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.

Role/Department: Director of Advisor Education Program Marketing Strategy/Asset Management

Northern Trust Asset Management is seeking a Director of Advisor Education Program Marketing Strategy to lead the strategy and execution of our 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 our advisor education offering.

This role partners closely with the Wealth and Intermediary 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 key responsibilities of the role include:

• 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 practice management education is evolving, with a strong grasp of asset management trends and best practices in this area
• The ability to operate with strategic vision and executional rigor across a matrixed organization