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Cohen & Company

Tax, assurance, and advisory services provider

Senior Associate - Industry Marketing

Full-TimePosted on 10/24/2026
$75k - $90k+ Annual discretionary merit increases + Bonus
Mid
Bachelor's
Cleveland, OH, USA+4 moreMore locations: Philadelphia, PA, USA | Chicago, IL, USA | Milwaukee, WI, USA | Baltimore, MD, USA
Hybrid
Growth & MarketingMarketing Generalist & Management

About the job

Requirements
  • A bachelor's degree in marketing, business, or communications, or equivalent practical experience.
  • A minimum of 3 years in a marketing or business development support role; experience with a professional services firm such as accounting, law, or consulting is preferred.
  • Proficiency in Microsoft Office Suite.
  • Experience with customer relationship management systems; Salesforce experience is preferred.
  • Experience with marketing automation is preferred.
  • Strong project management skills and the ability to manage multiple, sometimes time-sensitive, projects simultaneously.
  • Strong verbal and written interpersonal and communication skills, with attention to detail.
  • Strong client service skills, the ability to anticipate needs, and the ability to exercise independent judgment.
  • A results-oriented approach and interest in driving growth and innovation.
  • A collaborative approach and the ability to work across multiple departments and influence stakeholders at all levels.
Responsibilities
  • Collaborate with team members to implement top-of-funnel lead generation initiatives that create opportunities for stronger relationships and business growth.
  • Work with Vertical Market Leaders to establish and update growth plan elements, including ideal client profiles, SWOT analyses, strategic initiatives, key performance indicators, and key competitors.
  • Own Asset Management event sponsorship activity, including the event calendar and associated budget; pre-event planning meetings; Salesforce campaign and activity tracking; post-event debriefs; return-on-investment and associated activity tracking and reporting; related thought leadership and social media activity; and other sponsorship marketing needs.
  • Develop and maintain relevant Asset Management industry statistics that support differentiated market messaging.
  • Oversee and update Asset Management website content and marketing collateral.
  • Maintain knowledge of key competitor activity.
  • Oversee tracking of key Centers of Influence relationships and activities.
  • Build and maintain industry association relationships.
  • Lead internal communication efforts for the Asset Management group, including facilitating firmwide Asset Management community calls by scheduling them and preparing messaging and materials, publishing an internal newsletter, and maintaining relevant intranet pages.
  • Support Asset Management client experience initiatives, including satisfaction and perception surveys.
  • Support Asset Management thought leadership opportunities, including white papers, webinars, and surveys.
  • Support Asset Management Vertical Market Leaders with pipeline opportunity management and proposal and request-for-proposal activity.
  • Support Growth Leadership Team activities related to strategic Asset Management go-to-market activities, including activating and testing Minimum Viable Product ideas, lead generation campaigns, key account management, and integration of new partner laterals and mergers and acquisitions.
Desired Qualifications
  • Asset management or investment industry experience is preferred.
  • Experience with a professional services firm, such as accounting, law, or consulting, is preferred.
  • Salesforce experience is preferred.
  • Marketing automation experience is preferred.

About the company

Cohen & Company provides tax, assurance (auditing), and advisory services to a wide range of industries, including digital assets, investment funds, real estate, manufacturing, technology, and life sciences. Clients engage for specific services, and the firm conducts analysis, planning, audits, and reporting, delivering actionable recommendations and ongoing support through teams with industry expertise. The firm differentiates itself through its long history (founded in 1977), deep cross‑industry knowledge, focus on culture and talent development, and a strong alumni network that extends its knowledge base. Its goal is to help clients navigate complex financial and regulatory environments, minimize risk, and improve financial performance for sustainable growth.

Company Size

501-1,000

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

$8.1M

Headquarters

Cleveland, Ohio

Founded

1977

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Simplify's Take

What believers are saying

  • Q2 2026 revenue reached $69.5 million, up from $59.9 million year-over-year.
  • Gordon Advisors closed June 1, 2026, expanding Michigan and strengthening local market share.
  • Rory Wilson and Andrew Palko add forensic and asset-management depth across compliance-heavy client segments.

What critics are saying

  • Capital Markets generated 67% of revenue in Q4 2025, creating SPAC concentration risk.
  • Q1 2026 principal transactions turned negative $3.4 million after ProCap's $33 million spike.
  • If SPAC issuance slows, COHN's investment-banking earnings drop before traditional M&A fills the gap.

