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Sales & Marketing Project Coordinator
Cerity Partners

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Sales & Marketing Project Coordinator

Cerity Partners

Job Summary

Job Type
Full-time
Job Last Posted
Job posted 23 days ago
Job Role
Sales, Sales & Marketing Leader, Marketing

Job Description

Do you embrace a project from every angle – planning, implementation and ultimately success? Does working on a variety of highly-visible, strategic projects with many stakeholders excite you? If you answered yes to any of the questions above, we believe you would be an excellent candidate as a Project Manager in our Chicago office.

As our Project Coordinator, you will support two Partners on the Executive Management team responsible for marketing and strategic partnership development for the entire organization.

Your responsibilities would include:

  • Work closely with the Sales and Marketing to plan and manage large and complex strategic projects, ensuring successful project delivery
    • Define project plan, outlining roles and responsibilities, decision-making control and escalation plan
    • Ensure success criteria is measurable and defined upfront to align stakeholders
    • Provide project reporting to the Operating Committee, communicating the status and risks for a project
  • Develop and grow strong collaborative relationships with all stakeholders – both internal and external
  • Support organic growth initiatives:
    • Facilitate the successful implementation of strategic partnerships, acting as the firm point-of- contact, managing communication, projects and follow-up
    • Provide support to institutional sales team as it relates to research opportunities about prospect targets
  • Manage Salesforce reporting to ensure projects and relationships are appropriately captured and follow-up controlled
  • Support the Operating Committee with Advisory Board and Executive Committee meeting preparation, support and follow-up
  • Lead ad-hoc projects that range from clearly/well-defined to open-ended/un-defined
  • Lead event planning projects coordinating across stakeholders and vendors

Company Overview:

Cerity Partners (CP) is an award-winning investment and wealth management firm offering financial wellness services to individuals and their families, businesses and their employees, and nonprofit organizations. Our culture is critical to us. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. 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 customer experience
  • You value the collaboration of insightful, experienced colleagues to deliver our services
  • You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills

Qualifications:

Ideal Candidate Profile – “Our Casting Call!”

  • You are a tenacious go-getter who doesn’t take no for an answer and uses your emotional intelligence to drive consensus and adoption
  • Team player who leaves their ego at the door and has a growth mindset, welcoming feedback with the goal of continuous improvement
  • Project management skills including superior critical thinking, analytical, organizational skills and attention to detail with the ability to consolidate data into management deliverables that are concise and persuasive
  • Working knowledge of project management methodologies and tools, change management, Salesforce and Salesforce add-ons for marketing
  • Passion for financial services and technology with appropriate education and experience
    • 5+ years in consulting, business management or business generation

Business Overview

Our Story

Cerity Partners is an award-winning investment and wealth management firm offering financial wellness services to individuals and their families, businesses and their employees, and nonprofit organizations. We act as a trusted advisor, a fiduciary and steward, who preserve and enhances wealth through timely, personalized, unbiased advice, placing the interests of our clients first. Our mission is to positively impact the financial lives of our clients. With no proprietary products to sell, we have the freedom to recommend the best offerings in the marketplace for clients’ custody, trading, investment, planning and tax needs.

 

Our culture is critical to us. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how each and 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 customer experience

• You value the collaboration of insightful, experienced colleagues to deliver our services

• You demonstrate strong affinity in financial services, exceptional communication, organization, and prioritization skills

 

Links

Culture & Perks

Workplace
Collaborative
Fast-paced
Mission Driven
Professional
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