Responsibilities

• Own and maintain the marketing team's Asana operating structure — projects, workflows, task hygiene, and templates — across all workstreams (brand, content, digital, events, institutional, practice marketing)
• Build and maintain dashboards and status reports that give team leads and the CMO real-time visibility into project status, bottlenecks, and risk
• Track team capacity and resourcing across concurrent projects; flag overallocation or timeline conflicts to the appropriate lead before they become escalations
• Support the team's recurring meeting cadence and own regular project status check-ins — building agendas, capturing action items, and following up on open items for team meetings, project check-ins, and leadership updates
• Prepare consolidated status materials for CMO 1:1s with senior stakeholders and leadership reporting
• Extract and track action items from meeting notes and recordings into Asana, ensuring accountable owners and due dates are assigned
• Maintain and continuously improve PMO documentation — intake workflows, SLA definitions, project templates, and standard operating procedures
• Coordinate cross-functional dependencies between marketing workstreams and other internal teams (compliance, design, digital, content)
• Build and maintain intake and request-volume reporting to identify recurring patterns and inform team process and staffing decisions
• Serve as the primary point of contact for all inbound marketing requests submitted via the firm's marketing intake form

Requirements

• 5-10 years of experience in marketing operations, PMO, marketing coordination, account services, project management, or client services
• Demonstrated experience running a project management system (Asana, Monday.com, Workfront, or similar) for a team, including project/task structure, status tracking, and reporting — not just personal task use
• Demonstrated ability to manage multiple concurrent requests or projects with accuracy and professionalism
• Strong written communication skills — able to produce clear, professional stakeholder updates, policy-based responses, and status reporting for leadership audiences
• Comfort working within defined processes and systems, balanced with the ability to build and improve operating rhythms and documentation from scratch
• Sound judgment to apply scope and compliance policies accurately, including the confidence to professionally decline or redirect requests that fall outside defined parameters
• Detail-oriented and organized, with experience tracking resourcing or capacity across a team
• Strong command of Excel and PowerPoint
• Ability to work collaboratively, resourcefully, and with a calm, solutions-oriented approach across both reactive and cadence-driven work
• Degree in Marketing, Communications, Business, or a related field a plus

Preferred

• Experience in financial services, professional services, or another regulated industry
• Familiarity with marketing compliance considerations (e.g., SEC/FINRA advertising guidelines) or demonstrated ability to learn quickly
• Experience with CRM or marketing platforms (Salesforce, HubSpot, Marketo, or similar)
• Background in agency traffic coordination, shared services, internal creative operations, or a formal PMO function
• Experience working in a matrixed organization with multiple internal stakeholder types and senior/executive stakeholders

Benefits

• 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 careers@ceritypartners.com.