Northern Trust

Head of Advisor Education Marketing Strategy

Northern Trust$95K — $162K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of experience in asset management marketing, with a focus on advisor education strategy and content creation.
  • Deep knowledge of advisor content consumption across RIA, wirehouse, and broker-dealer segments.
  • Proven track record in developing multi-format learning experiences, such as webinars and digital resources.
  • Strong content strategy and editorial judgment for creating high-quality marketing materials.
  • Ability to simplify complex investment concepts into applicable program content.

Responsibilities

  • Develop and lead advisor engagement program strategy aligned with distribution priorities.
  • Build a comprehensive curriculum addressing diverse advisor needs.
  • Create scalable delivery models including self-service and tailored experiences.
  • Generate advisor- and client-facing materials in various formats, leveraging subject matter expertise.
  • Collaborate with distribution leadership to equip wholesalers with support tools for client conversations.
  • Establish performance reporting and KPIs to assess initiative success and improve strategies.

Benefits

  • Comprehensive retirement benefits, including 401k and pension.
  • Health and welfare benefits, encompassing medical, dental, and vision care.
  • Paid time off and maternity/paternity leave policies.
  • Life and accident insurance, along with other voluntary benefits.
  • Access to a discretionary bonus program with potential equity options.
Full Job Description
Northern Trust Asset Management (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. This role 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. The ideal candidate will demonstrate: - Deep advisor education expertise, including knowledge of continuing education requirements - A strong understanding of the role advisor education plays in distribution strategy - Deep knowledge of advisor practice management and the challenges advisors face in growing their business - A nuanced understanding of advisor needs, engagement preferences, and content consumption behaviors - Current knowledge of how advisor education is evolving, with a strong grasp of asset management best practices in this area - The ability to operate with strategic vision and executional rigor across a matrixed organization Key Responsibilities Program Strategy & Design - 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 Content Development & Distribution - 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 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 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 - 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 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 Salary range is a good faith estimate of base pay. 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. Northern Trust also provides a discretionary bonus program that may include an equity component.

About Northern Trust

Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, and fiduciary and banking solutions to corporations, institutions, and affluent individuals. They have evolved with the changing needs of their clients and their world.

Northern Trust Careers

Joining Northern Trust means becoming part of a global financial services institution that is dedicated to providing expert guidance and innovative solutions to its clients. At Northern Trust, we pride ourselves on fostering a culture of leadership, diversity, and innovation, which makes us a premier destination for career growth in the financial industry.

Work You’ll Do

At Northern Trust, you will collaborate with some of the most talented professionals in the financial sector. Our team is committed to excellence and equipped with a diverse range of skills that contribute to our dynamic environment. Here, you will have the opportunity to lead projects that transform our services and drive significant value for our clients across the globe.

Explore Job Opportunities and Internships

Whether you are starting your career or looking to make a significant impact in the financial industry, Northern Trust offers a variety of job opportunities and internships that will help you achieve your professional goals. From entry-level positions to leadership roles, our company is actively hiring individuals who are passionate, curious, and driven to excel.

Innovative Work

Northern Trust is at the forefront of financial innovation. Our employees are encouraged to think creatively and leverage cutting-edge technologies to solve complex problems. By joining our team, you will work on pioneering solutions that redefine the standards of financial services.

Be Part of a Great Team

Our team at Northern Trust is more than just a group of employees – we are a community. We value collaboration, and our culture is built on mutual respect and a commitment to diversity and inclusion. Working with us, you will experience a supportive network that is passionate about sharing knowledge and ideas.

Future-Proof Your Career

Northern Trust is dedicated to your professional development. We offer comprehensive benefits, diversity training, and numerous resources to help you grow your career. With our support, you can expand your skills, gain valuable experience, and achieve professional certifications that will enhance your career trajectory.

Stay Connected

Join Our Team

Discover the perfect role for you at Northern Trust by exploring our current job openings that match your skills and interests. We are looking for professionals who are solution-driven and eager to contribute to our legacy of financial excellence.

Keep Up to Date

Stay informed with the latest career tips, industry insights, and professional growth opportunities—all available through our careers blog. At Northern Trust, we ensure that our team members are always ahead in the industry.

Job Alert Emails

Customize your experience by subscribing to job alerts and insider tips tailored to your preferences. At Northern Trust, exciting and rewarding opportunities are always on the horizon, and we are eager to see where your talents can take us. Join Northern Trust today and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Here, every position is a chance to contribute to something bigger and to turn your job into a meaningful career.
Learn more about Northern Trust
Size
21,100 employees
Market Cap
$18.1 billion
Industry
Net Income
$1.2 billion
Founded
1889
5 Year Trend
+4.9%
Revenue
$6.1 billion
NASDAQ

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