Brand Campaign & Events Specialist

Cerity Partners•Boston, MA

4d•$90,000 - $120,000

About The Position

Primary Responsibilities General Brand Track the firm’s brand budget, develop and maintain dashboards and reports that provide a holistic picture of brand spend and impact Build presentations and reports that go directly to executive leadership — polished, precise, and built to influence Support brand research and firmwide brand agency projects Support project management for corporate brand campaigns, working with the Digital team Manage corporate gifting and stationery vendor relationships Sponsorships Administer all firmwide sponsorships including contracts, deliverable tracking, 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 sponsorship opportunities; present findings to the CMO with details to support decision-making. Events Design firm events and execute end-to-end logistics for firm-hosted events that reinforce brand differentiation and support client and prospect engagement Serve as a subject-matter expert for advisor teams, create and own 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/communications (invitations, reminders, logistics) with the broader marketing team. Manage influencer programs associated with events and sponsorships. Awards & Industry Recognition Own the firmwide awards calendar— manage submission deadlines, and drive the process from start to finish. Write and edit award submissions in collaboration 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 cycles.

Requirements

5 – 7 years of experience in brand marketing and events—financial services or professional services experience strongly preferred.
Strong command of Excel and PowerPoint; experience with Salesforce a strong plus
Demonstrated project management skills — including building and maintaining project plans, managing cross-functional dependencies, and holding stakeholders accountable to deadlines.
Demonstrated 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 presentation
Experience administering sponsorship programs including contract negotiation and deliverable fulfillment.
Exceptional stakeholder management skills; comfort working with senior executives and advisors.
Bachelor’s degree in Marketing, Communications, or a related field.

Nice To Haves

Experience in financial services, professional services, or luxury/high-net-worth client segments.
Proficiency with project management tools such as Asana or Monday.com.
Proficiency with design workflow tools (e.g., Canva, Figma) for basic asset coordination.
Strong understanding of brand marketing channels and how they intersect with other parts of marketing
Ability to work collaboratively, resourcefully, and with a calm, solutions-oriented approach.
Strong project management and prioritization skills; comfort managing competing deadlines.
Experience working in a growing, matrixed organization.

Responsibilities

Track the firm’s brand budget, develop and maintain dashboards and reports that provide a holistic picture of brand spend and impact
Build presentations and reports that go directly to executive leadership — polished, precise, and built to influence
Support brand research and firmwide brand agency projects
Support project management for corporate brand campaigns, working with the Digital team
Manage corporate gifting and stationery vendor relationships
Administer all firmwide sponsorships including contracts, deliverable tracking, 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 sponsorship opportunities; present findings to the CMO with details to support decision-making.
Design firm events and execute end-to-end logistics for firm-hosted events that reinforce brand differentiation and support client and prospect engagement
Serve as a subject-matter expert for advisor teams, create and own 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/communications (invitations, reminders, logistics) with the broader marketing team.
Manage influencer programs associated with events and sponsorships.
Own the firmwide awards calendar— manage submission deadlines, and drive the process from start to finish.
Write and edit award submissions in collaboration 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 cycles.