Content Director, Wealth Management Global Sales Enablement

Key Responsibilities

Content Strategy & Governance

• Define and execute a global content strategy aligned to Wealth Management growth priorities, sales process, and client segments.
• Establish content governance, taxonomy, and lifecycle management to ensure consistency, compliance, and ease of access across platforms (e.g., Seismic, CRM tools).
• Partner with Compliance and Legal to ensure all materials meet regulatory requirements while maintaining commercial effectiveness.

Sales Enablement & Field Activation

• Develop scalable, field-ready content that supports growth including prospecting, discovery, proposal, and client retention.
• Equip Relationship Managers, Wealth Strategists, and client-facing teams with messaging, playbooks, pitch decks, and thought leadership tailored to priority themes (e.g., alternatives, estate planning, liquidity events, transitions).
• Drive adoption and utilization of content through training, campaigns, and integration into workflows.

RFP, Proposal Management & Enablement Technology

• Lead the Wealth Management RFP, proposal, and due diligence content team, ensuring the delivery of high-quality, compelling, and commercially effective responses that support new business development, institutional consultant relationships, and competitive sales opportunities.
• Establish and maintain a centralized repository of approved content, client case studies, platform capabilities, and subject matter expertise to improve consistency, scalability, and response quality across all submissions.
• Partner closely with Sales, Investments, Marketing, Trust & Advisory, Banking, Compliance teams to develop differentiated proposal content that highlights Northern Trust's value proposition and competitive strengths.
• Drive the modernization of proposal and content management capabilities through scalable, AI-powered technologies, leveraging automation, content intelligence, and generative AI solutions to enhance productivity, accelerate response times, improve content relevance, and deliver a more personalized client experience.
• Define governance, processes, and performance metrics for proposal management, including win rates, response quality, turnaround times, content utilization, and operational efficiency.

Cross-Functional Partnership

• Collaborate closely with Sales Leadership, Marketing, Investments, Banking and Trust & Advisory to align content with commercial priorities and pipeline opportunities.
• Support senior leadership communications, including key initiatives, campaigns, and strategic programs.

Performance Measurement & Optimization

• Establish KPIs for content effectiveness (e.g., adoption, engagement, influence on pipeline and conversion).
• Leverage data and feedback to continuously refine content strategy and improve impact.
• Incorporate insights from digital marketing, lead generation, and CRM systems to prioritize content investments.

Qualifications & Experience

• 10+ years of experience in wealth management, asset management, financial services marketing, or sales enablement roles.
• Deep understanding of advisor-led sales models, client segmentation, and wealth planning/investment solutions.
• Proven track record of building and scaling content strategies that drive measurable sales outcomes.
• Strong executive communication and storytelling skills; ability to simplify complex concepts.
• Experience with enablement and content platforms (e.g., Seismic) and CRM tools (e.g., Salesforce).
• Experience leading proposal management, RFP, or consultant relations teams and implementing AI-enabled content management, knowledge management, or sales enablement technologies within a wealth management or financial services organization.
• Demonstrated ability to influence senior stakeholders and operate effectively in a matrixed, global organization.

Salary Range

$137,400 - 240,400 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.