Head of Advisor Education Marketing Strategy

About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
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
Working Model: Hybrid (#LI-Hybrid)
We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.
#LI-EA1
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.
Work Authorization
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.