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 ofnew marketingprocesses and workflows.
Work across Marketings 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.
Supportdirect-responsemarketing 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 tofacilitatemarketing 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 alignmentongoals and deliverables.
Marketing Support & Execution
Support planning and execution of virtual and in-person events including webinars and client engagement activities.
Assistin the development of marketing collateral presentations and content for various channels.
Monitor industry trends and the competitive landscape to inform marketing strategies.
Required Qualifications:
Bachelors degree.
24 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 whilemaintainingattention 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.
Proficiencyin the Microsoft Office Suite.
Preferred Qualifications:
Knowledge of the institutional and core wealth management landscape in financial services.
Understanding ofB2B2C 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:
$75000- $100000
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 supportinga superiorclient 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 throughthe buyingexperience.
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 isa 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 Applicants must be authorized to work for any employer in the U.S.
Required Experience:
IC
Financial Management for Individuals, Businesses, and Nonprofits