Marketing Operations Manager

Position Summary: The Marketing Operations Manager serves as the operational PMO for the marketing team — running the team's project tracking system, meeting cadences, resourcing visibility, and cross-team reporting. It also leads managing inbound marketing requests from colleagues across the firm. As the team PMO, the role owns the marketing team's day-to-day project operations: maintaining the team's Asana operating structure, running status and resourcing reporting, and overseeing large projects and processes. This also includes managing inbound marketing requests and serving as air-traffic control to receive and either execute or route requests. It requires a service orientation and is the first point of contact for all requestors. This is an execution and operations role focused on running the team's operating system and making continuous improvements to drive scale and efficiency. The right candidate is obsessively organized, service-oriented, and comfortable taking operational command of a team, working with the CMO and marketing pillar leads. Primary Responsibilities Team PMO & Operations (~50%) Own and maintain the marketing team's Asana operating structure — projects, workflows, task hygiene, and templates — across all workstreams (brand, content, digital, events, institutional, practice marketing) Build and maintain dashboards and status reports that give team leads and the CMO real-time visibility into project status, bottlenecks, and risk Track team capacity and resourcing across concurrent projects; flag overallocation or timeline conflicts to the appropriate lead before they become escalations Support the team's recurring meeting cadence and own regular project status check-ins — building agendas, capturing action items, and following up on open items for team meetings, project check-ins, and leadership updates Prepare consolidated status materials for CMO 1:1s with senior stakeholders and leadership reporting Extract and track action items from meeting notes and recordings into Asana, ensuring accountable owners and due dates are assigned Maintain and continuously improve PMO documentation — intake workflows, SLA definitions, project templates, and standard operating procedures Coordinate cross-functional dependencies between marketing workstreams and other internal teams (compliance, design, digital, content) Build and maintain intake and request-volume reporting to identify recurring patterns and inform team process and staffing decisions Request Intake & Triage (~50%) Serve as the primary point of contact for all inbound marketing requests submitted via the firm's marketing intake form Review and categorize requests by service type, business unit, and urgency; confirm receipt and set expectations with requestors promptly Provide consistent, on-script status updates throughout the lifecycle of each request Manage stakeholder expectations professionally when timelines shift or requests require redirection Build credibility with advisors and internal teams as a reliable, responsive point of contact for marketing support Assess each submission against established scope, SLA, and marketing policy to determine the appropriate course of action Gather missing information from requestors where needed before routing or executing Escalate requests that require team discussion, are complex, or come from VIPs Execute requests that align to the template library. Coordinate with internal team members (design, digital, content, compliance) as needed to execute bespoke requests that fit within SLA Maintain accurate status records for all open requests in the firm's project management system (Asana) Own intake process, SLA, and colleague experience improvement Document recurring scope issues and surface patterns to inform evolution Own and manage the firmwide Marketing resources intranet page Required Qualifications: 5-10 years of experience in marketing operations, PMO, marketing coordination, account services, project management, or client services Demonstrated experience running a project management system (Asana, Monday.com, Workfront, or similar) for a team, including project/task structure, status tracking, and reporting — not just personal task use Demonstrated ability to manage multiple concurrent requests or projects with accuracy and professionalism Strong written communication skills — able to produce clear, professional stakeholder updates, policy-based responses, and status reporting for leadership audiences Comfort working within defined processes and systems, balanced with the ability to build and improve operating rhythms and documentation from scratch Sound judgment to apply scope and compliance policies accurately, including the confidence to professionally decline or redirect requests that fall outside defined parameters Detail-oriented and organized, with experience tracking resourcing or capacity across a team Strong command of Excel and PowerPoint Ability to work collaboratively, resourcefully, and with a calm, solutions-oriented approach across both reactive and cadence-driven work Degree in Marketing, Communications, Business, or a related field a plus Preferred Qualifications: Experience in financial services, professional services, or another regulated industry Familiarity with marketing compliance considerations (e.g., SEC/FINRA advertising guidelines) or demonstrated ability to learn quickly Experience with CRM or marketing platforms (Salesforce, HubSpot, Marketo, or similar) Background in agency traffic coordination, shared services, internal creative operations, or a formal PMO function Experience working in a matrixed organization with multiple internal stakeholder types and senior/executive stakeholders Compensation Range: $95,000 - $115,000 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 View email address on click.appcast.io. Applicants must be authorized to work for any employer in the U.S. Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.