Marketing Associate

About Cerity Partners

Cerity Partners is a leading, national registered investment advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. We manage $150+ billion in assets and are recognized by Barron's as one of the top 100 RIA firms in the nation.

The Opportunity

We are seeking a Marketing Associate to join our growing central marketing team. This role will support our institutional business (B2B), our core wealth management (B2C), and Cerity Partners Brand Marketing broadly. You will work closely with cross-functional teams to execute integrated marketing programs to high net-worth audiences. The ideal candidate is digitally savvy, highly organized, and excited to help build new processes within a dynamic environment.

Your Responsibilities Would Include

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 (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.
• Work and learn across the disciplinary pillars of Marketing, 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.
• Support direct response marketing 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 to facilitate marketing programs and 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 support alignment on goals and deliverables.

Marketing Support & Execution

• Support planning and execution of both virtual and in-person events, including webinars and client engagement activities.
• Assist in the development of marketing collateral, presentations, and content for various channels.
• Monitor industry trends and competitive landscape to inform marketing strategies.

Ideal Candidate Profile

• 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.

Preferred Experience

• Knowledge of the institutional and core wealth management landscape in financial services.
• Understanding of B2B2C 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.

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 supporting a superior client experience and retention.

We believe the job of marketing to be multi-faceted and to include:

• Building and sustaining a lasting and best of breed brand
• Creating demand across individuals, families, businesses, and prospective partners
• Moving prospects through the buying experience
• Partnering with advisors to accelerate their individual growth efforts
• Collaborating across business lines and applying tactics to accelerate business goals
• Fostering cohesion between internal culture and the external brand

Compensation

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• Salary range $75-100K annually
• 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 [email protected]. Applicants must be authorized to work for any employer in the U.S.

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 [email protected]. Applicants must be authorized to work for any employer in the U.S.