About the role

  • Marketing Associate supporting institutional business and core wealth management at Cerity Partners. Executing integrated marketing programs with a cross-functional team in a dynamic environment.

Responsibilities

  • Manage marketing projects, ensuring deliverables are met on time and within scope.
  • Coordinate workstreams across branding, demand generation, customer experience, digital marketing, and events (both digital and in-person).
  • Maintain project timelines, track progress, and prepare updates for internal stakeholders.
  • Support the development and documentation of new marketing processes and workflows.
  • Support digital marketing workplans focused on brand awareness and lead generation.
  • Collaborate on marketing automation and CRM initiatives to enhance lead nurturing.
  • Partner with business development teams, advisors, and practice leaders to facilitate marketing programs and business priorities.
  • Support planning and execution of both virtual and in-person events, including webinars and client engagement activities.
  • Monitor industry trends and competitive landscape to inform marketing strategies.

Requirements

  • 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 an ability to build relationships with internal stakeholders.
  • Self-starter with a proactive mindset and ability to work independently.
  • Team player who leaves their ego at the door and has a growth mindset, welcoming feedback with the goal of continuous improvement.
  • Ability to think critically and creatively in a fast-paced work environment.
  • Proficiency across the Microsoft Office Suite.

Benefits

  • 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

Job title

Marketing Associate

Job type

Experience level

JuniorMid level

Salary

$75,000 - $100,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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