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.

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)

www.ceritypartners.com

Traffic Signals

Monthly Visitors

66.5K

Monthly Google Ads Budget

$36K

Traffic Source Mix

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)

Funding

Last Raise

Debt Financing, 4 years ago

Funding History

Jul 2022
Debt Financing
Feb 2021
Debt Financing

Recent News

Cerity Partners invests in Nasdaq Private Market, gains exclusive access to tender participants

Dec 11, 2025 • InvestmentNews

Cerity Partners ties up with Nasdaq Private Market in alts push

Dec 11, 2025 • Citywire

Nasdaq Private Market Announces Strategic Partnership with Cerity Partners to ... | Associated Press | syndication news

Dec 11, 2025 • Enidnews.com

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.