Merger Marketing Lead

Job Details

Level

Experienced

Job Location

Saratoga Springs Office - Saratoga Springs, NY

Salary Range

$90,000.00 - $120,000.00

Job Category

Marketing

Description

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-merger
• Oversee marketing campaigns to generate a pipeline of potential merger opportunities
• Contribute to research and due diligence processes to determine merger candidate capabilities and fit
• Participate in prospective partner discovery and due diligence meetings with the CMO
• Represent the Cerity Partners approach to marketing in internal and external meetings
• Operationalize the marketing merger process across all merger phases
• Oversee 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 capabilities
• Apply innovative thinking and creativity to help merged firms transition their marketing practice
• Develop deep relationships with merging and merged colleagues to support business growth
• Establish tools and resources to enhance the colleague and client experience post-merger
• Serve as the Marketing Team representative in all merger-related project meetings

Ideal Candidate Profile

• 7+ years of professional experience in brand, marketing or change management
• Experience with brand strategy, design and creative execution
• Strong project management and prioritization skills
• Superior written and verbal communications skills
• Desire and ability to both lead strategy and execute tactically
• Experience working in a matrixed organization
• Strong relationship building skills
• Superior presence and presentation skills, comfortable interfacing with external audiences on behalf of the firm
• Effective collaborator with the ability to build consensus and lead by influence
• Experience in the wealth planning/RIA space a plus

The 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:

1. Building and sustaining a lasting and best of breed brand
2. Creating demand across individuals, families, businesses, and prospective partners
3. Moving prospects through the buying experience
4. Partnering with advisors to accelerate their individual growth efforts
5. Collaborating across business lines and applying tactics to accelerate business goals
6. Fostering 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 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

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