Marketing Coordinator

Cerity Partners

. Own day-to-day Asana management across practice marketing workstreams, including creating tasks, updating statuses, flagging deadlines, and keeping projects current.

Posted 10/26/2026full-timeChicago • Illinois • United StatesJuniorMid-Level💰 $65,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong project management and coordination skills, ensuring timely execution of marketing initiatives while maintaining high attention to detail. Proficient in managing communication and logistics across multiple stakeholders in a fast-paced environment.

Highest-signal resume keywords

Project ManagementAsana ManagementMicrosoft Office ProficiencyHubSpot ExperienceStrong Written And Verbal Communication

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Project ManagementWorkstream CoordinationEmail Campaign DeploymentData ReportingLogistics Management

Soft Skills

Highly OrganizedAttention To DetailCollaborativeProactive Self-StarterRelationship Building

Tools & Technologies

AsanaHubSpotSalesforceMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Industry Keywords

Financial ServicesWealth ManagementProfessional ServicesMarketing AutomationAgency Experience

About the role

Key responsibilities & impact

Own day-to-day Asana management across practice marketing workstreams, including 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 internal teams, including design, digital, compliance, and operations.
Schedule and manage logistics for advisor calls, internal planning sessions, and Practice Marketing Forum touchpoints.
Send agendas, prep materials, and post-meeting recaps to relevant stakeholders, and track follow-up commitments to 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 QA checks.
Maintain HubSpot contact and campaign records and pull HubSpot and Asana data for reporting, as directed by the marketing team.
Directly contribute to the quality and consistency of marketing engagement across Cerity Partners’ advisor practices nationwide.

Requirements

What you’ll need

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 simultaneously 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).
Applicants must be authorized to work for any employer in the U.S.
Preferred: Experience with marketing automation or CRM platforms such as HubSpot or Salesforce.
Preferred: Experience with project management tools such as Asana.
Preferred: Familiarity with the wealth management landscape.
Preferred: Genuine interest in financial services and wealth management.
Preferred: Interest in building new processes and contributing to the growth of a central marketing function.

Benefits

Comp & perks

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