What makes Cohen & Company unique

  • Cohen & Co audits 2,700 funds and ranks third in U.S. registered funds.
  • Its Asset Management platform closed PriDe IV at €481.5 million in February 2026.
  • Lovell Minnick-backed acquisitions and 100-plus 2026 promotions deepen advisory, tax, and regional coverage.

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Benefits

  • Medical, Dental, & Vision Insurance
  • Assistance with retirement/investment planning
  • 401(k) match
  • HSA & FSA
  • Parental Leave
  • Life Insurance
  • Pet Insurance
  • Payment, guidance and support for credentials such as the CPA and others
  • Firm learning subscriptions
  • Community volunteer activities
  • Volunteer time off
  • Firm-sponsored activities

Growth & Insights and Company News

6 month growth

8%

1 year growth

11%

2 year growth

11%
PR Newswire
Sep 14th, 2026
Cohen & Co appoints Rory Wilson as partner to lead Forensic Services Group

Cohen & Co has appointed Rory Wilson as partner and leader of its Forensic Services Group in Philadelphia. Wilson brings over 20 years of experience advising multinational corporations, board committees and external counsel on forensic accounting, financial investigations and fraud risk management. Wilson specialises in anti-bribery, anti-corruption and anti-money laundering compliance. He has worked with international regulatory and law enforcement agencies across highly regulated industries including financial services, energy, technology and life sciences. He holds a Certified Fraud Examiner designation and is certified in corporate investigations by the City of London Police. The Forensic Services Group provides technology-enabled investigative and compliance services to organisations, boards and legal counsel. Cohen & Co has 900 professionals across 15 US offices.

PR Newswire
Jul 17th, 2026
Cohen & Co appoints Brian Ganser as partner in charge of advisory practice

Cohen & Co has appointed Brian Ganser as partner in charge of advisory, effective 13 July 2026. Ganser will oversee strategy, growth and operational performance of the firm's Advisory Practice, including its Office of the CFO, Transaction Services and Valuation teams. With over 25 years of experience, Ganser has led and advised middle market organisations through growth and transformation. Throughout his career as entrepreneur, CEO and adviser, he has worked with founders, management teams and private equity investors on growth acceleration, strategic acquisitions and ownership transitions. The firm's Advisory Practice has expanded significantly through organic growth and recent mergers and acquisitions. Cohen & Co has acquired several firms since 2024, including Tax & Wealth Management, Tassi and Company, and Gioffre & Company. Ganser is based in the firm's Chicago office.

PR Newswire
May 5th, 2026
Cohen & Co hires Andrew Palko as partner for asset management assurance services

Cohen & Co has appointed Andrew Palko as partner in its Asset Management Group, based in Chicago. Palko brings nearly 25 years of experience working with asset management firms, banking institutions and private equity firms, specialising in financial accounting, audits and regulatory compliance. He holds a master's degree in Professional Accountancy from Indiana University and completed Harvard's Leadership Programme. Palko will focus on private and registered fund assurance services. The appointment strengthens Cohen & Co's Asset Management Group, which serves funds and asset managers globally. The firm is the third-largest auditor of registered funds in the US and fifth-largest auditor of public and private fund assets worldwide, auditing over 2,700 funds. Founded in 1977, Cohen & Co has more than 800 professionals across 15 US offices.

Yahoo Finance
Mar 6th, 2026
Cohen & Company reports 246% revenue surge as Capital Markets unit soars 370%

Cohen & Company Inc. reported 246% total revenue growth in Q4 2025, driven primarily by Cohen & Company Capital Markets, which saw revenue surge 370% year-over-year and now accounts for 67% of company revenue. The firm maintained its number one ranking in SPAC IPO underwritings and led in de-SPAC advisory transactions. The company achieved $2,300,000 revenue per employee with 126 staff members and successfully closed its Columbus Circle Capital Corp I SPAC, generating $33 million in principal transactions revenue. For 2026, management expects Q1 revenue to substantially exceed prior-year levels. Strategic priorities include reducing SPAC dependency by expanding into traditional M&A mandates and scaling its fixed income trading business to $60-65 million. The firm plans to add eight fixed income staff and five investment banking employees, including three to five new managing directors.

The Youngstown Publishing Company
Mar 6th, 2025
Cohen & Co. Acquiring Accounting, Consulting Firm Tassi and Co.

Cohen & Co. acquiring accounting, consulting firm Tassi and Co.