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
Analista de Marketing na Feel Alive projetando estratégias criativas e conteúdo digital. Focado em narrativas para conectar a marca ao público através de várias plataformas.
Junior Marketing Analyst at Globo managing integrated advertising projects across various platforms. Focused on creativity and analytics to enhance business opportunities.
Field Marketing Manager driving pipeline generation and customer engagement for Snowflake's Observability platform. Collaborating with sales leadership and executing integrated marketing campaigns across the West Coast.
Consultor(a) de Atendimento e Marketing no showroom Daikin em Belo Horizonte. Recepcionando clientes e apresentando um portfólio de produtos em climatização.
Marketing Manager at Emburse responsible for cross - sell campaigns targeting customer segments. Leading multi - channel marketing initiatives to optimize revenue and customer engagement.
Customer Lifecycle Marketing Manager for APAC driving customer engagement and expansion programs for a unified IT operations platform company. Collaborating with various teams to execute effective marketing strategies.
Head of Global Marketing at Körber Pharma Software responsible for marketing strategies and revenue growth. Leading an international marketing team within pharma and biotech industries.
Marketing intern supporting B2B marketing and communications at Bassetti, a leading software provider. Assisting in website management, social media content creation, and marketing campaigns.
Marketing Specialist in Berlin for Lexroom.ai managing events and campaigns within a fast - growing tech startup. Overseeing marketing initiatives to enhance brand presence and community growth.