Senior Specialist, Wealth Management Marketing

Northern Trust; Chicago (IL); On-site; USD 83,000 - 141,000; Full time

Job summary

Northern Trust is seeking a Senior Specialist, Wealth Management Marketing in Chicago to lead marketing programs that grow client relationships and brand presence. You will own strategic events, sponsorships, and philanthropy programs from concept to post-event evaluation, while collaborating with sales, relationship managers, and regional teams.

The role requires 5–7 years in marketing or events in financial services, a college degree, and strong project management and communication skills.

Qualifications

• 5–7 years of marketing, event management, business development, or related experience.
• A College or University degree and/or equivalent professional experience is preferred.
• Knowledge of Wealth Management clients, financial services products, marketing principles, and client engagement strategies.
• Strong project management and organizational skills to handle multiple initiatives and stakeholders.
• Demonstrated ability to lead complex events and marketing programs from concept through evaluation.
• Strong strategic thinking, problem-solving, and communication skills.
• Ability to build relationships across sales, relationship management, product, and marketing teams.
• Experience using data and analytics to measure marketing effectiveness and ROI.
• Proficiency with Microsoft 365 applications (PowerPoint, Excel, Outlook, Teams) and Adobe Creative Suite.
• Experience with Salesforce, Marketo, and event platforms preferred.

Responsibilities

• Operates independently and knows Wealth Management clients and marketing strategies.
• Leads strategy, planning, and execution of high-profile client experiences, sponsorships, and philanthropy programs from concept to evaluation.
• Sets best practices for event strategy and client experience across regional marketing initiatives.
• Manages multiple projects with timelines, stakeholders, logistics, and execution.
• Oversees marketing budgets, forecasts, and reporting to local leadership.
• Collaborates with RM, Market Leaders, and sales to align priorities and programs.
• Uses Salesforce and other tech to measure engagement and ROI.
• Develops digital marketing and lead generation with regional and national teams.
• Creates market-facing communications aligned with firm objectives.
• Manages vendor relationships to deliver programs cost-effectively.
• Shares insights with teams to improve marketing impact.

Skills

Marketing

Event management

Relationship management

Project management

Communication skills

Education

College degree

Tools

Microsoft 365

Adobe Creative Suite

Salesforce

Marketo

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.

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.
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.

Responsibilities

• 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.

Qualifications

• 5-7 years of marketing, event management, business development, or related experience, preferably within financial services or another relationship-driven industry.


• A College or University degree and/or equivalent professional experience is preferred.


• Knowledge of Wealth Management clients, financial services products, 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.

Salary Range

$83,100 - 141,300 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.