Institutional Marketing Lead at Cerity Partners in Saratoga Springs

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