Institutional Marketing Lead

Cerity Partners; New York, Northern (NY, KY); On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

Health insurance (day 1)

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance

Community involvement

Commuter benefits

Job summary

Cerity Partners seeks a senior Institutional Marketing Lead in New York to own integrated marketing strategy across institutional and corporate practices, building multi-channel campaigns and managing stakeholder relationships with endowments, foundations, nonprofits, and pension plans.

The role includes leading a small team, developing annual plans with KPIs and budgets, and partnering with content and digital teams to drive awareness, engagement and measurable growth for Cerity Partners.

Qualifications

• 15-20 years of experience in institutional marketing, with a background in financial services, wealth management, or asset management.
• Experience marketing to the institutional buyer, including endowments, foundations, and nonprofits, is required.
• Proven experience managing and leading a team of colleagues is required.
• Demonstrated ability to run a rigorous tracking and reporting system across multiple concurrent workstreams, while meeting deadlines and surfacing dependencies proactively.
• Proven excellence in complex stakeholder management, including the organizational discipline to manage competing stakeholder priorities without dropping commitments.

Responsibilities

• Develop annual marketing plans for 4-5 institutional/B2B business areas (including campaigns, KPIs, and budgets aligned to business goals)
• Generate deep, trusted and proactive relationships with business leaders and teams
• Leverage foundational and innovative omni-channel marketing to drive awareness and generate business
• Work with the Content team to craft compelling, high-value content and organic marketing tactics to engage target audiences.
• Work closely with the Digital Team on paid media to support reach and acquisition.
• Identify opportunities for earned media and strategic partnership across business lines
• Generate creative marketing ideas to test and learn for growth.
• Project manage all facets of work, adhering to deadlines and moving initiatives forward while managing expectations
• Directly manage, delegate to, and develop a team of colleagues with clear ownership of specific deliverables per business line and regular review of output quality and timeliness.
• Establish KPIs, track performance, and deliver monthly dashboards to stakeholders, CMO, and leadership.

Skills

Institutional marketing

Team leadership

Stakeholder management

Data-driven updates

Integrated campaigns

Job description

Position Summary

The Institutional Marketing Lead is a pivotal component of the firm’s growth strategy. This is a role for a senior marketer who will own integrated marketing strategy, execution, and relationship management across the firm's institutional and corporate practices. It requires a deep understanding of institutional and corporate buyers and stakeholders — including experience with endowments and foundations, non-profits, corporate retirement plans, and venture capital programs. The right candidate will have the ability to create cohesive, multi-channel marketing plans that drive engagement and measurable impact while contributing to tactical work and building a team.

Primary Responsibilities

• Develop annual marketing plans for 4-5 institutional/B2B business areas (including campaigns, KPIs, and budgets aligned to business goals)
• Generate deep, trusted and proactive relationships with business leaders and teams
• Leverage foundational and innovative omni-channel marketing to drive awareness and generate business
• Work with the Content team to craft compelling, high-value content and organic marketing tactics to engage target audiences.
• Work closely with the Digital Team on paid media to support reach and acquisition.
• Identify opportunities for earned media and strategic partnership across business lines
• Generate creative marketing ideas to test and learn for growth.
• Project manage all facets of work, adhering to deadlines and moving initiatives forward while managing expectations
• Directly manage, delegate to, and develop a team of colleagues with clear ownership of specific deliverables per business line and regular review of output quality and timeliness.
• Establish KPIs, track performance, and deliver monthly dashboards to stakeholders, CMO, and leadership.

Required Qualifications

• 15-20 years of experience in institutional marketing, with a background in financial services, wealth management, or asset management.
• Experience marketing to the institutional buyer, including endowments, foundations, and nonprofits, is required.
• Proven experience managing and leading a team of colleagues is required.
• Demonstrated ability to run a rigorous tracking and reporting system across multiple concurrent workstreams, while meeting deadlines and surfacing dependencies proactively.
• Proven excellence in complex stakeholder management, including the organizational discipline to manage competing stakeholder priorities without dropping commitments.
• Ability to provide data-supported updates and craft compelling presentations to bring on‑marketing stakeholders along.
• Proven ability leading integrated campaigns with measurable results in lead generation, brand recognition, and client engagement.
• Experience with the venture capital industry and/or retirement/public pension plans preferred.
• Strong storytelling skills, ability to consume financial concepts and create compelling content.
• Ability to work independently, resourcefully, and creatively in a lean marketing environment.
• Familiarity with marketing tech‑stack, vendors, and tools.
• Superior written and verbal communications skills, ability to communicate succinctly with busy stakeholders.
• Experience working in a complex and growing matrixed organization.

Compensation Range

$180,000 - $220,000

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 through 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

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 [e-mail]. Applicants must be authorized to work for any employer in the U.S.

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well‑being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in‑house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.