Portfolio Marketing Manager

BDO USA

About The Position

The Manager – Portfolio Marketing brings their experience and is looking to expand their range of marketing skills, including brand storytelling and digital marketing, as well as content development and execution in formats such as articles, surveys, white papers, podcasts and webinars. This role works to help develop compelling campaigns that engage BDO’s target audiences and measures results. The Manager- Portfolio Marketing is a self-starter with great communication skills, experience supporting senior executives, and someone who wants to continue to learn in a collaborative, challenging and fun environment.

Requirements

Bachelor’s degree and Five (5) or more years of marketing experience, required; OR High School Diploma/GED and Eight (8) or more years of marketing experience, required
Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
Superior verbal and written communication skills
Excellent organizational and project management skills
Strong interpersonal skills
Ability to interact effectively with people at all organizational levels of the Firm
Ability to work in a fast-paced, deadline-driven environment with a customer service focus
Ability to successfully manage multiple projects while working independently or within a team environment
Detail oriented and ability to effectively proofread all written materials including pitches, presentations, etc.
Basic knowledge of the development, management and execution of sales processes including lead generation, pipeline management, account planning, sales strategy, and development

Nice To Haves

Bachelor’s degree in Marketing, Communications, English, Journalism, or Business Administration, preferred
Prior experience working in accounting, financial consulting, business advisory and/or professional services, preferred
Microsoft Dynamics CRM and Marketo experience, preferred

Responsibilities

Collaborates with other marketing teams to manage identified marketing programs and projects and the creation of specific deliverables to support the practice, including but not limited to market research, external events, webinars, content development, digital and web support, and social media
Develops messaging for buyer groups and value proposition for services and solutions
Supports portfolio and industry marketing leaders who act as a strategic partner to business line and business development leaders; supports development of integrated marketing plans and strategies that will deliver on business goals and objectives
Provides support and follow up in the execution of business line related events, sponsorships, and speaking engagements including, but not limited to conferences, seminars, trade shows, regional events, and roundtables
Works with the Events team to ensure all deadlines are met, and that we are taking advantage of all sponsorship opportunities
Plans and manages event budgets
Collaborates with Training and Development in planning CPE-qualified events for clients and prospects according to the National Association of State Boards of Accountancy (NASBA) specific processes and guidelines
Manages follow-up plan to maximize ROI from events, developing and managing lists, etc.
Supports development of marketing content and materials across all media by ensuring they reflect targeted, on-brand messaging
Manages review process with marketing and client service professionals as well as appropriate compliance reviews
Works with marketing leaders to execute marketing campaigns and programs that align with business objectives
Collaborates with the digital, automation, email, web, and social teams to execute digital campaigns and content
Contributes and shares best practices across and firm
Works with CRM and Digital Marketing to develop and refine targeted lists for specific vehicles and relevant audiences
Assists with targeted business line data management including clean up and marketing list refinement
Collaborates with business line marketing directors to define sponsorships for yearly marketing plan
Manages the requirements of sponsorships as outlined by the organization and sponsorship level benefits to include working with designated marketing teams to create and manage sponsorship deliverables and internal sponsorship processing needs
Communicates upcoming networking opportunities to appropriate stakeholders and participants
Ensures internal portals have the most complete and relevant content
Supports internal knowledge programs on business line services
May travel as needed
Other duties as needed
May supervise staff on various projects and provide feedback on performance