Hiring: Strategic Engagement Team Relationship Manager Company: Cerity Partners Location: Louisville, KY Job Posted Time: 2026-09-10 12:13:17 Target Skills & Keywords : Asana, Financial Planning, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Project Management, Salesforce About the job Experience: •7+ years’ experience in account management, sales, or marketing Required Skills: •Lead and oversee supporting the strategic growth of our corporate programs through existing and new business •Leads and manages project initiatives: building project plans, managing project milestones, and seeing them through to completion •Lead and oversee collaborating on growth strategies within each relationship for both B2B and B2C growth. •Coordinates with cross-functional teams (i.e Marketing, Advisor Teams, Compliance, etc.) to execute project milestones •Curates Workplace Solutions external collateral (i.e. email drip campaigns, newsletters, flyers, invites, presentations) in concert with Advisor and Marketing teams •Assists advisors with the creation of benefits education, video scripts, presentation talk tracks, etc. •Prepares agendas for and facilitates all Workplace Solutions program recurring meetings (both internal and external) •Leads recurring meetings with advisor teams to provide updates and ideas to grow programs Qualifications: •Bachelor's degree required, with a concentration in business, project management, marketing/communications, or related field preferred •Strong interpersonal and networking skills, with an ability to cultivate and manage client relationships, and work effectively with others •Demonstrated capacity to create, compose, and edit written materials •Strong communication and presentation skills •Strong interpersonal and networking skills, with an ability to cultivate, and manage client relationships •Possesses strong computer skills: Microsoft Office suite (especially Microsoft Word, PowerPoint & Excel), CRM systems, and intranet •Salesforce, Asana, and Canva experience •High level of integrity in dealing with confidential client and prospect information •Willingness to travel (estimated 5% of time) and work a flexible schedule (some evening events required) •Has a positive attitude, is collaborative, takes initiative/responsibility for projects, and has a desire to coach others Compensation: •$90,000 - $110,000 / year •Health, dental, and vision insurance – day 1! Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!