Practice Marketing Coordinator

Cerity Partners•Indianapolis, IN

9d•$65,000 - $80,000

About The Position

Reporting to the Director of Practice Marketing, the Practice Marketing Coordinator is a foundational role on an advisor-facing marketing team. The coordinator supports multiple marketing managers and helps balance workload as priorities shift. The position supports the operational and administrative infrastructure of practice marketing, including project tracking, meeting coordination, reporting, content management, and campaign support. The role contributes to the quality and consistency of marketing engagement across Cerity Partners’ advisor practices nationwide. The ideal candidate is ambitious, highly organized, and detail-oriented; values structure and follow-through; and is eager to build skills in wealth management marketing, CRM operations, and multi-stakeholder project coordination. The Cerity Partners marketing team works across brand, performance marketing, content, and communications. It supports business growth, client experience and retention, advisor growth efforts, and cohesion between the firm’s internal culture and external brand.

Requirements

Bachelor’s degree in business, marketing, communications, or a related field.
2 to 6 years of experience in a professional services environment (financial services, legal, consulting, accounting) or an agency.
Demonstrated project management and workstream coordination experience, with the ability to manage multiple priorities without losing accuracy or momentum.
Highly organized, with exceptional attention to detail and a commitment to ensuring nothing falls through the cracks.
Strong written and verbal communication skills, including comfort drafting professional emails and meeting recaps, and the ability to build relationships with internal stakeholders.
Collaborative, proactive self-starter who welcomes feedback and works effectively in a fast-paced, cross-functional, multi-stakeholder environment.
Proficiency in Microsoft Office (Word, Excel, PowerPoint).
Must be authorized to work for any employer in the U.S.

Nice To Haves

Experience with marketing automation or CRM platforms such as HubSpot or Salesforce.
Experience with project management tools such as Asana.
Familiarity with the wealth management landscape.
Genuine interest in financial services and wealth management.
Interest in building new processes and contributing to the growth of a central marketing function.

Responsibilities

Manage day-to-day Asana activity across practice marketing workstreams by creating tasks, updating statuses, flagging deadlines, and keeping projects current.
Maintain shared trackers, action item logs, and practice-level documentation across assigned markets.
Coordinate deliverable timelines across design, digital, compliance, operations, and other internal teams.
Schedule and manage logistics for advisor calls, internal planning sessions, and Practice Marketing Forum touchpoints.
Send agendas and preparation materials, distribute meeting recaps, and track follow-up commitments through completion.
Draft and send routine correspondence on behalf of the practice marketing team.
Maintain and organize the Marketing Content Library, ensuring materials are current and advisor-ready.
Support onboarding of new advisor practices with intake forms, templates, and initial documentation.
Assist with ad hoc reporting requests from senior practice marketing leadership.
Coordinate external event logistics, including invite list management, RSVP tracking, and post-event follow-up.
Support email campaign deployment through the Advisor Self-Serve Portal, including list hygiene and quality-assurance checks.
Maintain HubSpot contact and campaign records and pull HubSpot and Asana data for reporting as directed by the marketing team.