Jobs in the United States

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Added 1 min ago
Sales Manager, Costco
True Classic
Remote, United States
True Classic is hiring a Sales Manager, Costco to take ownership of our US Costco business across in-warehouse roadshows, inline, and Costco.com. This role will lead the Costco US buyer…
Added 4 mins ago
RA
Director - Learning & Talent Management
Rivian and Volkswagen Group Technologies
Palo Alto, CA
- $218,800 to $359,425 USD / year
- Establish clear metrics for program effectiveness, such as time to productivity, completion and compliance rates, manager effectiveness, performance outcomes, and engagement scores, and…
Added 4 mins ago
CC
Geographic Information Systems (GIS) Manager
Colorado Cattlemen's Agricultural Land Trust
Lakewood, CO
- $65,000 to $75,000 USD / year
As CCALT's GIS Manager, you'll lead the organization's Geographic Information Systems program, helping our team use geospatial technology to conserve Colorado's working lands.
Added 5 mins ago
Technical Program Manager, Security
Calif
United States
We are looking for a technical program manager who keeps many security engagements on schedule at the same time, so that our engineers can focus on finding vulnerabilities.
Added 19 mins ago
JA
Head of Finance & Treasurer
Joby Aviation
San Carlos, CA
- $233,500 to $321,000 USD / year
…CEO and the Board; the finance seat in headcount, capital and program decisions across the company; and the systems, data and AI machinery that produce the financial picture. They lead a…
Added 27 mins ago
AI Learning & Development Manager
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Bellevue, WA · Minneapolis, MN · Plantation, FL · Boston, MA
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Added 27 mins ago
AD, Product Management
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…taxonomies. Partner with engineering to integrate platform data and first-party customer behavior for richer lifecycle…
Added 27 mins ago
AC
HR Case Manager (Corporate Accommodations)
Aston Carter
Houston, TX
- $28 USD / hour
Job Title: HR Case Manager (Corporate Accommodations)Job DescriptionThe HR Case Manager (Corporate Accommodations) provides expert guidance and case management support for employees seeking…
Added 27 mins ago
AC
Indirect Sourcing Category Manager
Aston Carter
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- $55.3 to $62.5 USD / hour
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Added 28 mins ago
Portfolio Management Analyst, Structured Credit and Real Estate
Philadelphia, PA
Proficiency working with and analyzing large sets of investment data, including leveraging AI to facilitate workloads
Added 28 mins ago
II
Maintenance Planner and Scheduler
Ingredion Incorporated (NA-US)
Winston-Salem, NC
- $84,400 to $112,533.33 USD / year
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Added 34 mins ago
Senior Technical Recruiter
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Minimum of 3 years of technical / IT recruiting experience required
Added 37 mins ago
Value Analysis Manager - Supply Assurance
Vizient
Chicago · Nashville · Irving · Charlotte · Centennial
…product conversions, and technology assessments. Leveraging data analytics, Value Analysis methodologies, program management tools, and evidence-based clinical literature, the Value…
Added 39 mins ago
T
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OR
- $60 to $64 USD / hour
subject to specific elections, plan, or program terms. If eligible, the benefits
Added 43 mins ago
National Consulting Engineer Account Manager
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Added 43 mins ago
National Consulting Engineer Account Manager
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Added 44 mins ago
Staff Program and Process Manager
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Senior Manager – CMP/BTG, APTD Process
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Added 46 mins ago
Clinical Liaison, Cell Therapy & Transplant
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CA
…molecular diagnostics, digital health solutions, AI-powered data and analytics, and patient support services, we partner with healthcare providers, patients, and biopharma organizations to…
Added 46 mins ago
Capital Projects Manager - Utilities
Deloitte US
Atlanta, GA · Austin, TX · Baltimore, MD · Boston, MA · Charlotte, NC · Chicago, IL · Cincinnati, OH · Columbus, OH · Costa Mesa, CA · Dallas, TX · Denver, CO · Detroit, MI · Hartford, CT · Houston, TX · Jersey City, NJ · Kansas City, MO · Las Vegas, NV · Los Angeles, CA · McLean, VA · Miami, FL · Milwaukee, WI · Minneapolis, MN · Morristown, NJ · Nashville, TN · New Orleans, LA · NY · Philadelphia, PA · Pittsburgh, PA · Portland, OR · Princeton, NJ · Raleigh, NC · Richmond, VA · Sacramento, CA · San Antonio, TX · San Francisco, CA · San Jose, CA · Seattle, WA · St. Louis, MO · Stamford, CT · Tampa, FL · Tempe, AZ
As a Manager in our practice, your responsibilities will include:
Added 51 mins ago
Senior Manager, Program Delivery
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The Senior Manager, Program Delivery leads a team of Senior Delivery Managers and Delivery Managers and is accountable for the successful delivery of a portfolio of strategic projects and…
Added 53 mins ago
Manager, Customer Marketing
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Remote, United States
FranConnect is looking for a Manager of Customer Marketing to own the post-sale demand motion. Our installed base is more than 1,500 brands and a million locations, and it is both our…
Added 53 mins ago
Manager, Demand Generation
FranConnect, LLC
Remote, United States
FranConnect is looking for a Manager of Demand Generation to execute the demand plan. This is the seat that turns the plan into programs in the market: account-based campaigns against named…
Added 53 mins ago
Manager, Customer Marketing
FranConnect, LLC
Remote, United States
FranConnect is looking for a Manager of Content Marketing to turn our company narrative into compelling content that reaches the right buyers. Reporting to the VP of Marketing, you will…
Added 1 hour ago
U-
IT Director, BRM Customer Care
USA - Smith & Nephew, Inc.
Andover, MA
- $157,500 to $258,563 USD / year
…that takes the limits off living. The IT Business Relationship Manager (BRM) for Customer Care serves as the strategic technology partner to Global Customer Care leadership. This role is…

