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Executive Director Custom SMA Product Marketing

Northern Trust
Full-time
On-site
United States
πŸ“¦ Product Marketing

πŸ“Œ Core Information

πŸ”Ή Job Title: Executive Director Custom SMA Product Marketing

πŸ”Ή Company: Northern Trust

πŸ”Ή Location: Chicago, IL (Hybrid)

πŸ”Ή Job Type: Full-Time

πŸ”Ή Category: Asset Management Marketing

πŸ”Ή Date Posted: May 13, 2025

πŸ”Ή Experience Level: 10+ years

πŸ”Ή Remote Status: Hybrid

πŸš€ Job Overview

Key aspects of this role include:

  • Developing and executing marketing strategies for Custom SMA products
  • Launching new products and managing marketing content
  • Collaborating with senior stakeholders across investment, sales, and product teams
  • Driving product adoption and loyalty within key investor segments

ASSUMPTION: This role requires a strategic mindset, strong communication skills, and the ability to work effectively with cross-functional teams.

πŸ“‹ Key Responsibilities

βœ… Establish clear product marketing strategies for the custom SMA platform aligned with business goals and within budget.

βœ… Define product positioning and distill technical concepts into simple, compelling messages customized by client segment.

βœ… Lead new product launches, including development of value proposition and strategic competitive positioning for go-to market activities and materials.

βœ… Serve as SME for all marketing-related activities (advertising, campaigns, thought leadership, etc.).

βœ… Develop, direct, and manage product content across marketing assets and assist with value-add and thought leadership content.

βœ… Participate in salesforce training in relation to the use of marketing deliverables.

βœ… Ensure marketing materials meet all required regulatory obligations across all marketing constructs, distribution channels, and regions.

βœ… Assist Marketing Services team with maintaining, updating, distributing, and enhancing product-related updates as needed.

ASSUMPTION: This role requires strong project management skills, attention to detail, and the ability to manage multiple projects simultaneously.

🎯 Required Qualifications

Education: Bachelor's degree in Marketing, Business, or a related field. Advanced degree preferred.

Experience: 15+ years of asset management marketing experience, specifically with custom SMA and/or DI platforms and B2B concentration required.

Required Skills:

  • Strong communication skills (written and verbal)
  • Ability to craft product messaging that illustrates compelling, differentiated benefits
  • Strong product technical knowledge and ability to translate difficult/complex investment concepts into practical, applicable content and messaging
  • Exceptional interpersonal skills and ability to influence senior stakeholders
  • Strong commercial mindset and intellectual curiosity
  • Deep understanding of institutional, wealth, and intermediary client segments and their unique nuances, buy psychology, and sales cycles
  • Critical thinking and superior problem-solving abilities
  • Ability to multi-task and effectively manage multiple projects, stakeholders, and competing objectives
  • Strong understanding of US and International regulatory requirements/regulations

Preferred Skills:

  • Experience with marketing automation tools
  • Fluency in additional languages

ASSUMPTION: Candidates with experience in the asset management industry and a strong understanding of custom SMA products will be most successful in this role.

πŸ’° Compensation & Benefits

Salary Range: $114,700 - $194,900 USD (Estimated based on industry standards for the role, experience level, and location)

Benefits:

  • Retirement benefits (401k and pension)
  • Health and welfare benefits (medical, dental, vision, spending accounts, and disability)
  • Paid time off
  • Parental and caregiver leave
  • Life and accident insurance
  • Voluntary and well-being benefits
  • Discretionary bonus program

Working Hours: Full-time, typically Monday-Friday, 9:00 AM - 5:00 PM, with flexibility for hybrid work arrangement

ASSUMPTION: The salary range provided is an estimate and may vary based on the candidate's experience, skills, and the company's internal equity.

πŸ“Œ Applicant Insights

πŸ” Company Context

Industry: Investment Management

Company Size: 501-1,000 employees

Founded: 1889

Company Description:

  • Northern Trust is a globally recognized, award-winning financial institution
  • Provides innovative financial services and guidance to the world’s most successful individuals, families, and institutions
  • Committed to assisting the communities they serve

Company Specialties:

  • Equity
  • Fixed Income
  • Alternatives
  • Asset Allocation
  • ESG

Company Website: Northern Trust

ASSUMPTION: Northern Trust is a well-established company with a strong reputation in the investment management industry.

πŸ“Š Role Analysis

Career Level: Executive

Reporting Structure: Reports directly to the Head of Product Marketing, Asset Management Marketing

Work Arrangement: Hybrid (2-3 days per week in the office)

Growth Opportunities:

  • Potential to manage direct reports in the future
  • Opportunities to work on high-impact projects and collaborate with senior stakeholders
  • Career progression within the marketing department or broader organization

ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to develop leadership skills and advance their career.

