Marketing Services Coordinator

Requirements

• Experience in financial services, professional services, or another regulated industry
• Familiarity with marketing compliance considerations (e.g., SEC/FINRA advertising guidelines) or demonstrated ability to learn quickly
• Experience with CRM or marketing platforms (Salesforce, HubSpot, Marketo, or similar)
• Background in agency traffic coordination, shared services, or internal creative operations
• Experience working in a matrixed organization with multiple internal stakeholder types
• Compensation Range:
• $80,000 - $95,000
• Why Cerity Partners :
• Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our to

Additional Information

Position Summary: The Marketing Services Coordinator is a high-volume, process-driven execution role responsible for managing inbound marketing requests from advisors and internal business units across the firm. Requests span a defined range of marketing services - including materials creation and review, ads, advisor bio updates, mass email sends, and event asset support - and are submitted through a centralized intake form. This role is the first and primary point of contact for all requestors. The right candidate is organized, service-oriented, and thrives in a structured environment where clear policies and SLAs govern the work. They apply sound judgment to assess each request against defined scope, compliance guidelines, and resource constraints - moving work forward when appropriate, and professionally redirecting when it is not. This role values reliability, consistency, and proactive communication above all else. Primary Responsibilities Request Intake & Triage 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 Execution & Delivery 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 Scope & Policy Management 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 Stakeholder Communication 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 Required Qualifications: 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

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