Strategic Practice Marketing Coordinator

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

Benefits offered by this job

Health, dental, and vision insurance –

401(k) match

Flexible PTO

Parental Leave

Educational assistance

Commuter benefits

Job summary

Cerity Partners is seeking a Practice Marketing Coordinator to support our advisor-facing marketing team nationwide. Reporting to the Director of Practice Marketing, you will help manage projects, schedules, content libraries, and campaign execution, ensuring timely delivery and high-quality materials.

Ideal candidates are organized self-starters with strong communication skills and experience in marketing operations, CRM platforms, and cross-functional collaboration in professional services.

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).

Responsibilities

• 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.

Skills

Project management

Attention to detail

Written communication

Verbal communication

Cross-functional collaboration

MS Office

Multi-tasking

Education

Bachelor’s degree in business/marketing/communications

Tools

Asana

HubSpot

Salesforce

Job description

Cerity Partners is seeking a Practice Marketing Coordinator to support our advisor-facing marketing team nationwide. Reporting to the Director of Practice Marketing, you will help manage projects, schedules, content libraries, and campaign execution, ensuring timely delivery and high-quality materials.

Ideal candidates are organized self-starters with strong communication skills and experience in marketing operations, CRM platforms, and cross-functional collaboration in professional services.