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    Merger Marketing Lead - Saratoga Springs, United States - Cerity Partners

    Cerity Partners
    Cerity Partners Saratoga Springs, United States

    2 weeks ago

    Default job background
    Description
    Job Details

    Level
    Experienced

    Job Location
    Saratoga Springs Office - Saratoga Springs, NY

    Salary Range
    $90, $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:

    Building and sustaining

    a lasting and best of breed brand
    Creating demand

    across individuals, families, businesses, and prospective partners
    Moving prospects through

    the buying experience
    Partnering with advisors

    to accelerate their individual growth efforts
    Collaborating

    across business lines and applying tactics to accelerate business goals
    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

    #LI-CH1
    #J-18808-Ljbffr
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