POSITION OVERVIEW

We seek a resourceful and proactive impact maker with at least 3-5 years of applicable experience to join our growing marketing team. As a Marketing Manager, you’ll be responsible for implementing and coordinating large projects and marketing operations , overseeing requests , handling quick-turnaround tasks, and managing vendor/agency/media relationships . You’ll ensure smooth marketing operations, support tech integration, and be a go-to problem-solver for day-to-day tasks. This role is focused on execution and collaboration across multiple teams to support the marketing and the firm’s strategic objectives. Additionally, you will have higher-level decision-making responsibilities, budget management for specific events, and lead coordination efforts while working closely with other team members.

JOB RESPONSIBILITIES

• Higher-Level Decision Making: Participate in higher-level decision-making processes to shape the strategic direction of marketing initiatives.
• Budget Management: Oversee budgeting for specific events, ensuring that all financial aspects are managed efficiently and within allocated resources while actively seeking opportunities to stretch the budget further and identify cost-saving measures without compromising quality.
• Implement and Coordinate Large Projects: Delegate and collaborate with cross-functional teams and marketing coordinators/associates to deliver on 2025 initiatives such as firm-wide rebranding, vendor integration, HubSpot consolidation and implementation, and other projects contributing to lead generation.
• Lead Coordination Efforts: Lead the coordination of marketing tasks and processes, ensuring that all activities are aligned with the firm's strategic objectives.
• Collaborate and Delegate: Work closely with other marketing team members, including coordinators and associates, to ensure efficient workflow and task completion without direct management responsibilities.
• Facilitate Communication and Collaboration: Act as a liaison between different teams and departments to ensure smooth communication and collaboration on marketing projects.
• Manage Vendor Relationships: Communicate and monitor performance and deadlines while building key vendor relationships. Contribute to the research, negotiation, and selection of future vendors.
• Cultivate Media Relations: Manage and cultivate media relationships, seeking out placement opportunities in PR and using tools like Qwoted to enhance the firm's visibility.
• Support Technology Integration: Assist with technology integration efforts like HubSpot and Asana for automation and operational efficiency. Stay up to date on the latest marketing technologies and trends.
• Support Recurring Marketing Activities: Oversee the execution of recurring marketing activities, such as quarterly newsletters, factsheets, and pitchbooks, ensuring they are completed on time and meet quality standards.
• Oversee Incoming Requests: Manage incoming marketing and operational requests, including handling quick-turnaround tasks like internal communications, slide edits, and data processing while liaising between different teams and departments to ensure smooth communication and collaboration on marketing projects.
• Maintain Project Documentation: Keep detailed records of project plans, progress reports, and any changes to project scope or timelines.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

• Growing to be the trusted point person for projects and marketing operations within 6-12 months. Able to lead and initiate strategic initiatives within 1-2 years.
• Handling 80% of operational requests independently within 6 months, with the ability to lead, train, and delegate in 6-12 months.
• Supporting and leading change management efforts , ensuring smooth adoption of new tools like Asana and HubSpot within 1 year.

WHAT WE THINK THE TYPE OF PERSON WHO THRIVES LOOKS LIKE

We’re looking for someone whose peers and leaders would describe them as:

• A problem-solver who is resourceful and able to handle versatile tasks independently, with experiences that exemplify our team’s core values.
• Emotionally intelligent , excelling in collaboration by delivering results while enhancing relationships.
• Proactive and fast-moving, with a strong work ethic and hunger for growth.
• Resilient , you like to win; but you also understand that failure is part of learning and use setbacks as fuel for growth.
• Growth-minded , eager to learn and adapt quickly—you act as a "sponge" for new knowledge.
• Flexible , able to think big picture but also willing to roll up your sleeves to get things done. You take pride in being able to operate both strategically and tactically.
• AI-savvy , with practical experience in applying AI solutions to real-world problems. You are passionate about leveraging AI to drive innovation and efficiency within the team.
• You are T-shaped —excelling in 1-3 areas while being capable in several others. We don’t expect expertise in everything on Day 1, but a commitment to learning is essential.
• Detail-oriented , with a keen eye for accuracy and precision. You meticulously review your work to ensure it meets the highest standards, and you are adept at identifying and correcting errors.

