Director of Global Wealth Management Content & Enablement

Northern Trust; Chicago (IL); On-site; USD 137,000 - 240,000; Full time

Job summary

Northern Trust in Chicago seeks a Content Director for Wealth Management Global Sales Enablement to lead strategy, development, and delivery of client-ready narratives and scalable enablement assets.

The role requires heavy emphasis on content governance, collaboration with Compliance and Legal, and the modernization of proposal content using AI-powered tools to win new business and deepen client relationships.

Qualifications

• 10+ years of experience in wealth management, asset management, financial services marketing, or sales enablement roles.
• Deep understanding of advisor-led sales models, client segmentation, and wealth planning/investment solutions.
• Proven track record of building and scaling content strategies that drive measurable sales outcomes.
• Strong executive communication and storytelling skills; ability to simplify complex concepts.
• Experience with enablement and content platforms (e.g., Seismic) and CRM tools (e.g., Salesforce).
• Experience leading proposal management, RFP, or consultant relations teams and implementing AI-enabled content management, knowledge management, or sales enablement technologies within a wealth management or financial services organization.
• Demonstrated ability to influence senior stakeholders and operate effectively in a matrixed, global organization.

Responsibilities

• Define and execute a global content strategy aligned to Wealth Management growth priorities, sales process, and client segments.
• Establish content governance, taxonomy, and lifecycle management to ensure consistency, compliance, and ease of access across platforms (e.g., Seismic, CRM tools).
• Partner with Compliance and Legal to ensure all materials meet regulatory requirements while maintaining commercial effectiveness.
• Develop scalable, field-ready content that supports growth including prospecting, discovery, proposal, and client retention.
• Equip Relationship Managers, Wealth Strategists, and client-facing teams with messaging, playbooks, pitch decks, and thought leadership tailored to priority themes (e.g., alternatives, estate planning, liquidity events, transitions).
• Drive adoption and utilization of content through training, campaigns, and integration into workflows.
• Lead the Wealth Management RFP, proposal, and due diligence content team, ensuring the delivery of high-quality, compelling, and commercially effective responses that support new business development, institutional consultant relationships, and competitive sales opportunities.
• Establish and maintain a centralized repository of approved content, client case studies, platform capabilities, and subject matter expertise to improve consistency, scalability, and response quality across all submissions.
• Partner closely with Sales, Investments, Marketing, Trust & Advisory, Banking, Compliance teams to develop differentiated proposal content that highlights Northern Trust's value proposition and competitive strengths.
• Drive the modernization of proposal and content management capabilities through scalable, AI-powered technologies, leveraging automation, content intelligence, and generative AI solutions to enhance productivity, accelerate response times, improve content relevance, and deliver a more personalized client experience.
• Define governance, processes, and performance metrics for proposal management, including win rates, response quality, turnaround times, content utilization, and operational efficiency.
• Collaborate with Sales Leadership, Marketing, Investments, Banking and Trust & Advisory to align content with commercial priorities and pipeline opportunities.
• Support senior leadership communications, including key initiatives, campaigns, and strategic programs.
• Establish KPIs for content effectiveness (e.g., adoption, engagement, influence on pipeline and conversion).
• Leverage data and feedback to continuously refine content strategy and improve impact.
• Incorporate insights from digital marketing, lead generation, and CRM systems to prioritize content investments.

Skills

Executive communication

Storytelling

Content strategy

Sales enablement

CRM proficiency

Tools

Seismic

Salesforce

Job description

Northern Trust in Chicago seeks a Content Director for Wealth Management Global Sales Enablement to lead strategy, development, and delivery of client-ready narratives and scalable enablement assets.

The role requires heavy emphasis on content governance, collaboration with Compliance and Legal, and the modernization of proposal content using AI-powered tools to win new business and deepen client relationships.