Marketing Operations Coordinator - Wealth Practice

Cerity Partners; Indianapolis (IN); Presencial; USD 65.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401(k) plan with match

Flexible PTO

Education assistance

Descripción de la vacante

Cerity Partners is seeking a Practice Marketing Coordinator to support the advisor-facing marketing team in coordinating projects, content, and campaigns across nationwide practices. The role emphasizes organization, process discipline, and cross-functional collaboration to ensure timely, accurate marketing activities.

The ideal candidate will gain exposure to wealth management marketing, CRM operations, and multi-stakeholder project coordination within a fast-paced environment.

Formación

• Bachelor’s degree in business, marketing, communications, or a related field.
• 2–6 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).

Responsabilidades

• 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.
• 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.
• 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.
• 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.

Conocimientos

Project management

Communication

Organization

Cross-functional teamwork

Relationship building

Attention to detail

Time management

Educación

Bachelor’s degree in business, marketing, communications, or related field

Herramientas

Asana

HubSpot

Salesforce

Microsoft Office

Descripción del empleo

Cerity Partners is seeking a Practice Marketing Coordinator to support the advisor-facing marketing team in coordinating projects, content, and campaigns across nationwide practices. The role emphasizes organization, process discipline, and cross-functional collaboration to ensure timely, accurate marketing activities.

The ideal candidate will gain exposure to wealth management marketing, CRM operations, and multi-stakeholder project coordination within a fast-paced environment.