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
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