Cerity Partners

Social Media Manager

• Fully own and oversee all social media channels for the firm, including B2C and B2B audience publishing.
• Serve as a social media evangelist and expert, offering ongoing training sessions to turn colleagues into brand ambassadors.
• Work across the Marketing team to develop social media campaigns that speak to our target personas.
• Interface with other internal colleagues to generate social media campaigns and ideas.
• Draft, copyedit, and coordinate approval for all social media activity.
• Support launches, announcements, mergers, events, and other key moments with social and digital components.
• Partner with agencies to develop content, including LinkedIn posts, YouTube assets, and paid media campaigns.
• Support community management, including monitoring comments and conversations.
• Track and report on social media performance; assess what’s working and provide recommendations.
• Manage social listening tools and vendors.
• Identify social media trends and proactively recommend new channels and formats.
• Support social media operations, including asset management, documentation, scheduling, and optimization.

Director

• The Professional Development Director is focused on the training and development of individual colleagues.
• Work closely with practice leaders and managers and the human capital team to identify capability gaps and emerging skill requirements across the practice.
• Partner with the Talent team to design and implement individualized development plans (IDPs) for professionals at all levels.
• Assess talent by providing detailed insights on strengths, development opportunities, and growth potential.
• Collaborate with colleagues to create comprehensive training plans utilizing curriculum from Cerity Partners University, and other internal and external resources.
• Curate and deliver targeted training for colleagues based on their needs, skill gaps, career goals, and career paths.

Director of Wealth Management Training – Development

Business Intelligence Analyst

• Lead paid, organic and performance marketing analytic needs including report and data insight creation, analysis and presentation
• Analyzes Salesforce pipeline, ensuring Salesforce data integrity and prospects are being updated as they proceed on client journey
• Lead the end-to-end monthly reporting cycle, overseeing compilation, quality control, and delivery of key performance indicators to internal stakeholders
• Oversee the maintenance and development of sophisticated data models supporting marketing reporting
• Own the Power BI report and related dashboard development, ensuring optimal performance
• Conduct comprehensive data validation processes
• Coordinate with other business unit leaders to resolve data issues
• Interface with executives, analysts, and client-facing business leaders
• Ensure compliance with internal controls and regulatory requirements

Social Media Manager

Director of Wealth Management Training – Development

Marketing Reporting Analyst