Primary Responsibilities
- Campaign Planning & Management: Develop, execute, manage, and optimize paid media campaigns across a variety of online and offline channels, tactics, and audiences. Responsibilities include creative development, messaging, landing page management, QA testing, and ensuring campaign compliance with relevant regulations.
- CRM Platform Management: Manage and optimize HubSpot (or equivalent CRM platform) to support campaign execution, lead tracking/scoring, and marketing automation. This includes building and maintaining backend automations such as workflows, nurture sequences, lead routing, and integrations with other marketing and sales technology tools.
- Email Marketing: Develop and execute email marketing programs via Hubspot to nurture leads, support pipeline growth and optimize lead scoring methodology, including audience segmentation, copy, creative, automation, A/B testing, and performance optimization.
- Campaign Reporting: Leverage reporting dashboards and campaign analytics to communicate results to stakeholders.
- Competitive Analysis: Monitor and analyze competitor digital marketing tactics and presence to identify trends, gaps, and opportunities.
- Vendor Management: Manage relationships with external partners including digital marketing agency, media partners, and other vendors.
- Project Management: Coordinate and project manage multiple concurrent initiatives, balancing priorities across teams and executing deliverables to completion on time. Use project management tools and software for streamlined execution.
- Cross-Functional Collaboration: Partner with stakeholders across Marketing, Sales, and other business units to execute digital marketing initiatives. Communicate campaign tactics, performance and results to key stakeholders.
- Stakeholder Management: Build trusted relationships across the organization by serving as a collaborative partner who balances marketing goals with broader business priorities.
Required Qualifications:
- Industry Background: 6-8 years of experience in performance marketing and paid media, preferably within a financial services organization.
- Technical Proficiency: Skilled in HubSpot (or similar CRM), HTML email template creation, marketing automation platforms, paid media platforms (Google, LinkedIn, etc.), and AI-enabled marketing tools.
- Precision & Accuracy: Exceptional attention to detail and a commitment to accuracy across all aspects of campaign execution. Able to deliver with consistency, maintaining high standards of quality even when managing multiple campaigns simultaneously.
- Communication Excellence: Strong written and verbal communication skills with proven ability to share the impact of marketing tactics to diverse stakeholders.
- Problem-Solving Skills: Takes initiative to solve problems, implement solutions and improve processes. Drives hands-on execution at the campaign level and broader marketing level.
- Adaptability: Comfortable working in a fluid, rapidly changing environment. Approaches new challenges as opportunities for innovation.
Compensation Range:
$75,000 - $100,000
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.
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/.
