The HubSpot/Marketing Automation Specialist is a new role that will be responsible for managing the firm’s email marketing and automation processes, ensuring that all communications are executed smoothly and effectively. This role plays a crucial part in driving client engagement, nurturing prospective clients, and supporting both the Marketing Team and client-facing Advisors through targeted, data-driven marketing strategies. The ideal candidate is a highly skilled user of HubSpot, with experience integrating marketing automation platforms with CRM systems, particularly Salesforce, and able to provide actionable insights through rigorous data analysis. This is an opportunity for the right candidate to play a crucial role in developing and implementing the firm’s marketing automation strategy.
Primary Responsibilities
Company Overview:
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. Our culture allows us to deliver this mission. 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: