The posting
Position Summary:
Reporting to the Director of Practice Marketing, the Practice Marketing Coordinator is a foundational role within a high-performing, advisor-facing marketing team. The coordinator supports multiple marketing managers, helping to balance workload as needs shift. The position assists the operational and administrative infrastructure of the practice marketing function, including project tracking, meeting coordination, reporting, content management, and campaign support. This role will directly contribute to the quality and consistency of marketing engagement across Cerity Partners’ advisor practices nationwide.
The ideal candidate is an ambitious, highly organized, and detail-oriented marketer who thrives on structure, takes pride in follow-through, and is eager to build skills in wealth management marketing, CRM operations, and multi-stakeholder project coordination.
Primary Responsibilities
Project & Task Management
- Own day-to-day Asana management across practice marketing workstreams, including creating tasks, updating statuses, flagging deadlines, and keeping projects current.
- Maintain shared trackers, action item logs, and practice-level documentation across assigned markets.
- Coordinate deliverable timelines across internal teams, including design, digital, compliance, and operations.
Scheduling & Meeting Coordination
- Schedule and manage logistics for advisor calls, internal planning sessions, and Practice Marketing Forum touchpoints.
- Send agendas, prep materials, and post-meeting recaps to relevant stakeholders, and track follow-up commitments to completion.
Administrative & Operational Support
- Draft and send routine correspondence on behalf of the practice marketing team.
- Maintain and organize the Marketing Content Library, ensuring materials are current and advisor-ready.
- Support onboarding of new advisor practices with intake forms, templates, and initial documentation.
- Assist with ad hoc reporting requests from senior practice marketing leadership.
Event & Campaign Support
- Coordinate external event logistics, including invite list management, RSVP tracking, and post-event follow-up.
- Support email campaign deployment through the Advisor Self-Serve Portal, including list hygiene and QA checks.
- Maintain HubSpot contact and campaign records and pull HubSpot and Asana data for reporting, as directed by the marketing team.
Required Qualifications:
- Bachelor’s degree in business, marketing, communications, or a related field.
- 2 to 6 years of experience in a professional services environment (financial services, legal, consulting, accounting), or an agency.
- Demonstrated project management and workstream coordination experience, with the ability to manage multiple priorities simultaneously without losing accuracy or momentum.
- Highly organized, with exceptional attention to detail and a commitment to ensuring nothing falls through the cracks.
- Strong written and verbal communication skills, including comfort drafting professional emails and meeting recaps, and the ability to build relationships with internal stakeholders.
- Collaborative, proactive self-starter who welcomes feedback and works effectively in a fast-paced, cross-functional, multi-stakeholder environment.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint).
Preferred Qualifications:
- Experience with marketing automation or CRM platforms such as HubSpot or Salesforce.
- Experience with project management tools such as Asana.
- Familiarity with the wealth management landscape.
- Genuine interest in financial services and wealth management.
- Interest in building new processes and contributing to the growth of a central marketing function.
Compensation Range: $65,000 - $80,000/year
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. Our work includes:
- Building and sustaining a best-in-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 to accelerate business goals.
- Fostering cohesion between internal culture and the external brand.
Why Cerity Partners:
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:
- 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.
