Primary Responsibilities:
Project & Workstream Management
Manage marketing projects, ensuring deliverables are met on time and within scope.
Coordinate workstreams across branding, demand generation, customer experience, digital marketing, and events.
Maintain project timelines, track progress, and prepare updates for internal stakeholders.
Support the development and documentation of new marketing processes and workflows.
Work across Marketing’s disciplinary pillars, including Growth, Content, Operations, Institutional, and Core Wealth practice development.
Digital Marketing & Lead Generation
Support digital marketing workplans focused on brand awareness and lead generation.
Support direct-response marketing initiatives and track campaign performance metrics.
Collaborate on marketing automation and CRM initiatives to enhance lead nurturing.
Stakeholder Collaboration
Partner with business development teams, advisors, and practice leaders to facilitate marketing programs aligned with business priorities.
Work cross-functionally with brand, creative, content, and practice development teams to execute integrated campaigns.
Serve as a liaison between Marketing and other departments to ensure alignment on goals and deliverables.
Marketing Support & Execution
Support planning and execution of virtual and in-person events, including webinars and client engagement activities.
Assist in the development of marketing collateral, presentations, and content for various channels.
Monitor industry trends and the competitive landscape to inform marketing strategies.
Required Qualifications:
Bachelor’s degree.
2–4 years of marketing experience with a strong focus on project management and workstream coordination.
Background in agency, professional services (consulting, legal, accounting), or financial services.
Experience with digital marketing and lead generation.
Proven ability to work effectively in a cross-functional environment.
Strong organizational skills with the ability to manage multiple projects simultaneously while maintaining attention to detail.
Excellent communication and interpersonal skills, with the ability to build relationships with internal stakeholders.
Self-starter with a proactive mindset and the ability to work independently.
Team player with a growth mindset who welcomes feedback and pursues continuous improvement.
Ability to think critically and creatively in a fast-paced work environment.
Proficiency in the Microsoft Office Suite.
Preferred Qualifications:
Knowledge of the institutional and core wealth management landscape in financial services.
Understanding of B2B2C marketing strategies, including account-based marketing and persona-driven campaigns.
Experience with marketing automation platforms (e.g., HubSpot) and CRM systems (e.g., Salesforce).
Experience with Asana for project management.
Passion for building new processes and contributing to the growth of a central marketing function.
Compensation Range:
$75,000 - $100,000
The Team
The Cerity Partners marketing team touches all aspects of brand, performance marketing, content, and communications across the firm. The team serves as an accelerant to the business – from driving awareness of our services to supporting a superior client experience and retention. Our work includes:
Building and sustaining a best-in-breed brand
Creating demand across individuals, families, businesses, and prospective partners.
Moving prospects through the buying experience.
Partnering with advisors to accelerate their individual growth efforts.
Collaborating across business lines to accelerate business goals.
Fostering cohesion between internal culture and the external brand.
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
Top Skills
Cerity Partners New York, New York, USA Office
99 Park Ave, New York, NY, United States, 10022
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