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About the Role

The Marketing Operations Manager serves as the operational PMO for the marketing team, managing the team's project tracking system, meeting cadences, resourcing visibility, and cross-team reporting. This role also leads the management of inbound marketing requests from colleagues across the firm, acting as the first point of contact and ensuring efficient execution or routing of requests. It is an execution and operations role focused on running the team's operating system and driving scale and efficiency through continuous improvements.

Responsibilities

Own and maintain the marketing team's Asana operating structure, including projects, workflows, task hygiene, and templates across all workstreams.
Build and maintain dashboards and status reports for real-time visibility into project status, bottlenecks, and risk.
Track team capacity and resourcing across concurrent projects, flagging overallocation or timeline conflicts.
Support the team's recurring meeting cadence and own regular project status check-ins, including agenda building, action item capture, and follow-up.
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, including intake workflows, SLA definitions, project templates, and standard operating procedures.
Coordinate cross-functional dependencies between marketing workstreams and other internal teams.
Build and maintain intake and request-volume reporting to identify recurring patterns and inform team process and staffing decisions.
Serve as the primary point of contact for all inbound marketing requests.
Review and categorize requests by service type, business unit, and urgency; confirm receipt and set expectations with requestors.
Provide consistent, on-script status updates throughout the lifecycle of each request.
Manage stakeholder expectations professionally when timelines shift or requests require redirection.
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 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.

Requirements

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.
Demonstrated ability to manage multiple concurrent requests or projects with accuracy and professionalism.
Strong written communication skills for clear, professional stakeholder updates, policy-based responses, and leadership reporting.
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.
Applicants must be authorized to work for any employer in the U.S.

Skills

Asana
Monday.com
Workfront
Excel
PowerPoint
Project Management
Marketing Operations
PMO
Marketing Coordination
Account Services
Client Services
Written Communication
Stakeholder Management
Process Improvement
Documentation
Reporting
CRM
Salesforce
HubSpot
Marketo

Location

U.S.

Work Type

Full-time

Experience Level

5-10 years

Education Level

Degree in Marketing, Communications, Business, or a related field a plus

Salary/Compensations

$95,000 - $115,000

Benefits

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

About the Company

Cerity Partners is one of the nation’s leading independent financial advisory firms, serving high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from 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.
We believe in the long view, seeking long-term growth with a comprehensive and sustained approach to wealth management.
We manage over $100 billion assets for our clients and are routinely recognized as a Barron’s Top 100 RIA firms in the nation.
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.

Equal Opportunity

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 careers@ceritypartners.com.