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Job Overview
Employment Type
Full-time
Compensation
Salary
Range $90,000.00 - $120,000.00
Work Schedule
Standard Hours
Flexible
Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k)
Flexible PTO
Parental leave
Education Assistance
Commuter Benefits
Job Description
Cerity Partners is a distinguished professional services firm specializing in financial advisory and wealth management. Known for its commitment to client success, Cerity Partners offers comprehensive wealth management solutions tailored towards high-net-worth individuals, families, and institutions. The firm prides itself on delivering personalized service through collaborative teams of experts, combining deep financial insights with a client-first philosophy. As a growing and dynamic organization, Cerity Partners actively fosters an inclusive environment that embraces diversity and innovation to continue driving excellence in the financial services industry. The company values its workforce and offers a comprehensive benefits package, which underlines the importance of... Show More
Job Requirements
- Bachelor's degree in marketing, communications, or a related field
- 5 to 7 years of experience in brand marketing and events preferably in financial services or professional services
- Strong command of Excel and PowerPoint
- Experience with Salesforce preferred
- Demonstrated project management skills including building and maintaining project plans and managing cross-functional dependencies
- Experience overseeing vendor relationships and agencies
- Proven ability to plan and execute corporate events of varying size and format
- Comfort with data analysis, project management, and executive presentations
- Experience administering sponsorship programs including contract negotiation and deliverable fulfillment
- Exceptional stakeholder management skills and comfort working with senior executives and advisors
Job Qualifications
- 5 - 7 years of experience in brand marketing and events, preferably in financial services or professional services
- Strong command of Excel and PowerPoint
- Experience with Salesforce is a strong plus
- Demonstrated project management skills including building and maintaining project plans, managing cross-functional dependencies, and stakeholder accountability
- Experience overseeing vendor relationships and agencies
- Proven ability to plan and execute corporate events of varying size and format
- Comfort with data analysis, project management, and executive presentations
- Experience administering sponsorship programs including contract negotiation and deliverable fulfillment
- Exceptional stakeholder management skills and comfort working with senior executives and advisors
- Bachelor’s degree in Marketing, Communications, or a related field
Job Duties
- Track the firm’s brand budget and develop and maintain dashboards and reports that provide a holistic picture of brand spend and impact
- Build polished, precise presentations and reports for executive leadership designed to influence
- Support brand research and firmwide brand agency projects
- Manage project aspects of corporate brand campaigns in collaboration with the Digital team
- Manage corporate gifting and stationery vendor relationships
- Administer all firmwide sponsorships including contracts, deliverable tracking, and budget management
- Maintain a sponsorship tracker for deadlines, activation milestones, registrations, and branding requirements
- Conduct post-activation audits and create reports on ROI and impact
- Staff onsite sponsorship events as needed
- Research and present sponsorship opportunities to the CMO to inform decision-making
- Design and execute logistics for firm-hosted events that reinforce brand differentiation and support client and prospect engagement
- Serve as a subject-matter expert for advisor teams and implement a comprehensive event-in-a-box approach
- Source venues, negotiate vendor contracts, and manage event budgets
- Build and maintain project plans, run-of-show documents, and post-event recaps
- Coordinate event branding and communication efforts including invitations, reminders, and logistics with the broader marketing team
- Manage influencer programs related to events and sponsorships
- Own the firmwide awards calendar, managing submission deadlines and the process from start to finish
- Write and edit award submissions collaborating with advisors, HR, and firm leadership
- Track results and route wins to PR and content teams for amplification
- Build a reusable submission library to improve efficiency across award cycles
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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