Dallas, TX, USA
28 days ago
Sr Specialist Regional Marketing, Wealth Management

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Senior Specialist Regional Marketing – Wealth Management 

Responsible for the implementation of marketing strategy for dedicated markets.  Manages events, sponsorship and strategic philanthropy programs.  Run digital marketing activities including supporting lead generation and tracking performance.  Works with the sales staff, marketing directors and relationship managers to promote marketing campaigns and programs.  

 

Operates independently and has in-depth knowledge of Wealth Management business unit. Excellent project management skills and can efficiently support multiple markets. Manage budgeting process, including yearly forecasting, monthly reconciliation and provide status updates to local leadership. Conceptualize, develop and executive both in-person and virtual events for target personas. Lead local representation for both regional and nationally produced events. Leverage Salesforce and other database software to track engagement and ROI. Assist on local marketing communications including marketing updates, public relations efforts and local leadership messages in conjunction with our national marketing team. Develop relationships with external vendors, publications, and venues to utilize and promote Northern Trust services in a cost-effective manner. Interacts with various areas of the bank, including product and sales areas, to gather data for creation of marketing strategies and content. Works with the sales staff, WM marketing directors and relationship managers to promote marketing campaigns and programs. Monitors response rates and business results. 

 

 

 

Qualifications  

5-7+ years of marketing or sales experience, including financial services experience.  

A College or University degree and/or relevant proven work experience is preferred.  

Knowledge of financial industry consumer products and services and marketing concepts, acquired through related work experience and formal education, is required.  

Solid project management, organizational and multi-tasking skills needed to manage a variety of ongoing projects. 

Creativity and good writing skills for both client and partner communications.  

Strong interpersonal skills are needed to interface with partners throughout the organization.  

Computer skills including Microsoft 365 with a focus on PowerPoint, Outlook, Teams & Excel as well as Adobe to create materials.   

Experience with Marketo & On24 (or comparable virtual event platform) a plus 

In office 

This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite. 

 

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Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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