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About the Role

The Marketing Operations Manager serves as the operational PMO for the marketing team, managing project tracking, 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.

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 project status check-ins, including agendas, action items, and follow-ups.
• Prepare consolidated status materials for CMO 1:1s and leadership reporting.
• Extract and track action items from meeting notes into Asana with assigned owners and due dates.
• 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 patterns and inform 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, setting expectations with requestors.
• Provide consistent status updates throughout the lifecycle of each request.
• Manage stakeholder expectations professionally when timelines shift or requests require redirection.
• Build credibility as a reliable and responsive point of contact for marketing support.
• Assess submissions against scope, SLA, and marketing policy to determine the appropriate course of action.
• Gather missing information from requestors before routing or executing.
• Escalate requests that require team discussion, are complex, or come from VIPs.
• Execute requests that align with the template library and coordinate with internal team members for bespoke requests.
• Maintain accurate status records for all open requests in Asana.
• Own intake process, SLA, and colleague experience improvement.
• Document recurring scope issues and surface patterns for 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.
• Demonstrated ability to manage multiple concurrent requests or projects with accuracy and professionalism.
• Strong written communication skills for clear stakeholder updates, policy-based responses, and leadership reporting.
• Comfort working within defined processes and systems, with the ability to build and improve operating rhythms and documentation.
• Sound judgment to apply scope and compliance policies accurately.
• 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.
• Degree in Marketing, Communications, Business, or a related field is a plus.
• Experience in financial services, professional services, or another regulated industry is preferred.
• Familiarity with marketing compliance considerations or demonstrated ability to learn quickly is preferred.
• Experience with CRM or marketing platforms (Salesforce, HubSpot, Marketo, or similar) is preferred.
• Background in agency traffic coordination, shared services, internal creative operations, or a formal PMO function is preferred.
• Experience working in a matrixed organization with multiple internal stakeholder types and senior/executive stakeholders is preferred.
• Applicants must be authorized to work for any employer in the U.S.

Skills

• Project management systems (Asana, Monday.com, Workfront, or similar)
• Excel
• PowerPoint
• CRM or marketing platforms (Salesforce, HubSpot, Marketo, or similar)

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

• Our people drive our success by working together to deliver exceptional service to our clients.
• Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.
• We are dedicated to building an inclusive and diverse workforce.

Equal Opportunity

• We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues.
• We 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.