📌 Core Information
🔹 Job Title: Integrated Marketer (B2B)
🔹 Company: Cerity Partners
🔹 Location: New York City, NY (with remote flexibility)
🔹 Job Type: Full-Time
🔹 Category: Financial Services, Marketing
🔹 Date Posted: 2025-08-08
🔹 Experience Level: 5-10 years
🔹 Remote Status: Hybrid (on-site and remote)
🚀 Job Overview
Key aspects of this role include:
- Developing and executing annual marketing plans for B2B practices
- Creating buyer personas, content, and multi-channel distribution strategies
- Collaborating with various teams to create compelling content and manage budgets
- Tracking performance against established KPIs and optimizing marketing efforts
- Building and maintaining relationships with business leads and stakeholders
ASSUMPTION: This role requires a strategic and tactical mindset, with a deep understanding of B2B marketing and sales processes. The ideal candidate will be comfortable working in a lean marketing environment and collaborating with various teams to achieve growth goals.
📋 Key Responsibilities
✅ Own and execute annual marketing plans for each Cerity Partners B2B practice
✅ Develop buyer personas, content, messaging, and omni-channel distribution strategies for various business lines
✅ Deploy a deep understanding of each business and its inherent marketing and business development needs
✅ Generate trusted and proactive relationships with business leads
✅ Own and manage budgets in line with resources and growth goals
✅ Work with the Content Team to ideate and craft compelling, high-value content to engage B2B audiences
✅ Own and refine engagement and nurture strategies to create brand presence and awareness
✅ Work closely with the Digital Team on SEO, paid media, and social media marketing to expand reach
✅ Present reports and progress toward goals to the CMO and business leadership
✅ Own and manage any B2B-focused social channels
✅ Build and maintain an editorial calendar to ensure consistent and relevant content distribution
✅ Identify opportunities for earned media, partnerships, sponsorships, and speaking engagements that enhance brand credibility
✅ Coordinate and manage webinars, events, and other experiential tactics
✅ Establish KPIs, track performance, and optimize marketing efforts for maximum impact across business lines
✅ Continually generate creative marketing ideas to test and learn for growth
ASSUMPTION: This role requires a strong understanding of the complexities of B2B decision-making and sales cycles, as well as the ability to create cohesive, multi-channel marketing campaigns that drive engagement and measurable impact.
🎯 Required Qualifications
Education: Bachelor's degree in Marketing, Business, or a related field
Experience: 7-10 years of experience in B2B integrated marketing
Required Skills:
- Proven ability to build brand awareness through strategic and tactical initiatives
- Deep understanding of omni-channel marketing and B2B buyer behavior
- Superior written and verbal communication skills
- Ability to understand and market to the c-suite and board audiences
- Experience with venture capital marketing and workplace solutions is a plus
- Strong content development, messaging, and storytelling skills
- Experience leading integrated campaigns with measurable results
- Ability to work collaboratively, resourcefully, and creatively in a lean marketing environment
- Familiarity with SEO, paid media, analytics tools, and CRM platforms
- Strong project management and prioritization skills
- Experience working in a growing, matrixed organization
Preferred Skills:
- Experience with B2B marketing automation tools
- Fluency in additional languages
ASSUMPTION: The ideal candidate will have a proven track record in B2B integrated marketing, with a deep understanding of the B2B sales process and the ability to create compelling content that resonates with target audiences.
💰 Compensation & Benefits
Salary Range: $120,000 - $150,000 per year
Benefits:
- 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
Working Hours: Full-time, with flexible remote work options
ASSUMPTION: The salary range provided is an estimate based on industry standards for a role of this level and experience. The benefits package is designed to attract and retain top talent in the competitive financial services industry.
📌 Applicant Insights
🔍 Company Context
Industry: Cerity Partners is a leading provider of investment advisory, wealth planning, and business advisory services, serving high-net-worth individuals, businesses, and nonprofit organizations.
Company Size: 1,001-5,000 employees
Founded: Cerity Partners was founded in 2008 and has since grown to become one of the premier investment advisers in the country.
Company Description:
- Cerity Partners serves as a trusted advisor to its clients, providing objective financial advice and comprehensive oversight
- The firm brings together experts from various fields, including attorneys, tax advisors, financial planners, and investment professionals, to address the various facets of a client’s financial life
- Cerity Partners’ private partnership business model has made it a desired home for talented and passionate financial advisors
Company Specialties:
- Investment Advisory
- Wealth Planning
- Business Advisory Services
- Financial Wellness
- Workplace Solutions
- Retirement Plan Consulting
- Corporate Venture Capital
- Family Office Services
- Tax Planning and Preparation
Company Website: ceritypartners.com
ASSUMPTION: Cerity Partners is a well-established and respected firm in the financial services industry, with a strong commitment to providing objective financial advice and comprehensive oversight to its clients.
📊 Role Analysis
Career Level: Mid-level to senior marketing role, with potential for growth and advancement within the marketing team or the broader organization
Reporting Structure: The Integrated Marketer will report directly to the CMO and collaborate closely with marketing team specialists, Sales, and business leaders across the firm
Work Arrangement: Hybrid, with a mix of on-site and remote work options
Growth Opportunities:
- Potential to take on additional responsibilities and advance within the marketing team or the broader organization
- Opportunities to work on high-impact projects and initiatives that drive business growth
- Access to professional development and training opportunities to enhance skills and advance career goals
ASSUMPTION: This role offers a unique opportunity to work in a dynamic and growing organization, with ample opportunities for professional development and career advancement.
