CareerPlan

Manager, Financial Advisor Client Marketing

New York, NY, USFull-time$158k2026-10-06 → 2026-11-11
Hybrid

Core

Lead the Financial Advisor Client Marketing team to drive engagement, awareness, and adoption of Northern Trust Asset Management's investment products among financial advisors and intermediaries.

Role type

Manager, Financial Advisor Client Marketing (Team Lead/Player-Coach)

Builds

Integrated marketing campaigns, sales enablement collateral, email/webinar programs, and thought leadership content for Financial Advisor channels.

Domain

Wealth Management / Asset Management / Financial Services

Deliverable

product features

Required skills

Financial Advisor marketing strategy, cross-functional project management, campaign performance analysis, sales process knowledge, content strategy, marketing technology proficiency, team leadership, competitive market analysis

Preferred skills

Experience with wire house/RIA/bank channels, proficiency in Salesforce/Marketo/On24, social media management, strategic writing

Technologies

Marketo, On24, Salesforce, Eloqua, LinkedIn

Responsibilities

Provide strategic direction and mentorship to the marketing team, create and lead integrated marketing campaigns, write campaign briefs and manage tactics across paid/owned media, translate client insights into actionable strategies, partner on thought leadership execution, maintain sales enablement collateral, build and manage email/webinar campaigns, execute project planning and milestone tracking, deliver campaign performance reporting and ROI analysis, generate new marketing ideas, contribute to the annual client marketing plan, and maintain knowledge of competitive offerings and market trends.

Seniority

Manager, hands-on IC with team leadership