Marketing Services Coordinator

Cerity Partners

Marketing Services Coordinator managing inbound marketing requests for Cerity Partners. Organized and service-oriented role, requiring collaboration with advisors and internal teams.

Posted 6/3/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $95,000 per yearWebsite

About the role

Key responsibilities & impact

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
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 or coordinate execution of approved requests by selecting from a defined library of marketing solutions and templates
Manage concurrent requests across advisor and business unit queues with accuracy and adherence to turnaround standards
Coordinate with internal team members (design, digital, content, compliance) as needed to fulfill requests within SLA
Maintain accurate status records for all open requests in the firm’s project management system (Asana)
Build and maintain dashboards and intake reports that provide visibility into request volume, SLA performance, and recurring patterns
Apply established scope, compliance, and resource policies to determine when a request can proceed as submitted, requires modification, or falls outside what marketing can support
Communicate out-of-scope or non-compliant requests to stakeholders clearly and professionally, citing the applicable policy or guideline
Escalate borderline or ambiguous requests to the appropriate marketing lead rather than making unilateral exceptions
Document recurring scope issues and surface patterns to inform team process improvement
Own and manage the firmwide Marketing resources intranet page
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
Represent the marketing team professionally in all written and verbal communication

Requirements

What you’ll need

2–5 years of experience in a marketing operations, marketing coordinator, account services, project management or client services role
Demonstrated ability to project manage multiple campaigns with high volumes of concurrent requests or projects with accuracy and professionalism
Strong written communication skills — able to produce clear, professional stakeholder updates and policy-based responses
Comfort working within defined processes and systems; not reliant on creative latitude to perform well
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; experience using a task management platforms (Asana, Monday.com, Workfront, or similar)
Strong command of Excel and PowerPoint
Proficiency with project management tools such as Asana, Monday.com or Jira.
Ability to work collaboratively, resourcefully, and with a calm, solutions-oriented approach
Degree in Marketing, Communications, Business, or a related field a plus

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

project managementmarketing operationscampaign managementdata analysiscompliance policy applicationstakeholder communicationreportingrequest categorizationstatus trackingresource management

Soft Skills

detail-orientedorganizedprofessional communicationjudgmentcollaborativesolutions-orientedresponsivenesscredibility buildingexpectation managementprocess improvement