Director of Advisor Education Program Marketing Strategy

Northern Trust · Chicago · $114,700–$194,900 (stated in the posting)

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 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 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 The key responsibilities of the role include: Program Strategy & Design
Develop and lead Northern Trust Asset Management’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 a 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 through MQL to SQL conversion Required Qualifications
10+ years of experience in asset management marketing, with meaningful experience in advisor and practice management 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, with the ability to pick up the pen and craft assets when/where needed.
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: $114,700
194,900 U

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