Marketing Manager delivering integrated marketing strategies and measurable results for financial advisory firm Cerity Partners. Advising senior stakeholders and executing marketing initiatives across various channels.
Responsibilities
Reporting to the Director of Practice Marketing, this role requires someone who combines strong business acumen with a proactive, hands-on approach.
Serve as a trusted marketing advisor and hands-on partner to advisor teams, helping them define goals, prioritize initiatives, and execute programs that drive measurable growth.
Lead and facilitate planning sessions to uncover business objectives, target audiences, and growth opportunities, then translate those discussions into clear, actionable marketing plans.
Develop and manage annual marketing plans that combine strategic focus with tactical execution, ensuring all initiatives tie directly to firm and advisor business goals.
Anticipate needs and proactively suggest new marketing ideas, events, and client/COI engagement opportunities based on market trends, advisor priorities and best practices occurring on other advisor teams.
In partnership with the advisor teams, quarterback the end-to-end development of integrated marketing initiatives across digital, social, content, and events.
Act as a connector between advisor teams and the firmwide marketing function, ensuring alignment with overall strategy and best practices.
Requirements
Bachelor’s degree in Marketing, Communications, or related field
MBA preferred; strong business acumen with ability to align marketing to firm strategy
7-10 years of progressive marketing experience in professional or financial services with direct experience in wealth management or financial advisory highly preferred
Demonstrated success leading integrated marketing initiatives that drive measurable business results
Ability to travel up to 15%.
Proven ability to own and drive marketing strategy from concept through execution.
Understanding of digital, content, event, and social marketing best practices, with the ability to connect tactics to overall strategy.
Experience building performance reports that link marketing activity to revenue, KPIs, and client engagement metrics.
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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