Marketing Manager

Bartholomew & Co.•Worcester, MA

83d•$90,000 - $100,000•Onsite

About The Position

Bartholomew & Company is a financial services firm headquartered in Worcester, Massachusetts, managing approximately $6 billion in assets across its Governments and Institutions and Private Wealth divisions. The firm is a growing wealth and investment management firm dedicated to helping clients achieve their financial goals. The full-time, salaried Marketing Manager role is based in Worcester or Framingham, Massachusetts. The position is central to how the firm presents itself to clients, prospects, and the community. The Marketing Manager owns day-to-day marketing execution, including brand strategy, digital presence, client communications, events, and compliance, and partners with advisors, leadership, and external vendors to deliver consistent, compliant, and effective marketing. The role serves as the central point of accountability for marketing strategy, campaigns, communications, and brand management as the firm grows.

Requirements

Bachelor's degree in Business, Marketing, Communications, or a related field is preferred.
2–4 years of previous marketing experience, preferably in financial services, wealth management, banking, insurance, or a professional services environment.
Working knowledge of marketing strategy, tactics, and principles and methods for promoting services.
Strong command of English, including grammar, composition, and written communication.
Excellent verbal and written communication skills.
Strong organizational skills, attention to detail, and ability to manage tasks and competing priorities within expected timelines.
Ability to work cross-functionally with internal teams, external customers, and vendors.
Strong analytical and problem-solving skills, with sound judgment based on accurate and timely information.
High integrity and dependability; exceptional interpersonal skills and ability to build relationships with diverse groups.
Curiosity, willingness to take on responsibilities and challenges, active listening, responsiveness, and adaptability.
Technology skills with Microsoft Office Suite, CRM platforms, website hosting and SEO/AEO tools, design tools, cloud-based file sharing, AI platforms, and email platforms.
Sufficient physical ability and mobility to work in an office setting, including prolonged sitting or standing, occasional bending and reaching, handling light to moderate weight, operating office equipment, and communicating information and ideas clearly.

Nice To Haves

Marketing experience in financial services, wealth management, banking, insurance, or a professional services environment.
Bachelor's degree in Business, Marketing, Communications, or a related field.

Responsibilities

Own the marketing request intake process by receiving, prioritizing, assigning, and tracking advisor and team requests through completion.
Maintain the advisor self-service library of approved templates, collateral, and content, and train advisors and client service associates to use it.
Maintain the library of compliance-approved content and current disclosures for marketing materials.
Establish and maintain CRM tagging standards for lead source, event attendance, client segments, and gift lists, and work with client service associates to keep data current.
Track and report monthly marketing performance across email, website, social media, events, and lead sources.
Document marketing processes and workflows so they can be followed, handed off, and improved.
Execute the firm's annual marketing plan and maintain core marketing materials across divisions.
Partner with Private Wealth Management and Institutional advisors on marketing initiatives aligned with firm strategy.
Ensure brand consistency and regulatory compliance across marketing channels and materials.
Identify and implement process improvements, recommend improvements to marketing tactics, and coordinate outside vendors and fractional resources as applicable.
Support advisor recruiting and M&A marketing, including recruiting materials and advisor-facing website content.
Develop and execute email marketing strategy, including content, design, performance metrics, and lead generation.
Lead production and distribution of monthly and quarterly client newsletters, market updates, and special client alerts.
Maintain and optimize client communication workflows in Wealthbox CRM and maintain current client and prospect contact and email lists.
Manage day-to-day website updates, SEO/AEO initiatives, design enhancements, and technical performance monitoring.
Manage the firm's social media ecosystem and strategy, including a compliant content calendar and publication across Meta and LinkedIn.
Prepare creative briefs for freelance design and development partners.
Create and maintain marketing collateral with a graphic designer, including PowerPoint decks, one-pagers, brochures, and conference and event displays.
Design advertisements for sponsorships and campaigns using tools such as Claude Design, Figma, Canva, or similar.
Maintain firm stationery and branded materials.
Draft and distribute press releases, identify and track advertising opportunities, maintain media contact lists, and help secure earned media opportunities for advisors.
Plan, coordinate, and run virtual and in-person client and COI events, including logistics, payment, calendars, ticketing, vendors, and follow-up materials.
Coordinate distribution of sponsorship tickets to clients and employees, manage relationships with marketing partners and sponsors, and coordinate local advertising, sponsorships, and community partnerships.
Maintain and oversee the client gift program and support client referral and center-of-influence programs.
Partner with the Chief Compliance Officer, Broker/Dealer Compliance, and other resources on documentation and recordkeeping for approved marketing communications.
Handle end-to-end compliance submissions, revisions, and approval tracking for client, prospect, and media communications, and maintain working knowledge of marketing compliance requirements.
Manage the lifecycle of industry and local awards for advisors and the firm, including identification, data collection, and narrative submissions; maintain the annual awards tracking system and promote wins through PR and social media.
Maintain the marketing budget, track expenses, and manage marketing calendars, budgets, and project deadlines.
Serve as primary liaison for external marketing vendors, agencies, partners, sponsors, and broker-dealer platform resources to keep deliverables and budgets on track.
Provide other coordination for client and prospect communications as needed.