Senior Marketing Process Consultant- Campaign Optimization and Operations
IBM
New York City, NY (Remote)
$151K/yr - $281K/yrIn-houseFull-timeSenior level8+ years exp.
10 hrs ago
Marketing Operations Manager
Chicago, IL (Hybrid)
$80K/yr – $95K/yrMid Level2+ years expFull time
Posted 5 weeks ago
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Job Summary
Own intake governance and request fulfillment for marketing support, turning inbound requests into categorized work with clear SLAs and compliant scope.
- Manage intake, triage, and status updates to keep requests on track and visible across teams.
- Coordinate execution with design, digital, content, and compliance to deliver within SLA and policy boundaries.
Job Description
Responsibilities
- Request Intake & Triage
- Serve as the primary point of contact for all inbound marketing requests submitted via the firm’s marketing intake form
- Review and categorize requests by service type, business unit, and urgency; confirm receipt and set expectations with requestors promptly
- Assess each submission against established scope, SLA, and marketing policy to determine the appropriate course of action
- Gather missing information from requestors where needed before routing or executing
- Escalate requests that require team discussion, are complex, or come from VIPs
- Execution & Delivery
- Execute or coordinate execution of approved requests by selecting from a defined library of marketing solutions and templates
- Manage concurrent requests across advisor and business unit queues with accuracy and adherence to turnaround standards
- Coordinate with internal team members (design, digital, content, compliance) as needed to fulfill requests within SLA
- Maintain accurate status records for all open requests in the firm’s project management system (Asana)
- Build and maintain dashboards and intake reports that provide visibility into request volume, SLA performance, and recurring patterns
- Scope & Policy Management
- Apply established scope, compliance, and resource policies to determine when a request can proceed as submitted, requires modification, or falls outside what marketing can support
- Communicate out-of-scope or non-compliant requests to stakeholders clearly and professionally, citing the applicable policy or guideline
- Escalate borderline or ambiguous requests to the appropriate marketing lead rather than making unilateral exceptions
- Document recurring scope issues and surface patterns to inform team process improvement
- Stakeholder Communication
- Own and manage the firmwide Marketing resources intranet page
- Provide consistent, on-script status updates throughout the lifecycle of each request
- Manage stakeholder expectations professionally when timelines shift or requests require redirection
- Build credibility with advisors and internal teams as a reliable, responsive point of contact for marketing support
- Represent the marketing team professionally in all written and verbal communication
- 2–5 years of experience in a marketing operations, marketing coordinator, account services, project management or client services role
- Demonstrated ability to project manage multiple campaigns with high volumes of concurrent requests or projects with accuracy and professionalism
- Strong written communication skills — able to produce clear, professional stakeholder updates and policy-based responses
- Comfort working within defined processes and systems; not reliant on creative latitude to perform well
- 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; experience using a task management platforms (Asana, Monday.com, Workfront, or similar)
- Strong command of Excel and PowerPoint
- Proficiency with project management tools such as Asana, Monday.com or Jira.
- Ability to work collaboratively, resourcefully, and with a calm, solutions-oriented approach
- Degree in Marketing, Communications, Business, or a related field a plus
- 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, or internal creative operations
- Experience working in a matrixed organization with multiple internal stakeholder types
- 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
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/.
