Position Summary:
The Institutional Marketing Lead is a pivotal component of the firm’s growth strategy. This is a role for a senior marketer who will own integrated marketing strategy, execution, and relationship management across the firm's institutional and corporate practices. It requires a deep understanding of institutional and corporate buyers and stakeholders — including experience with endowments and foundations, non-profits, corporate retirement plans, and venture capital programs. The right candidate will have the ability to create cohesive, multi-channel marketing plans that drive engagement and measurable impact while contributing to tactical work and building a team.
Primary Responsibilities
- Develop annual marketing plans for 4-5 institutional/B2B business areas (including campaigns, KPIs, and budgets aligned to business goals)
- Generate deep, trusted and proactive relationships with business leaders and teams
- Leverage foundational and innovative omni-channel marketing to drive awareness and generate business
- Work with the Content team to craft compelling, high-value content and organic marketing tactics to engage target audiences.
- Work closely with the Digital Team on paid media to support reach and acquisition.
- Identify opportunities for earned media and strategic partnership across business lines
- Generate creative marketing ideas to test and learn for growth.
- Project manage all facets of work, adhering to deadlines and moving initiatives forward while managing expectations
- Directly manage, delegate to, and develop a team of colleagues with clear ownership of specific deliverables per business line and regular review of output quality and timeliness.
- Establish KPIs, track performance, and deliver monthly dashboards to stakeholders, CMO, and leadership
Required Qualifications:
- 15-20 years of experience in institutional marketing, with a background in financial services, wealth management, or asset management.
- Experience marketing to the institutional buyer, including endowments, foundations, and nonprofits, is required.
- Proven experience managing and leading a team of colleagues is required.
- Demonstrated ability to run a rigorous tracking and reporting system across multiple concurrent workstreams, while meeting deadlines and surfacing dependencies proactively.
- Proven excellence in complex stakeholder management, including the organizational discipline to manage competing stakeholder priorities without dropping commitments.
- Ability to provide data-supported updates and craft compelling presentations to bring on-marketing stakeholders along.
- Proven ability leading integrated campaigns with measurable results in lead generation, brand recognition, and client engagement.
- Experience with the venture capital industry and/or retirement/public pension plans preferred.
- Strong storytelling skills, ability to consume financial concepts and create compelling content.
- Ability to work independently, resourcefully, and creatively in a lean marketing environment.
- Familiarity with marketing tech-stack, vendors, and tools.
- Superior written and verbal communications skills, ability to communicate succinctly with busy stakeholders.
- Experience working in a complex and growing matrixed organization.
Compensation Range:
$180,000 - $220,000
The Team
The Cerity Partners Marketing Team touches all aspects of brand, performance marketing, content and communications across the firm. The team serves as an accelerant to the business, from driving awareness through to supporting a superior client experience and retention. We believe the job of marketing to be multi-faceted and to include:
Building and sustaining a lasting and best of breed brand
Creating demand across individuals, families, businesses, and prospective partners
Moving prospects through the buying experience
Partnering with advisors to accelerate their individual growth efforts
Collaborating across business lines and applying tactics to accelerate business goals
Fostering cohesion between internal culture and the external brand
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
Skills Required
- 15-20 years of experience in institutional marketing, with a background in financial services, wealth management, or asset management
- Experience marketing to institutional buyers, including endowments, foundations, and nonprofits
- Experience managing and leading a team of colleagues
- Ability to run rigorous tracking and reporting across multiple concurrent workstreams while meeting deadlines and surfacing dependencies
- Complex stakeholder management experience and ability to manage competing priorities
- Ability to provide data-supported updates and create compelling presentations
- Experience leading integrated campaigns with measurable lead generation, brand recognition, and client engagement results
- Experience with the venture capital industry and/or retirement or public pension plans
- Strong storytelling skills and ability to understand financial concepts and create compelling content
- Ability to work independently, resourcefully, and creatively in a lean marketing environment
- Familiarity with marketing technology stacks, vendors, and tools
- Superior written and verbal communication skills
- Experience working in a complex and growing matrixed organization
- Authorization to work for any employer in the United States
Cerity Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cerity Partners and has not been reviewed or approved by Cerity Partners.
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Retirement Support — An employer 401(k) match is part of the package, supporting long-term savings. Feedback suggests retirement benefits are a consistent component across materials.
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Leave & Time Off Breadth — Flexible PTO, paid holidays, and paid parental leave are explicitly included, enabling time away when needed. Feedback suggests time-off policies are viewed as a strong element of the offering.
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Wellbeing & Lifestyle Benefits — Hybrid work, commuter benefits, employee assistance resources, and optional spending accounts broaden the total rewards beyond base pay. Feedback suggests these perks contribute to perceived overall balance.
Cerity Partners Insights
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
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