Bartholomew & Co.

Marketing Manager

Worcester, MA, United States

Apply on bartandco.bamboohr.com About employer

Applications open in a new tab.

Job details

Experience: 2-4 years of previous marketing experience, preferably within financial services, wealth management, banking, insurance or a professional services environment
Posting language: English
Posted: Nov 2, 2026

Original job description

About Us

Bartholomew & Company is a financial services firm headquartered in Worcester, MA managing approximately $6 billion in assets across two divisions: Governments and Institutions, which serves public entities and institutional clients, and Private Wealth, which serves individuals, families, and business owners. Bartholomew & Company is a growing wealth and investment management firm dedicated to helping clients achieve their financial goals.

About the Role

This full-time, salaried position is based in Worcester or Framingham, MA. The Marketing Manager is central to how Bartholomew & Company presents itself to clients, prospects, and the community. This role owns day-to-day marketing execution - brand strategy, digital presence, client communications, events, and compliance - while partnering with advisors, leadership, and external vendors to ensure consistent, compliant, and effective marketing across the firm. As the firm continues to grow, the Marketing Manager serves as the central point of accountability for marketing strategy, campaigns, communications, and brand management.

Responsibilities and Duties

Marketing Operations Management

Own the marketing request intake process, including 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 on how to use it
Maintain the library of compliance-approved content and current disclosures for use across all marketing materials
Establish and maintain CRM tagging standards for lead source, event attendance, client segments, and gift lists, and partner with client service associates to keep data current
Track and report marketing performance monthly across email, website, social media, events, and lead sources
Document marketing processes and workflows so they can be easily followed, handed off, and improved

Marketing Strategy & Brand Management

Proactively execute the firm’s annual marketing plan and maintain all core marketing materials across all divisions
Partner directly with Private Wealth Management (PWM) and Institutional (G&I) advisors to develop and implement individual marketing initiatives aligned with firm strategy
Ensure brand consistency and regulatory compliance across all marketing channels and materials
Identify and implement process improvements to systematize marketing workflows, and make recommendations to improve the firm’s marketing tactics
Maintain and coordinate across outside vendors / fractional resources as applicable
Support advisor recruiting and M&A marketing, including recruiting materials and advisor-facing website content.

Email Marketing & Client Communications

Develop and execute email marketing strategy, including content, design, performance metrics, and lead generation
Lead the production and distribution of the firm’s monthly and quarterly client newsletters, market updates, and special client alerts
Maintain and optimize client communication workflows within CRM (Wealthbox) to ensure a seamless touchpoint experience for prospects and clients
Maintain updated client and prospect contact and email lists through CRM and by advisor / division

Website & Digital Presence

Own day-to-day management and content updates of the firm’s website
Manage 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 of thought leadership and firm updates across Meta and LinkedIn platforms.

Content, Collateral & Design

Prepare creative briefs for work with freelance design and development partners, providing clear guidance and direction.
Create and work with graphic designer to produce and maintain up-to-date marketing collateral, including PowerPoint decks, one-pagers, brochures, and conference/event displays
Design advertisements for sponsorships and campaigns (leveraging Claude Design, Figma, Canva or similar tools)
Maintain firm stationery and branded materials

Public Relations & Advertising

Draft and distribute press releases to media contacts
Identify, place, and track advertising opportunities across relevant media outlets
Maintain media contact lists for press release distribution
Identify earned media opportunities and help secure advisor opportunities.

