Marketing Services Coordinator

Cerity Partners•New York City, NY

5d•Onsite

About The Position

The Marketing Services Coordinator is a high-volume, process-driven execution role responsible for managing inbound marketing requests from advisors and internal business units across the firm. Requests span a defined range of marketing services — including materials creation and review, ads, advisor bio updates, mass email sends, and event asset support — and are submitted through a centralized intake form. This role is the first and primary point of contact for all requestors. The right candidate is organized, service-oriented, and thrives in a structured environment where clear policies and SLAs govern the work. They apply sound judgment to assess each request against defined scope, compliance guidelines, and resource constraints — moving work forward when appropriate, and professionally redirecting when it is not. This role values reliability, consistency, and proactive communication above all else.

Requirements

2–5 years of experience in a marketing operations, marketing coordinator, account services, project management or client services role
Demonstrated ability to project manage multiple campaigns with high volumes of concurrent requests or projects with accuracy and professionalism
Strong written communication skills — able to produce clear, professional stakeholder updates and policy-based responses
Comfort working within defined processes and systems; not reliant on creative latitude to perform well
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; experience using a task management platforms (Asana, Monday.com, Workfront, or similar)
Strong command of Excel and PowerPoint
Proficiency with project management tools such as Asana, Monday.com or Jira.
Ability to work collaboratively, resourcefully, and with a calm, solutions-oriented approach
Applicants must be authorized to work for any employer in the U.S.

Nice To Haves

Degree in Marketing, Communications, Business, or a related field a plus
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, or internal creative operations
Experience working in a matrixed organization with multiple internal stakeholder types

Responsibilities

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
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 or coordinate execution of approved requests by selecting from a defined library of marketing solutions and templates
Manage concurrent requests across advisor and business unit queues with accuracy and adherence to turnaround standards
Coordinate with internal team members (design, digital, content, compliance) as needed to fulfill requests within SLA
Maintain accurate status records for all open requests in the firm’s project management system (Asana)
Build and maintain dashboards and intake reports that provide visibility into request volume, SLA performance, and recurring patterns
Apply established scope, compliance, and resource policies to determine when a request can proceed as submitted, requires modification, or falls outside what marketing can support
Communicate out-of-scope or non-compliant requests to stakeholders clearly and professionally, citing the applicable policy or guideline
Escalate borderline or ambiguous requests to the appropriate marketing lead rather than making unilateral exceptions
Document recurring scope issues and surface patterns to inform team process improvement
Own and manage the firmwide Marketing resources intranet page
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
Represent the marketing team professionally in all written and verbal communication