Head of Advisor Education Marketing Strategy

About Northern Trust

Northern Trust (Nasdaq: NTRS) is a global leader in innovative wealth management, asset servicing, asset management, and banking services. Founded in 1889, Northern Trust is guided by three Principles That Endure: Service, Expertise, and Integrity. These principles are reflected in the firm's commitment to its partners, clients, and the communities it serves worldwide.

Head of Advisor Education Marketing Strategy

Job Summary: The Head of Advisor Education Marketing Strategy will lead the development and execution of NTAM’s advisor education platform, focusing on creating a best-in-class curriculum of programs, experiences, and content that enhances advisor knowledge, strengthens their practices, and improves client service.

• Key Responsibilities:
• Develop and lead NTAM’s advisor engagement program strategy, aligning with distribution priorities and business objectives.
• Create a multi-format curriculum addressing a broad spectrum of advisor needs.
• Develop advisor- and client-facing program components across digital, print, and in-person formats.
• 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.
• Partners closely with the Wealth Client Group (WCG) distribution team leaders, internal and external subject matter experts, and marketing partners to define effective strategies, translate those strategies into compelling curriculum, and deliver engaging advisor- and client-facing experiences and materials.
• Field enablement & distribution partnership: Serve as the marketing partner to Advisor Distribution leadership, equipping wholesalers with tools and resources that support consultative client conversations.
• Segment-specific approaches: Develop segment-specific approaches in close coordination with the field.
• Measurement & stakeholder reporting: 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.

Qualifications

• Required Qualifications:
• 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.
• The ability to understand investment solutions and translate technical concepts into effective program content.
• A 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.

Preferred Qualifications

• 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.

Salary Range

$95,600 - 162,400 USD

Benefits

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.