Institutional Marketing Lead
New York City, NY (Hybrid)
Posted 6 weeks ago
Job Summary
You will own the planning and execution of multi‑year, cross‑channel institutional marketing programs, lead a team, and drive measurable growth through campaigns, partnerships, and rigorous performance reporting.
- Lead annual plans for 4–5 business areas with KPIs and budgets
- Build trusted relationships with leaders and teams across the business
- Steer omni‑channel marketing and content to raise awareness and engagement
Job Description
Responsibilities
- Develop annual marketing plans for 4-5 institutional/B2B business areas (including campaigns, KPIs, and budgets aligned to business goals)
- Generate deep, trusted and proactive relationships with business leaders and teams
- Leverage foundational and innovative omni-channel marketing to drive awareness and generate business
- Work with the Content team to craft compelling, high-value content and organic marketing tactics to engage target audiences.
- Work closely with the Digital Team on paid media to support reach and acquisition.
- Identify opportunities for earned media and strategic partnership across business lines
- Generate creative marketing ideas to test and learn for growth.
- Project manage all facets of work, adhering to deadlines and moving initiatives forward while managing expectations
- Directly manage, delegate to, and develop a team of colleagues with clear ownership of specific deliverables per business line and regular review of output quality and timeliness.
- Establish KPIs, track performance, and deliver monthly dashboards to stakeholders, CMO, and leadership
Requirements
- 15-20 years of experience in institutional marketing, with a background in financial services, wealth management, or asset management.
- Experience marketing to the institutional buyer, including endowments, foundations, and nonprofits, is required.
- Proven experience managing and leading a team of colleagues is required.
- Demonstrated ability to run a rigorous tracking and reporting system across multiple concurrent workstreams, while meeting deadlines and surfacing dependencies proactively.
- Proven excellence in complex stakeholder management, including the organizational discipline to manage competing stakeholder priorities without dropping commitments.
- Ability to provide data-supported updates and craft compelling presentations to bring on-marketing stakeholders along.
- Proven ability leading integrated campaigns with measurable results in lead generation, brand recognition, and client engagement.
- Experience with the venture capital industry and/or retirement/public pension plans preferred.
- Strong storytelling skills, ability to consume financial concepts and create compelling content.
- Ability to work independently, resourcefully, and creatively in a lean marketing environment.
Preferred
- Experience with the venture capital industry and/or retirement/public pension plans preferred.
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
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosuresCerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
Salaries
Posted range
$180K/yr – $220K/yr
Taken straight from the job posting.
Marketing Team
Funding
Funding History
- Jul 2022Debt Financing
- Feb 2021Debt Financing
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