🌍 Location & Work Environment

Office Type: Hybrid (50 South LaSalle Street, Chicago, IL)

Office Location(s): Chicago, IL

Geographic Context:

  • Chicago is a major city with a vibrant business environment
  • Home to numerous financial institutions and Fortune 500 companies
  • Offers a diverse range of cultural attractions, dining, and entertainment options

Work Schedule: Monday-Friday, 9:00 AM - 5:00 PM, with flexibility for hybrid work arrangement

ASSUMPTION: The hybrid work arrangement offers a good balance between in-office collaboration and remote work flexibility.

πŸ’Ό Interview & Application Insights

Typical Process:

  • Phone or video screen with the hiring manager
  • In-depth interview with the marketing team
  • Final interview with the Head of Product Marketing, Asset Management Marketing

Key Assessment Areas:

  • Marketing strategy and planning
  • Communication and presentation skills
  • Product knowledge and technical expertise
  • Problem-solving and critical thinking

Application Tips:

  • Tailor your resume and cover letter to highlight relevant experience and skills
  • Prepare examples of your marketing strategy, product positioning, and content development work
  • Research Northern Trust and the asset management industry to demonstrate your knowledge and enthusiasm

ATS Keywords: Custom SMA, Product Marketing, Asset Management, Marketing Strategy, Competitive Positioning, Client Segmentation, Sales Enablement, Thought Leadership, Regulatory Compliance, Marketing Content, Product Launch

ASSUMPTION: The interview process will focus on assessing the candidate's strategic thinking, communication skills, and product marketing expertise.

πŸ› οΈ Tools & Technologies

  • Marketing automation tools (e.g., Marketo, Pardot)
  • Content management systems (e.g., WordPress, Adobe Experience Manager)
  • Project management tools (e.g., Asana, Trello)
  • Microsoft Office Suite

ASSUMPTION: The specific tools and technologies used may vary depending on the candidate's role and responsibilities.

πŸ‘” Cultural Fit Considerations

Company Values:

  • Integrity
  • Respect
  • Excellence
  • Client Focus
  • Collaboration

Work Style:

  • Collaborative and team-oriented
  • Results-driven and focused on delivering high-quality work
  • Adaptable and open to feedback

Self-Assessment Questions:

  • How do you align with Northern Trust's core values?
  • How do you approach collaborating with cross-functional teams to achieve shared goals?
  • How do you stay up-to-date with industry trends and adapt your marketing strategies accordingly?

ASSUMPTION: Northern Trust values candidates who demonstrate strong cultural fit, with a focus on integrity, respect, and collaboration.

⚠️ Potential Challenges

  • Managing multiple projects and stakeholders simultaneously
  • Navigating a large, complex organization
  • Keeping up with industry trends and regulatory changes
  • Balancing in-office and remote work responsibilities

ASSUMPTION: These challenges can be overcome with strong project management skills, effective communication, and a proactive approach to staying informed and organized.

πŸ“ˆ Similar Roles Comparison

  • This role is unique in its focus on custom SMA products and tax-advantaged solutions
  • Similar roles in the industry may have a broader focus on asset management products or specific client segments
  • Career progression in this role may lead to leadership positions in product marketing or broader marketing management

ASSUMPTION: This role offers a unique opportunity to specialize in custom SMA product marketing and drive growth within a specific product area.

πŸ“ Sample Projects

  • Developing a comprehensive marketing strategy for a new custom SMA product launch
  • Creating targeted marketing content for institutional, wealth, and intermediary client segments
  • Managing a product launch campaign, including advertising, events, and thought leadership initiatives

ASSUMPTION: These sample projects illustrate the strategic, creative, and tactical aspects of the role, as well as the importance of understanding and addressing the unique needs of different client segments.

❓ Key Questions to Ask During Interview

  • What are the top priorities for this role in the first 90 days?
  • How does this role fit into the broader marketing strategy for Northern Trust Asset Management?
  • What opportunities are there for growth and development within this role and the organization?
  • How does Northern Trust support work-life balance for its employees?
  • What is the company's approach to diversity, equity, and inclusion?

ASSUMPTION: These questions demonstrate the candidate's interest in the role, the organization, and their long-term career goals.

πŸ“Œ Next Steps for Applicants

To apply for this position:

  • Submit your application through this link
  • Tailor your resume and cover letter to highlight your relevant experience and skills, with a focus on marketing strategy, product positioning, and content development
  • Prepare examples of your marketing strategy, product positioning, and content development work to showcase your expertise and accomplishments
  • Research Northern Trust and the asset management industry to demonstrate your knowledge and enthusiasm
  • Follow up with the hiring manager one week after submitting your application to express your interest and reiterate your qualifications

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.