Marketing Operations Manager

Cerity Partners

Marketing Operations Manager responsible for running project tracking systems and managing marketing requests for a leading financial advisory firm. Focused on improving operational efficiency and service orientation.

Posted 7/7/2026full-timeNew York City • Illinois, New York • 🇺🇸 United StatesMid-LevelSenior💰 $95,000 - $115,000 per yearWebsite

About the role

Key responsibilities & impact

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
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

Requirements

What you’ll need

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

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 ManagementStatus ReportingSLA ManagementResource AllocationDocumentation ManagementData AnalysisProcess ImprovementTask Structure ManagementRequest ManagementMeeting Facilitation

Soft Skills

Detail-OrientedOrganizedSolutions-OrientedProfessionalismCollaboration