Marketing Manager

Cerity Partners Management LLC; Palo Alto (CA); Presencial; USD 150.000 - 170.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health, dental, and vision insurance –

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance

Community involvement

Commuter benefits

Descripción de la vacante

Cerity Partners is seeking a Marketing Manager to partner with advisor teams, translate business goals into actionable plans, and drive growth through integrated campaigns. You will lead cross-functional efforts across digital, content, events, and social channels, while maintaining brand consistency and data-driven performance.

The role requires 7–10 years in marketing within professional or financial services, strong strategic thinking, and the ability to influence senior stakeholders.

Formación

• 7–10 years of progressive marketing experience in professional or financial services.
• Ability to translate business goals into integrated marketing strategies.
• Experience leading multi-channel campaigns across digital, content, events, and social.
• Willingness to travel up to 15% and advise senior stakeholders.

Responsabilidades

• Partner with advisor teams to define goals and execute programs that drive measurable growth.
• Develop annual marketing plans tying initiatives to firm and advisor goals.
• Oversee end-to-end marketing initiatives across digital, social, content, and events.
• Maintain content library and share best practices across markets.

Conocimientos

Strategic marketing

Stakeholder advisory

Campaign execution

Cross-functional leadership

Educación

Bachelor's degree in Marketing/Communications

MBA or Master's degree (preferred)

Herramientas

HubSpot

Salesforce

Asana

Descripción del empleo

Position Summary

Reporting to the Director of Practice Marketing, this is a highly visible role that works directly with senior leadership and advisor teams across the firm. We are seeking a strategic, self-directed Marketing Manager who can operate as both a trusted advisor and executional partner for our advisor teams. This role requires someone who combines strong business acumen with a proactive, hands-on approach, is able to see the big picture, takes ownership, and moves initiatives forward. The ideal candidate will have 7-10 years of marketing experience within professional or financial services and a demonstrated ability to translate business goals into integrated marketing strategies and measurable results. This person will be equally comfortable advising senior stakeholders and rolling up their sleeves to assist in campaign execution. Success in this role requires intellectual curiosity, resourcefulness, and an instinct for anticipating needs before they arise.

Primary Responsibilities

Advisor Team Partnership 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.

Integrated Marketing & Campaigns

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.

Content & Knowledge Management

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.

Required Qualifications

Education & Experience Bachelor’s degree in Marketing, Communications, or a related field. 7 to 10 years of progressive marketing experience in professional or financial services. Demonstrated success leading integrated, multi-channel marketing initiatives that align with firmwide goals and deliver measurable business results. Ability to travel up to 15%. Strategic & Advisory Skills Proven ability to own and drive marketing strategy from concept through execution, connecting tactics across digital, content, event, and social channels to overall strategy. Confident advisor to senior stakeholders, with the ability to challenge assumptions and guide direction. Self-starter who anticipates needs, takes ownership, and moves initiatives forward without waiting for direction. Comfortable leading cross-functional discussions, influencing outcomes, and holding others accountable to deadlines and quality standards.

Technology, Analytics & Reporting

Hands-on experience managing CRM and marketing automation platforms. Experience building performance reports that link marketing activity to revenue, KPIs, and client engagement, and translating data into clear, actionable insights for senior leaders.

Communication & Project Management

Exceptional written and verbal communication skills, with the ability to synthesize complex ideas into compelling narratives. Highly organized and detail-oriented, with a record of managing multiple priorities and maintaining momentum in a fast-paced environment.

Preferred Qualifications

Masters degree or MBA Direct experience in wealth management or financial advisory, or familiarity with the wealth management landscape. Experience with HubSpot, Salesforce, or Asana. Interest in building new processes and contributing to the growth of a central marketing function.

Compensation Range

$150,000 - $170,000/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 [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.