Marketing Manager

Cerity Partners•Redwood City, CA

10d

About The Position

The Marketing Manager reports to the Director of Practice Marketing and works directly with senior leadership and advisor teams across the firm. This strategic, self-directed role serves as both a trusted advisor and hands-on execution partner, translating business goals into integrated marketing strategies and measurable results. The position combines strategic guidance with campaign execution and requires intellectual curiosity, resourcefulness, ownership, and the ability to anticipate needs. The role partners with advisor teams to define goals, develop annual marketing plans, and execute programs across digital, social, content, events, and client communications. It also coordinates with internal marketing partners, uses analytics to measure performance and ROI, maintains firmwide marketing content, and shares successful campaigns across the organization. The position requires familiarity with the wealth management and financial advisory landscape and its marketing compliance considerations. Travel up to 15% may be required.

Requirements

Bachelor's degree in Marketing, Communications, or a related field.
7 to 10 years of progressive marketing experience in professional or financial services.
Demonstrated success leading integrated, multi-channel marketing initiatives aligned with firmwide goals and delivering measurable business results.
Ability to travel up to 15%.
Ability to own and drive marketing strategy from concept through execution across digital, content, event, and social channels.
Ability to advise senior stakeholders, challenge assumptions, and guide direction.
Self-starter who anticipates needs, takes ownership, and advances initiatives without waiting for direction.
Ability to lead cross-functional discussions, influence outcomes, and hold others accountable to deadlines and quality standards.
Hands-on experience managing CRM and marketing automation platforms.
Experience building performance reports linking marketing activity to revenue, KPIs, and client engagement, and translating data into actionable insights for senior leaders.
Exceptional written and verbal communication skills, including the ability to synthesize complex ideas into compelling narratives.
Strong organization and attention to detail, with experience managing multiple priorities in a fast-paced environment.

Nice To Haves

Master's degree or MBA.
Direct experience in wealth management or financial advisory, or familiarity with the wealth management landscape.
Experience with HubSpot, Salesforce, or Asana.
Interest in building new processes and contributing to the growth of a central marketing function.

Responsibilities

Serve as a trusted marketing advisor and hands-on partner to advisor teams, helping define goals, prioritize initiatives, and execute programs that drive measurable growth.
Lead planning sessions to identify business objectives, target audiences, and growth opportunities, and translate findings into actionable marketing plans.
Develop and manage annual marketing plans aligned with firm and advisor business goals.
Partner with advisors on campaign execution, including content development, email and social campaigns, events, and client communications, while maintaining strategic alignment and brand consistency.
Proactively suggest marketing ideas, events, and client or COI engagement opportunities based on market trends, advisor priorities, and practices used by other advisor teams.
Track performance metrics, maintain accountability for results, and adjust strategies to optimize outcomes.
Lead the end-to-end development of integrated marketing initiatives across digital, social, content, and events.
Coordinate deliverables, timelines, and quality control with internal CP teams across concurrent projects.
Use data and analytics to measure engagement, demonstrate ROI, and improve marketing efforts.
Monitor industry trends and competitor activity and bring relevant ideas to advisor teams and firm leadership.
Connect advisor teams with the firmwide marketing function and ensure alignment with overall strategy and best practices.
Maintain knowledge of wealth management and financial advisory markets, client expectations, and marketing compliance considerations.
Manage and refresh the Marketing Content Library to keep materials accurate, current, and optimized for advisor use.
Capture successful campaigns, case studies, and marketing wins for firmwide sharing and replication.
Perform ad hoc projects for the Director of Practice Marketing as required.