Advisor Education Marketing Strategist

Northern Trust; New York (NY); Hybrid; USD 115,000 - 195,000; Full time

Job summary

Northern Trust 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

Qualifications

• 10+ years of experience in asset management marketing with advisor education strategy.
• Deep familiarity with how advisors across segments consume content and engage with education.
• Ability to develop and execute multi-format learning experiences at scale.
• Superior content strategy, editoral judgment, and the ability to craft assets when needed.
• Understand investment solutions and translate concepts into effective program content.
• Collaborative across Sales, Investments, Product, Compliance, and Marketing.
• Excellent written and verbal communication, detail-oriented, comfortable with senior audiences.
• Make it happen attitude in a fast-paced environment with senior stakeholders.

Responsibilities

• Develop advisor engagement program strategy aligned with distribution priorities.
• Build a multi-format curriculum addressing a broad spectrum of advisor needs.
• Create a scalable delivery model for self-serve digital resources and events.
• Develop program components across digital, print, and in-person formats.
• Partner with SMEs to translate technical concepts into clear education.
• Collaborate with digital marketing to build a platform hub for awareness and engagement.
• Equip wholesalers with tools and resources to support client conversations.
• Develop segment-specific approaches with field coordination.
• Establish reporting cadence and define KPIs to measure program impact.

Skills

Advisor education expertise

Distribution strategy understanding

Practice management education

Content consumption insights

Asset management trends

Strategic vision

Execution in matrixed orgs

Multi-format learning design

Webinar & event materials

Editorial judgment

Job description

Northern Trust 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