partner with sales, product, and content stakeholders to drive growth and results. Industry Finance