Senior Specialist, Wealth Management Marketing

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.

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.

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.