🌍 Location & Work Environment
Office Type: Modern, collaborative office spaces with state-of-the-art technology and amenities
Office Location(s): New York City, NY (with remote flexibility)
Geographic Context:
- New York City is a major financial hub, offering a vibrant and dynamic work environment
- The city is known for its diverse cultural attractions, world-class dining, and extensive public transportation options
- Cerity Partners’ office is located in the heart of Midtown Manhattan, providing easy access to various amenities and attractions
Work Schedule: Full-time, with flexible remote work options
ASSUMPTION: The hybrid work arrangement offers the best of both worlds, allowing employees to enjoy the benefits of working from home while also having access to the resources and collaborative environment of the office.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screen with the HR team
- In-depth behavioral and skills-based interview with the hiring manager and/or team members
- Final interview with the CMO or another senior leader
- Background check and offer extension
Key Assessment Areas:
- Strategic thinking and planning skills
- Ability to create compelling content and messaging
- Understanding of B2B marketing and sales processes
- Collaboration and communication skills
- Project management and prioritization skills
Application Tips:
- Tailor your resume and cover letter to highlight relevant experience and skills for this role
- Be prepared to discuss your approach to B2B marketing and provide examples of successful campaigns you’ve led in the past
- Showcase your understanding of Cerity Partners’ business and the unique challenges and opportunities facing the firm
- Demonstrate your ability to work collaboratively and adapt to a lean marketing environment
ATS Keywords: B2B marketing, integrated marketing, omni-channel marketing, buyer personas, content development, SEO, paid media, CRM, project management, collaboration, lean marketing environment
ASSUMPTION: The interview process will focus on assessing the candidate’s strategic thinking, content creation skills, and understanding of the B2B marketing landscape. Successful candidates will be able to demonstrate their ability to work collaboratively and adapt to a lean marketing environment.
🛠️ Tools & Technologies
- Marketing automation tools (e.g., Marketo, Pardot)
- CRM platforms (e.g., Salesforce, HubSpot)
- SEO and analytics tools (e.g., Google Analytics, SEMrush)
- Social media management tools (e.g., Hootsuite, Buffer)
- Project management tools (e.g., Asana, Trello)
- Content creation and design tools (e.g., Adobe Creative Suite, Canva)
ASSUMPTION: The ideal candidate will have experience with a range of marketing tools and technologies, with a willingness to learn and adapt to new platforms as needed.
👔 Cultural Fit Considerations
Company Values:
- Integrity
- Objectivity
- Collaboration
- Expertise
- Innovation
Work Style:
- Collaborative and team-oriented
- Adaptable and resourceful
- Strategic and forward-thinking
- Data-driven and analytical
- Creative and innovative
Self-Assessment Questions:
- Do you thrive in a collaborative and team-oriented work environment?
- Are you comfortable working in a lean marketing environment and adapting to change?
- Do you have a proven track record of creating compelling content and driving engagement?
- Are you comfortable working with data and analytics to inform your marketing strategies?
- Do you have a strong understanding of the B2B marketing and sales processes?
ASSUMPTION: Cerity Partners values candidates who are a strong cultural fit, with a demonstrated ability to work collaboratively, adapt to change, and drive results in a lean marketing environment.
⚠️ Potential Challenges
- Managing multiple projects and priorities in a lean marketing environment
- Balancing the needs and expectations of various stakeholders, including business leads, marketing team members, and senior leadership
- Keeping up with the latest trends and best practices in B2B marketing and technology
- Adapting to changes in the business landscape and adjusting marketing strategies accordingly
- Working with limited resources and budget constraints
ASSUMPTION: The ideal candidate will be comfortable working in a lean marketing environment and able to adapt to change, with a strong ability to prioritize and manage multiple projects and priorities.
📈 Similar Roles Comparison
- Unlike traditional marketing roles, this position requires a deep understanding of B2B marketing and sales processes, as well as the ability to create compelling content and drive engagement
- Cerity Partners offers a unique opportunity to work in a dynamic and growing organization, with ample opportunities for professional development and career advancement
- This role is designed for a resourceful self-starter who is both strategic and tactical, with a deep understanding of the B2B buyer
ASSUMPTION: This role is unique in its requirement for a deep understanding of B2B marketing and sales processes, as well as the ability to create compelling content and drive engagement.
📝 Sample Projects
- Developing and executing a comprehensive marketing plan for a new B2B practice, including buyer personas, content, messaging, and multi-channel distribution strategies
- Creating a series of thought leadership articles and whitepapers to establish Cerity Partners as a trusted advisor in the industry
- Managing a webinar series featuring industry experts and Cerity Partners’ subject matter experts, driving registration and engagement
ASSUMPTION: These sample projects illustrate the strategic and tactical nature of the role, as well as the opportunity to create compelling content and drive engagement.
❓ Key Questions to Ask During Interview
- Can you describe the current marketing landscape for Cerity Partners’ B2B practices and the opportunities for growth?
- How does the marketing team collaborate with sales and business leaders to drive growth and achieve business objectives?
- What are the biggest challenges facing the B2B practices, and how can marketing support in overcoming them?
- How does Cerity Partners approach professional development and career advancement for marketing team members?
- What is the company’s long-term vision for the Integrated Marketer role, and how does this role fit into that vision?
ASSUMPTION: These questions are designed to help candidates better understand the unique challenges and opportunities facing the B2B practices, as well as the company’s long-term vision for the role and the marketing team.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight relevant experience and skills for this role
- Prepare for your interview by researching Cerity Partners’ business and the unique challenges and opportunities facing the firm
- Demonstrate your ability to work collaboratively and adapt to a lean marketing environment
- Follow up with the hiring manager within one week of your interview to express your continued interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