WHAT WE'RE LOOKING FOR IN YOUR BACKGROUND

Instead of just listing your past jobs, we want to hear about you – your personality, how you've learned and grown, and how that makes you the right fit for this role. We value your unique experiences and the journey that has shaped you into the professional you are today.

For this specific position:

• Experience in operations, business analysis, or financial services marketing is crucial. The quarter-end process involves a strict time crunch, requiring efficient newsletter editing, publishing, and the generation of dozens of factsheets and pitchbooks. This process requires collaboration with numerous departments, contributing to a challenging environment. If you can’t understand performance, attribution, or client segmentation, there may be a steep learning curve that could set you up for failure.
• Tech-savvy , proficient in Microsoft Outlook, Word, Excel, and PowerPoint. You also have experience with project management software like Microsoft Planner, Asana, Jira, and are able to build dependencies, set smart goals, and define success metrics (we may let you build a project using Asana during interview process).
• Understanding project management fundamentals , especially as they relate to marketing or business operations.
• Confident dealing with C-level executives , able to communicate clearly and say no gracefully.

WHY JOIN OUR TEAM?

• Growth : Ideas are evaluated on merit, not hierarchy. Your growth is limited only by how fast you learn and how big an impact you make.
• Learning : You will learn a tremendous amount—about leadership, collaboration, data analytics, decision-making, and the ins and outs of marketing tools and strategies. You’ll also learn how to handle conflicts, setbacks, and challenges effectively, gaining resilience along the way. This is a great team to be in to gain a holistic view of business and polish your business sense.
• One Team : We are building a unified team across our various divisions. We move fast but always have each other’s backs.
• Impact : Your work will enhance team communication, contribute to a growing culture, and be critical in scaling both the team and the company.
• Aligned : Each of us will contribute to the overarching team goal in various ways, and we are aligned on rewards.

WHY KOVITZ?

• Strong Culture : At Kovitz, we foster a culture with no egos, where relationships and teamwork come first. We prioritize work-life balance and always strive to do the right thing for our clients, colleagues, and the firm.
• Best Place to Work : In 2024, Kovitz was named one of the Best Places to Work by Crain's Chicago. This recognition reflects our commitment to creating a positive and supportive workplace environment. See below for full disclosure.
• Fast Growing : Kovitz has grown 3X in the past 9 months, offering exciting opportunities for growth, innovation, and career advancement within the firm.
• Attractive Vision : We are building a truly scaled, cohesive firm with national reach while maintaining the boutique feel that allows us to deliver personalized service to our clients.
• Growth Mindset : While Kovitz is doing great, we recognize that we are not perfect. We are looking for talent and fresh ideas to make an impact through collaboration and continuous improvement, driving us to become an even better place to work.

BENEFITS HIGHLIGHTS

Work-Life Balance and Time to Recharge: We work hard, we play hard: Enjoy 25 days Paid Time Off (PTO) plus 10 days paid holiday annually.

Benefits:

• Medical, Dental & Vision plans with Health Savings Incentive.
• Employer-paid Disability & Life Insurance programs.
• 401(k) with Profit-Sharing.

Growth:

• Employee Wellness Reimbursement, covering wellness activities like gym memberships, cycling, and races.
• Professional & Personal Development Reimbursement, including training, books, and educational programs.

ADDITIONAL ROLE INFORMATION

• Job Type: Full-Time (Hybrid: 3 days per week in office)
• Compensation Structure: Base Salary + Bonus
• Location: Chicago, IL

ABOUT KOVITZ

Kovitz is an independently-managed registered investment advisory firm focusing on delivering value across the financial spectrum by adhering to strict investment principles, cultivating a solid team, and placing service above all else.

• Founded: 2003
• Assets: $27 Billion
• # Of Employees: 300+

Disclosures:

Kovitz was named on 9/12/24 as one of the best places to work in Chicago by Crain’s Chicago Business for 2024. Rankings are based on both an employer and employee survey conducted by Workforce Research Group. The combined scores determined the best companies and the final ranking. Kovitz paid no application fee to participate, but did pay a fee to license the award logo.