Senior Specialist, Wealth Management Marketing

001 The Northern Trust Company; Chicago (IL); Hybrid; USD 96,000 - 162,000; Full time

Benefits offered by this job

401k

Pension

Health benefits

Dental insurance

Vision insurance

Paid time off

Parental leave

Caregiver leave

Life insurance

Disability insurance

Job summary

Northern Trust is seeking a Senior Specialist, Wealth Management Marketing to drive strategy across markets, planning, and execution of high-profile client experiences and sponsorships. You will support digital marketing, lead generation, and performance tracking in collaboration with sales, relationship managers, and external partners.

As a hybrid role, you will work between the office and remote settings, coordinating marketing programs that strengthen client relationships and brand presence

Qualifications

• 5-7 years in marketing, events, business development, or related roles.
• Experience in financial services or relationship-driven industries preferred.
• Strong project management and organizational skills to manage multiple initiatives.
• Ability to lead complex events from concept through evaluation and ROI measurement.
• Excellent written and verbal communication for client-facing content.
• Experience using data/analytics to measure marketing effectiveness and inform decisions.
• Proficiency with Microsoft 365 apps (PowerPoint, Excel, Outlook, Teams) and Adobe Creative Suite.
• Experience with Salesforce, Marketo, event platforms or similar marketing tech.
• A college or university degree or equivalent experience preferred.

Responsibilities

• Leads strategy, planning, and execution of select high-profile client experiences, sponsorships, and philanthropy programs.
• Manages multiple projects across markets with timelines, stakeholders, logistics and execution.
• Oversees marketing budgets including forecasting, reconciliation, and reporting to local leadership.
• Partners with Relationship Managers and sales teams to identify priorities and develop programs for growth.
• Utilizes Salesforce and marketing tech to measure engagement, ROI, and performance.
• Develops digital marketing, lead generation, and audience development initiatives with regional/national teams.
• Creates market-facing communications and promotional content aligned with firm objectives.
• Builds relationships with vendors, venues, publications, and partners for cost-conscious programs.

Skills

Marketing strategy

Event management

Lead generation

Stakeholder management

Sales collaboration

Analytics

Education

Bachelor's degree

Tools

Salesforce

Marketo

Adobe Creative Suite

Microsoft 365

PowerPoint

Excel

Job description

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: Senior Specialist, Wealth Management Marketing

The Senior Specialist, Wealth Management Marketing is responsible for implementing marketing strategy across dedicated markets with a focus on planning and executing high-profile client experiences, sponsorships, and strategic philanthropy programs. Serves as the lead owner for select regional flagship events, overseeing strategy, planning, execution, measurement, and stakeholder management from concept through post-event evaluation. Supports digital marketing initiatives, lead generation efforts, and performance tracking. Partners closely with sales staff, marketing leadership, relationship managers, and external partners to deliver marketing programs that strengthen client relationships, enhance brand presence, and support business growth.

Key responsibilities of the role

• Operates independently and maintains in-depth knowledge of Wealth Management clients, business priorities, and marketing strategies.
• Leads the strategy, planning, and execution of select high-profile client experiences, sponsorships, and strategic philanthropy programs, serving as the primary owner from concept development through post-event evaluation.
• Establishes and promotes best practices for event strategy, client experience, and program execution, helping elevate the quality and consistency of regional marketing initiatives.
• Manages multiple projects simultaneously, driving timelines, stakeholder alignment, logistics, and execution across assigned markets.
• Oversees marketing budgets, including annual forecasting, monthly reconciliation, expense management, and reporting to local leadership.
• Partners with Relationship Managers, Market Leaders, and sales teams to identify business priorities and develop marketing programs that support growth, client engagement, and brand awareness.
• Leverages Salesforce and other marketing technologies to measure engagement, track ROI, monitor business results, and identify opportunities for improvement.
• Develops and executes digital marketing, lead generation, and audience development initiatives in partnership with regional and national marketing teams.
• Creates and coordinates market-facing communications, leadership messaging, public relations activities, and promotional content in alignment with firm and business objectives.
• Builds and manages relationships with vendors, venues, sponsorship partners, publications, and community organizations to deliver effective programs in a cost-conscious manner.
• Collaborates across Wealth Management, product, sales, and marketing teams to gather insights, share best practices, and ensure marketing activities support broader business objectives.

Skills/Qualifications

• Ability to travel occasionally (possibly 2 to 3 times a quarter)
• 5-7 years of marketing, event management, business development, or related experience, preferably within financial services or another relationship-driven industry.
• Knowledge of marketing principles and client engagement strategies acquired through education and relevant work experience.
• Strong project management and organizational skills with the ability to independently manage multiple high-profile initiatives, competing priorities, and stakeholders.
• Demonstrated ability to lead complex events and marketing programs from concept through execution, measurement, and post-event evaluation.
• Strong strategic thinking and problem-solving skills, with the ability to anticipate challenges, identify opportunities, and recommend solutions.
• Excellent written and verbal communication skills, including the ability to create compelling client-facing content and effectively communicate with senior business leaders.
• Ability to build strong relationships and influence partners across sales, relationship management, product, and marketing teams.
• Experience using data and analytics to measure marketing effectiveness, evaluate ROI, and inform future decision-making.
• Proficiency with Microsoft 365 applications including PowerPoint, Excel, Outlook, and Teams, as well as Adobe Creative Suite or comparable tools.
• Experience with Salesforce, Marketo, event management platforms, or other marketing technology solutions preferred.
• A College or University degree and/or equivalent professional experience is preferred.

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.

Salary Range

$95,600 - 162,400 USD Salary range is a good faith estimate of base pay.

Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve. Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Terms and Conditions

Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

APAC/INDIA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Canada EEO STATEMENT

Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected under federal, provincial, or local law, regulation, or ordinance.

EMEA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

USA EEO STATEMENT

It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S.)