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Cerity Partners · 1 day ago

Marketing Manager

Saratoga Springs, NY

Full-time

Hybrid

Mid, Senior Level

$90K/yr - $125K/yr

7+ years exp

Cerity Partners is a professional services firm seeking a Marketing Manager to work closely with senior leadership and advisor teams. The role involves developing integrated marketing strategies, managing campaigns, and ensuring alignment with business goals to drive measurable growth.

BankingFinanceFinancial Services

Responsibilities

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

Partner with advisors on campaign execution, including content development, email and social campaigns, events, and client communications, while maintaining strategic alignment and brand consistency

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

Maintain ongoing accountability for results, tracking performance metrics and adjusting strategies to optimize outcomes

In partnership with the advisor teams, quarterback the end-to-end development of integrated marketing initiatives across digital, social, content, and events

Partner with internal CP teams to coordinate deliverables, timelines, and quality control across multiple concurrent projects

Use data and analytics to measure engagement, demonstrate ROI, and continuously improve marketing efforts

Stay current on industry trends and competitor activity, bringing fresh, high-value ideas to advisor teams and firm leadership

Act as a connector between advisor teams and the firmwide marketing function, ensuring alignment with overall strategy and best practices

Maintain deep understanding of the wealth management and financial advisory landscape, client expectations, and marketing compliance considerations

Manage and refresh materials within the Marketing Content Library, ensuring all content is accurate, current, and optimized for advisor use

Capture successful campaigns, case studies, and marketing wins to share firmwide and replicate across markets

Perform ad hoc projects for Director of Practice Marketing as required

Qualification

Integrated marketing strategyWealth management experienceCRMMarketing automationData analyticsContent developmentBusiness acumenProject managementCommunication skillsSelf-starter

Required

Bachelor's degree in Marketing, Communications, or related field

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

Confident advisor to senior stakeholders with strong business acumen and the ability to challenge assumptions and guide direction

Skilled at developing integrated, multi-channel marketing plans that align with firmwide goals and deliver ROI

Self-starter who anticipates needs, identifies opportunities, and proactively moves initiatives forward without waiting for direction

Comfortable leading cross-functional discussions, influencing outcomes, and holding others accountable to deadlines and quality standards

Understanding of digital, content, event, and social marketing best practices, with the ability to connect tactics to overall strategy

Hands-on experience managing CRM and marketing automation platforms

Adept at using tools to track engagement, optimize performance, and communicate results to senior leaders

Experience building performance reports that link marketing activity to revenue, KPIs, and client engagement metrics

Demonstrated ability to translate data into actionable insights that drive decision-making and continuous improvement

Demonstrated ability to communicate marketing impact in clear, business-relevant terms

Exceptional written and verbal communication skills. Able to synthesize complex ideas into clear, compelling narratives

Highly organized, accountable, and deadline-driven with exceptional attention to detail and accuracy

Skilled at managing multiple priorities and maintaining momentum in a fast-paced environment

Natural leader who takes ownership and sees what needs to be done and makes it happen

Preferred

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