Marketing Operations Manager

Cerity Partners•Chicago, IL

19h•$95,000 - $115,000

About The Position

The Marketing Operations Manager serves as the operational PMO for the marketing team — running the team's project tracking system, meeting cadences, resourcing visibility, and cross-team reporting. It also leads managing inbound marketing requests from colleagues across the firm. As the team PMO, the role owns the marketing team's day-to-day project operations: maintaining the team's Asana operating structure, running status and resourcing reporting, and overseeing large projects and processes. This also includes managing inbound marketing requests and serving as air-traffic control to receive and either execute or route requests. It requires a service orientation and is the first point of contact for all requestors. This is an execution and operations role focused on running the team's operating system and making continuous improvements to drive scale and efficiency. The right candidate is obsessively organized, service-oriented, and comfortable taking operational command of a team, working with the CMO and marketing pillar leads.

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

Nice To Haves

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
Degree in Marketing, Communications, Business, or a related field a plus

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
Review and categorize requests by service type, business unit, and urgency; confirm receipt and set expectations with requestors promptly
Provide consistent, on-script status updates throughout the lifecycle of each request
Manage stakeholder expectations professionally when timelines shift or requests require redirection
Build credibility with advisors and internal teams as a reliable, responsive point of contact for marketing support
Assess each submission against established scope, SLA, and marketing policy to determine the appropriate course of action
Gather missing information from requestors where needed before routing or executing
Escalate requests that require team discussion, are complex, or come from VIPs
Execute requests that align to the template library. Coordinate with internal team members (design, digital, content, compliance) as needed to execute bespoke requests that fit within SLA
Maintain accurate status records for all open requests in the firm's project management system (Asana)
Own intake process, SLA, and colleague experience improvement
Document recurring scope issues and surface patterns to inform evolution
Own and manage the firmwide Marketing resources intranet page