Brand Campaign & Events Specialist
Cerity Partners LLC, Saratoga Springs, NY, United States
Brand Campaign & Events Specialist page is loaded## Brand Campaign & Events Specialistremote type:
Hybridlocations:
New York City, NY:
Saratoga Springs, NY:
Boston, MAtime type:
Full timeposted on:
Posted 2 Days Agojob requisition id:
R609**Primary Responsibilities*** General Brand
+ Track the firm’s brand budget, develop and maintain dashboards and reports that provide a holistic picture of brand spend and impact
+ Build presentations and reports that go directly to executive leadership — polished, precise, and built to influence
+ Support brand research and firmwide brand agency projects
+ Support project management for corporate brand campaigns, working with the Digital team
+ Manage corporate gifting and stationery vendor relationships* Sponsorships
+ Administer all firmwide sponsorships including contracts, deliverable tracking, budget management
+ Maintain a sponsorship tracker for deadlines, activation milestones, registrations, and branding requirements.
+ Conduct post-activation audits and create reports on ROI and impact.
+ Staff onsite sponsorship events as needed.
+ Research sponsorship opportunities; present findings to the CMO with details to support decision-making.* Events
+ Design firm events and execute end-to-end logistics for firm-hosted events that reinforce brand differentiation and support client and prospect engagement
+ Serve as a subject-matter expert for advisor teams, create and own a comprehensive event-in-a-box approach.
+ Source venues, negotiate vendor contracts, and manage event budgets.
+ Build and maintain project plans, run-of-show documents, and post-event recaps.
+ Coordinate event branding/communications (invitations, reminders, logistics) with the broader marketing team.
+ Manage influencer programs associated with events and sponsorships.* Awards & Industry Recognition
+ Own the firmwide awards calendar— manage submission deadlines, and drive the process from start to finish.
+ Write and edit award submissions in collaboration with advisors, HR, and firm leadership.
+ Track results and route wins to PR and content teams for amplification.
+ Build a reusable submission library to improve efficiency across cycles.**Required Qualifications:*** 5 – 7 years of experience in brand marketing and events—financial services or professional services experience strongly preferred.* Strong command of Excel and PowerPoint; experience with Salesforce a strong plus* Demonstrated project management skills — including building and maintaining project plans, managing cross-functional dependencies, and holding stakeholders accountable to deadlines.* Demonstrated experience overseeing vendor relationships and agencies.* Proven ability to plan and execute corporate events of varying size and format.* Comfort with data analysis, project management, and executive presentation* Experience administering sponsorship programs including contract negotiation and deliverable fulfillment.* Exceptional stakeholder management skills; comfort working with senior executives and advisors.* Bachelor’s degree in Marketing, Communications, or a related field.**Preferred Qualifications:*** Experience in financial services, professional services, or luxury/high-net-worth client segments.* Proficiency with project management tools such as Asana or Monday.com.* Proficiency with design workflow tools (e.g., Canva, Figma) for basic asset coordination.* Strong understanding of brand marketing channels and how they intersect with other parts of marketing* Ability to work collaboratively, resourcefully, and with a calm, solutions-oriented approach.* Strong project management and prioritization skills; comfort managing competing deadlines.* Experience working in a growing, matrixed organization.**Physical Requirements:*** Prolonged periods sitting at a desk and working on a computer.* Must be able to lift up to 15 pounds at times.**Compensation Range:**$90,000 - $120,000**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 total rewards package:* 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*Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.**Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.*Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight.
At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth.
We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation.
The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs. #J-18808-Ljbffr
Hybridlocations:
New York City, NY:
Saratoga Springs, NY:
Boston, MAtime type:
Full timeposted on:
Posted 2 Days Agojob requisition id:
R609**Primary Responsibilities*** General Brand
+ Track the firm’s brand budget, develop and maintain dashboards and reports that provide a holistic picture of brand spend and impact
+ Build presentations and reports that go directly to executive leadership — polished, precise, and built to influence
+ Support brand research and firmwide brand agency projects
+ Support project management for corporate brand campaigns, working with the Digital team
+ Manage corporate gifting and stationery vendor relationships* Sponsorships
+ Administer all firmwide sponsorships including contracts, deliverable tracking, budget management
+ Maintain a sponsorship tracker for deadlines, activation milestones, registrations, and branding requirements.
+ Conduct post-activation audits and create reports on ROI and impact.
+ Staff onsite sponsorship events as needed.
+ Research sponsorship opportunities; present findings to the CMO with details to support decision-making.* Events
+ Design firm events and execute end-to-end logistics for firm-hosted events that reinforce brand differentiation and support client and prospect engagement
+ Serve as a subject-matter expert for advisor teams, create and own a comprehensive event-in-a-box approach.
+ Source venues, negotiate vendor contracts, and manage event budgets.
+ Build and maintain project plans, run-of-show documents, and post-event recaps.
+ Coordinate event branding/communications (invitations, reminders, logistics) with the broader marketing team.
+ Manage influencer programs associated with events and sponsorships.* Awards & Industry Recognition
+ Own the firmwide awards calendar— manage submission deadlines, and drive the process from start to finish.
+ Write and edit award submissions in collaboration with advisors, HR, and firm leadership.
+ Track results and route wins to PR and content teams for amplification.
+ Build a reusable submission library to improve efficiency across cycles.**Required Qualifications:*** 5 – 7 years of experience in brand marketing and events—financial services or professional services experience strongly preferred.* Strong command of Excel and PowerPoint; experience with Salesforce a strong plus* Demonstrated project management skills — including building and maintaining project plans, managing cross-functional dependencies, and holding stakeholders accountable to deadlines.* Demonstrated experience overseeing vendor relationships and agencies.* Proven ability to plan and execute corporate events of varying size and format.* Comfort with data analysis, project management, and executive presentation* Experience administering sponsorship programs including contract negotiation and deliverable fulfillment.* Exceptional stakeholder management skills; comfort working with senior executives and advisors.* Bachelor’s degree in Marketing, Communications, or a related field.**Preferred Qualifications:*** Experience in financial services, professional services, or luxury/high-net-worth client segments.* Proficiency with project management tools such as Asana or Monday.com.* Proficiency with design workflow tools (e.g., Canva, Figma) for basic asset coordination.* Strong understanding of brand marketing channels and how they intersect with other parts of marketing* Ability to work collaboratively, resourcefully, and with a calm, solutions-oriented approach.* Strong project management and prioritization skills; comfort managing competing deadlines.* Experience working in a growing, matrixed organization.**Physical Requirements:*** Prolonged periods sitting at a desk and working on a computer.* Must be able to lift up to 15 pounds at times.**Compensation Range:**$90,000 - $120,000**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 total rewards package:* 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*Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.**Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.*Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight.
At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth.
We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation.
The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs. #J-18808-Ljbffr