Marketing Manager

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.