Events, Sponsorships & Community Visibility

Plan, coordinate, and run client and COI events, both virtual and in-person, managing all logistics (payment, calendar, ticketing, vendors, and follow-up materials)
Coordinate distribution of sponsorship tickets (e.g., WooSox) to clients and employees
Manage relationships with marketing partners and sponsors
Coordinate local advertising, sponsorships, and community partnerships to increase brand visibility
Maintain and oversee the firm’s client gift program
Support ongoing client referral and center-of-influence programs, including materials, events, and follow-up.

Compliance

Partner with the firm's Chief Compliance Officer, Broker/Dealer Compliance, etc. to maintain required documentation and recordkeeping for approved marketing communications. This role is responsible for end-to-end compliance submissions, revisions, and securing approvals. The firm’s compliance resources will review all client, prospect, and public-facing marketing materials for adherence to the SEC Marketing Rule and applicable FINRA advertising guidelines prior to distribution.
Maintain working knowledge of marketing compliance requirements. Submit and track compliance approvals on all client, prospect, and media communications

Awards & Recognition

Manage the lifecycle of industry and local awards for advisors and the firm, including identification, data collection, and narrative submission
Maintain the annual awards tracking system and leverage wins across PR and social media channels

Budget & Administrative Support

Maintain the marketing budget and track marketing expenses
Manage general marketing calendars, budgets, and deadline tracking for projects
Serve as the primary liaison for external marketing vendors, agencies, partners, sponsors, and broker-dealer platform resources (e.g., Commonwealth, LPL) to ensure deliverables and budgets remain on track
Perform other coordination for client and prospect communications as needed

Core Skills, Competencies & Characteristics

Excellent verbal and written communication skills
Task-oriented with strong organizational and attention-to-detail skills
Ability to work cross-functionally within the organization and with external customers and vendors
Completes work within expected timelines and is adept at resolving competing priorities
Strong analytical and problem-solving skills; exercises sound judgment based on accurate and timely information
High level of integrity and dependability
Exceptional interpersonal skills; foster strong working relationships and is adept at interacting with diverse groups of people
Naturally curious, with willingness to take on responsibilities and challenges
Gives full attention to others through active listening, asks clarifying questions, truly understands the mission and deliverable working with various advisors at the firm
Is responsive and adaptable to o ther related duties as assigned.

Required Skills and Qualifications

Bachelor’s degree in Business, Marketing, Communications, or a related field preferred
2-4 years of previous marketing experience, preferably within financial services, wealth management, banking, insurance or a professional services environment
Working knowledge of marketing strategy, tactics, and the principles and methods for promoting services
Strong command of the English language, including grammar, composition, and written communication

Technology Skills

Microsoft Office Suite: Outlook, Word, Excel, PowerPoint, Teams, Co-Pilot
CRM platforms (e.g. Wealthbox)
Website hosting platforms (e.g. FMG) and SEO/AEO tools
Design tools (e.g., Claude Design, Figma, Canva, Adobe Acrobat)
Cloud-based file sharing (Google Drive, Microsoft OneDrive)
AI platforms (e.g., ChatGPT, Claude, Gemini, Notebook LM)
Email Platforms (e.g., Constant Contact, HootSuite)

Physical Requirements

Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for long periods of time; to occasionally stoop, bend, kneel, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including the use of a computer, keyboard, copy machine, printer and calculator; and ability to communicate information and ideas in a manner that others will understand.

EEO Statement

Bartholomew & Company is an Equal Opportunity employer and does not discriminate in employment on the basis of race, color, religious creed, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, and/or other status protected under law.

Apply on bartandco.bamboohr.com About employer

More about this job

Skills

Regulatory compliance
Leadership
Brand management
Operations management
Prioritization
Marketing department processes
Channel marketing
Recruitment
Email marketing
Execute email marketing
Lead generation
Communication skills
SEO
Microsoft PowerPoint
Create advertisements
Figma
Canva
Public relations
Logistics
Documentation
Recordkeeping
Administrative support
Attention to detail
Problem solving
Interpersonal skills
Active listening
Adaptability
Microsoft Office
Microsoft Outlook
Microsoft Word
Microsoft Excel
Microsoft Teams
Adobe Acrobat
Google Drive
Constant Contact
Hootsuite
Tolerate sitting for long periods
Office equipment
Circulate information

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Work requirements

Jobs in the United States