Marketing Operations Manager

Chicago, IL (Hybrid)

$95K/yr – $115K/yrMid Level5+ years expFull time

Posted 4 weeks ago

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Job Summary

Own the marketing PMO and intake engine to standardize work, track progress, and optimize resourcing across branding, content, digital, events, and practice marketing.

  • Own and maintain the Asana structure and templates to ensure consistent project hygiene and SLA adherence.
  • Build real time dashboards and capacity views for leaders, highlighting bottlenecks and risks before they escalate.
  • Coordinate cross functional dependencies and intake requests to keep campaigns and initiatives moving smoothly.

Job Description

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
  • Request Intake & Triage (~50%) — Serve as the primary point of contact for all inbound marketing requests submitted via the firm's marketing intake form
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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/.

Founded in 2009
New York, New York, USA
1.3K employees (18 in marketing)

Traffic Signals

Monthly Visitors
66.5K
Monthly Google Ads Budget
$36K
Traffic Source Mix
Search
46.9%
Direct
43.4%
Referral
8.3%
Social
0.5%
Paid
0.9%

Headcount Trend

Current headcount: ~1.3K

Marketing Team

Marketing Team Size
17 (1% of company)
Marketing Roles Posted (Last 30 Days)
1

Funding

Last Raise
Debt Financing, 4 years ago

Funding History

  • Jul 2022
    Debt Financing
  • Feb 2021
    Debt Financing

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