ZipRecruiter

Log In

1

Wealth Management Marketing Jobs (NOW HIRING)

Innovative CPA Group LLC

Marketing Manager

Shelton, CT · On-site

$75K - $125K/yr

Develop and execute marketing strategies for both the CPA and Wealth Management practices * Design, build, and manage targeted marketing campaigns across multiple channels (email, digital, direct ...

next page

Showing results 1-20

All JobsFinance and Insurance JobsFinancial Services JobsFinancial Planner JobsWealth Management Marketing Jobs

Wealth Management Marketing information

See salary details

$33K

$83.5K

$145.5K

How much do wealth management marketing jobs pay per year?

As of Sep 1, 2026, the average yearly pay for wealth management marketing in the United States is $83,488.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $98,000.00 per year, depending on experience, location, and employer.

What is a wealth management marketing?

A Wealth Management Marketing job involves creating and executing marketing strategies to attract and retain high-net-worth clients for financial advisory or wealth management firms. Professionals in this role develop branding, digital marketing, content strategies, and client engagement initiatives tailored to affluent individuals. They collaborate with financial advisors to communicate value propositions, maintain brand reputation, and drive business growth. The role often requires knowledge of finance, investment products, and regulatory compliance.

What are the typical daily responsibilities of a wealth management marketing professional?

In a Wealth Management Marketing position, your day-to-day tasks may include developing targeted marketing campaigns, analyzing market trends, and creating content to engage prospective and existing clients. You’ll often collaborate with financial advisors and product teams to tailor messaging that aligns with specific client segments. Other responsibilities may involve managing digital outreach, monitoring performance metrics, organizing client events, and supporting business development efforts. This dynamic workflow ensures the firm’s brand is well-represented and its high-value offerings reach the appropriate audiences.

What are the key skills and qualifications needed to thrive in wealth management marketing?

Success in Wealth Management Marketing requires expertise in financial products, market research, and campaign management, often supported by a degree in marketing, finance, or a related field. Familiarity with CRM systems, digital marketing platforms, analytics tools, and relevant certifications like FINRA licenses or CFP can be advantageous. Strong communication, relationship-building, and problem-solving skills set top candidates apart. These competencies are essential for effectively promoting services to high-net-worth clients and driving business growth in a competitive financial environment.

More about Wealth Management Marketing jobs

What cities are hiring for Wealth Management Marketing jobs?

Cities with the most Wealth Management Marketing job openings:

What are the most commonly searched types of Wealth Management Marketing jobs?

The most popular types of Wealth Management Marketing jobs are:

What states have the most Wealth Management Marketing jobs?

States with the most job openings for Wealth Management Marketing jobs include:

What job categories do people searching Wealth Management Marketing jobs look for?

The top searched job categories for Wealth Management Marketing jobs are:

Wealth Management Marketing jobs near you
Infographic showing various Wealth Management Marketing job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 83% In-person, and 17% Remote job distribution, with an average salary of $83,488 per year, or $40.1 per hour.

Senior Specialist, Wealth Management Marketing

Chicago, IL • On-site

Northern Trust

8.2

Company rating: 8.2 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

Good employer

Respectful managers

Learn more about Northern Trustexternal

$80K - $99K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Job description

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.
Responsibilities
  • 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.

Qualifications
  • 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.
  • Demonstrated ability to lead complex events and marketing programs from concept through execution, measurement, and post-event evaluation.
  • Strong strategic thinking and problem-solving skills, with the ability to anticipate challenges, identify opportunities, and recommend solutions.
  • Excellent written and verbal communication skills, including the ability to create compelling client-facing content and effectively communicate with senior business leaders.
  • Ability to build strong relationships and influence partners across sales, relationship management, product, and marketing teams.
  • Experience using data and analytics to measure marketing effectiveness, evaluate ROI, and inform future decision-making.
  • Proficiency with Microsoft 365 applications including PowerPoint, Excel, Outlook, and Teams, as well as Adobe Creative Suite or comparable tools.
  • Experience with Salesforce, Marketo, event management platforms, or other marketing technology solutions preferred.

Salary Range:
$83,100 - 141,300 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.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.

What Northern Trust employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply