Senior Specialist, Wealth Management Marketing

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) has guided the world’s most successful individuals, families, corporations and institutions since 1889. With over 24,000 partners and 135 years of financial experience, we serve sophisticated clients using leading technology and exceptional service.

About the role

The Senior Specialist, Wealth Management Marketing implements marketing strategy across dedicated markets, focusing on planning and executing high-profile client experiences, sponsorships, and strategic philanthropy programs. This role serves as the lead owner for select regional flagship events, overseeing strategy, planning, execution, measurement, and stakeholder management from concept through post-event evaluation. The position also supports digital marketing initiatives, lead generation efforts, and performance tracking while partnering closely with sales staff, marketing leadership, and relationship managers.

Responsibilities

• Operate independently with in-depth knowledge of Wealth Management clients, business priorities, and marketing strategies.
• Lead the strategy, planning, and execution of select high-profile client experiences, sponsorships, and strategic philanthropy programs as the primary owner from concept through post-event evaluation.
• Establish and promote best practices for event strategy, client experience, and program execution to elevate regional marketing initiatives.
• Manage multiple projects simultaneously, driving timelines, stakeholder alignment, logistics, and execution across assigned markets.
• Oversee marketing budgets, including annual forecasting, monthly reconciliation, expense management, and reporting to local leadership.
• Partner with Relationship Managers, Market Leaders, and sales teams to identify business priorities and develop marketing programs that support growth, client engagement, and brand awareness.
• Leverage Salesforce and other marketing technologies to measure engagement, track ROI, monitor business results, and identify opportunities for improvement.
• Develop and execute digital marketing, lead generation, and audience development initiatives in partnership with regional and national marketing teams.
• Create and coordinate market-facing communications, leadership messaging, public relations activities, and promotional content aligned with firm and business objectives.
• Build and manage relationships with vendors, venues, sponsorship partners, publications, and community organizations to deliver cost-effective programs.
• Collaborate across Wealth Management, product, sales, and marketing teams to gather insights, share best practices, and ensure marketing activities support broader business objectives.

Qualifications

• 5-7 years of marketing, event management, business development, or related experience, preferably within financial services or another relationship-driven industry.
• A College or University degree and/or equivalent professional experience is preferred.
• Knowledge of Wealth Management clients, financial services products, marketing principles, and client engagement strategies acquired through education and relevant work experience.
• Strong project management and organizational skills with the ability to independently manage multiple high-profile initiatives, competing priorities, and stakeholders.
• Demonstrated ability to lead complex events and marketing programs from concept through execution, measurement, and post-event evaluation.
• Strong strategic thinking and problem-solving skills, with the ability to anticipate challenges, identify opportunities, and recommend solutions.
• Excellent written and verbal communication skills, including creating compelling client-facing content and communicating effectively with senior business leaders.
• Ability to build strong relationships and influence partners across sales, relationship management, product, and marketing teams.
• Experience using data and analytics to measure marketing effectiveness, evaluate ROI, and inform future decision-making.
• Proficiency with Microsoft 365 applications including PowerPoint, Excel, Outlook, and Teams, as well as Adobe Creative Suite or comparable tools.
• Experience with Salesforce, Marketo, event management platforms, or other marketing technology solutions is preferred.

Pay

Salary range is $83,100 - 141,300 USD (good faith estimate of base pay). A discretionary bonus program may include an equity component.

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 and accident insurance.
• Other voluntary and well-being benefits.

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.