Cerity Partners

Merger Marketing Lead

Cerity Partners, Saratoga Springs, New York, United States, 12866

Job Details


Job LocationSaratoga Springs Office - Saratoga Springs, NY

Salary Range$110,000.00 - $130,000.00

Job CategoryMarketing


The Merger Marketing Lead will be responsible for the full Cerity Partners merger lifecycle from the Marketing lens. This is a new role that will work across business functions and closely with our Partner Development and Change Management Teams to implement upper funnel marketing, through to rebranding, and marketing integration. The role will report directly to the Chief Marketing Officer. This role requires a strategic mindset and the ability to build strong internal and external relationships. The ideal candidate should have a profound understanding of the role marketing and brand play within the context of wealth management and have superior project and change management skills.

As the Merger Marketing Lead your responsibilities would include the following:Lead the merger lifecycle for the Marketing function, from demand generation, through merger, to post-mergerOversee marketing campaigns to generate a pipeline of potential merger opportunitiesContribute to research and due diligence processes to determine merger candidate capabilities and fitParticipate in prospective partner discovery and due diligence meetings with the CMORepresent the Cerity Partners approach to marketing in internal and external meetingsOperationalize the marketing merger process across all merger phasesOversee and project manage omni-channel rebrands for all mergers (visual identity, website, content, narrative)Work with Marketing team members to assess content and digital marketing capabilitiesApply innovative thinking and creativity to help merged firms transition their marketing practiceDevelop deep relationships with merging and merged colleagues to support business growthEstablish tools and resources to enhance the colleague and client experience post-mergerServe as the Marketing Team representative in all merger-related project meetingsIdeal Candidate Profile

7+ years of professional experience in brand, marketing or change managementExperience with brand strategy, design and creative executionStrong project management and prioritization skillsSuperior written and verbal communications skillsDesire and ability to both lead strategy and execute tacticallyExperience working in a matrixed organizationStrong relationship building skillsSuperior presence and presentation skills, comfortable interfacing with external audiences on behalf of the firmEffective collaborator with the ability to build consensus and lead by influenceExperience in the wealth planning/RIA space a plusThe Cerity Partners Marketing Team touches all aspects of brand, performance marketing, content and communications across the firm. The team serves as an accelerant to the business, from driving awareness through to supporting a superior client experience and retention. We believe the job of marketing to be muli-faceted and to include:Building and sustaining

a lasting and best of breed brandCreating demand

across individuals, families, businesses, and prospective partnersMoving prospects through

the buying experiencePartnering with advisors

to accelerate their individual growth effortsCollaborating

across business lines and applying tactics to accelerate business goalsFostering cohesion

between internal culture and the external brand

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight. Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:

You understand the need to provide a world-class client experienceYou value the collaboration of insightful, experienced colleagues to deliver our servicesYou demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills