Marketing Manager

Cerity Partners Management

Redwood City (CA)

On-site

USD 90,000 - 130,000

Full time

2 days ago

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Job summary

Cerity Partners is seeking a Marketing Manager to drive strategic, integrated marketing initiatives across advisor teams and firm leadership. You will translate business goals into actionable plans, manage campaigns, and ensure brand consistency while delivering measurable growth.

The role requires 7–10 years in marketing within professional or financial services and a proactive, hands‑on approach with strong analytics and cross‑functional collaboration.

Qualifications

7–10 years of progressive marketing experience in professional or financial services.
Proven success leading integrated, multi‑channel marketing initiatives that align with firmwide goals.
Ability to travel up to 15%.
Bachelor's degree in Marketing, Communications, or related field.
Masters degree or MBA preferred.

Responsibilities

Serve as a trusted marketing advisor and hands‑on partner to advisor teams, helping define goals and execute programs.
Lead planning sessions to uncover objectives and translate into actionable marketing plans.
Develop and manage annual marketing plans aligned with firm goals.
Partner with advisors on campaign execution: content, emails, social, events, client communications.
Anticipate needs and suggest new marketing ideas and engagement opportunities.
Maintain accountability for results and adjust strategies based on metrics.
Oversee end‑to‑end development of integrated marketing initiatives across digital, content, events.
Coordinate deliverables and timelines with internal teams.
Use data to measure engagement, demonstrate ROI, and improve marketing efforts.

Skills

Marketing strategy

Multi-channel marketing

Data analytics

CRM & marketing automation

Content development

Campaign management

Project management

Stakeholder advisory

Education

Bachelor's degree in Marketing/Communications

Masters or MBA (preferred)

Tools

CRM platforms

Marketing automation tools

Job description

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