Wealth Client Sr Strategist, Asset Managment Marketing

Northern Trust

New York, NY

Full Time

Senior

132k-224k

about 1 month ago

Job Description

About the Role

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. The role of Wealth Client Sr Strategist within Asset Management Marketing involves developing and executing integrated marketing campaigns to engage financial professionals and their clients across Wealth and Intermediary segments, working collaboratively across sales, product, and content teams to drive growth and differentiation.

Key Responsibilities

Create and lead integrated marketing campaigns that support revenue and business goals for the Wealth and Intermediary channels, ensuring alignment with business and sales priorities
Translate client and market insights/needs into actionable strategies across multi-channel platforms, using data/feedback to tailor messaging and prioritize outreach
Own the thought leadership strategy in close collaboration with client sales team and key stakeholders/leadership, ensuring all messaging supports advisor conversations and business development
Deliver campaign performance reporting and data-driven analysis to optimize strategy, drive accountability, and demonstrate ROI
Manage projects end-to-end, ensuring timely execution, cross-functional alignment, and clear communication across stakeholders
Drive measurable impact from initiatives by focusing on lead generation, pipeline influence, and channel-specific engagement across digital platforms, content creation, and client events
Proactively generate new marketing ideas to elevate NTAM's presence and relevance with advisors and key decision-makers

Requirements

7-15 years of experience in asset or wealth management, with a focus on marketing, product, or client engagement roles
Strong understanding of financial markets, investment solutions, and the needs of high-net-worth individuals and financial advisors
Demonstrated ability to manage cross-functional initiatives and execute campaigns that drive measurable results
Excellent written and verbal communication skills

Nice to Have

Experience with multi-channel marketing strategies
Knowledge of investor behavior and the advisor landscape
Ability to translate insights into results-driven initiatives

Qualifications

Educational background is not explicitly specified, but extensive experience in asset or wealth management is required

Benefits & Perks

Comprehensive benefits package including retirement benefits (401k and pension)
Health and welfare benefits (medical, dental, vision, spending accounts, disability)
Paid time off, parental and caregiver leave, life & accident insurance
Discretionary bonus program that may include an equity component

Working at Northern Trust

As a Northern Trust partner, you will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and the company is committed to assisting the communities it serves. Northern Trust values an inclusive workplace and offers flexible working arrangements to accommodate individual needs.

Apply Now