Practice Marketing Coordinator

Cerity Partners Management; Chicago (IL); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with company match

Paid time off

Parental Leave

Tuition assistance / professional dues

Commuter benefits

Job summary

Cerity Partners is seeking a Practice Marketing Coordinator to support advisor-facing marketing across Cerity Partners nationwide. Reporting to the Director of Practice Marketing, you will manage day-to-day project workflows in Asana, coordinate meetings, maintain content libraries, and assist with campaign execution.

You'll work closely with marketing managers and cross-functional teams, ensuring timely delivery, accurate reporting, and strong communication with internal stakeholders.

Qualifications

• Bachelor’s degree in business, marketing, communications, or related field.
• 2–6 years in professional services or agency environment.
• Demonstrated project management and coordination experience.
• Excellent written and verbal communication with stakeholders.
• Highly organized with attention to detail; multi-priority handling.

Responsibilities

• Own day-to-day Asana management across practice marketing workstreams.
• Maintain trackers and documentation; coordinate timelines with teams.
• Schedule advisor calls, planning sessions, and forum touchpoints.
• Draft routine correspondence and manage content library.
• Support onboarding of advisor practices and ad hoc reporting.
• Coordinate external events and email campaign deployment.

Skills

Project management

Attention to detail

Communication

Cross-functional collaboration

Multi-tasking

Organization

Relationship building

Education

Bachelor's degree in business/marketing/communications

Tools

HubSpot

Salesforce

Asana

Microsoft Office

Job description

Position Summary:

Reporting to the Director of Practice Marketing, the Practice Marketing Coordinator is a foundational role within a high-performing, advisor-facing marketing team. The coordinator supports multiple marketing managers, helping to balance workload as needs shift. The position assists the operational and administrative infrastructure of the practice marketing function, including project tracking, meeting coordination, reporting, content management, and campaign support. This role will directly contribute to the quality and consistency of marketing engagement across Cerity Partners' advisor practices nationwide.

Primary Responsibilities

Project & Task Management

• 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.

Scheduling & Meeting Coordination

• 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.

Administrative & Operational Support

• 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.

Event & Campaign Support

• 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.

Required Qualifications:

• Bachelor's degree in business, marketing, communications, or a related field.
• 2 to 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).

Preferred Qualifications:

• Experience with marketing automation or CRM platforms such as HubSpot or Salesforce.
• Experience with project management tools such as Asana.
• Familiarity with the wealth management landscape.
• Genuine interest in financial services and wealth management.
• Interest in building new processes and contributing to the growth of a central marketing function.

Compensation Range: $65,000 - $80,000/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 a