Marketing Operations Specialist

The Marketing Operations Specialist is a multi‑faced position, focused on supporting the efficient and effective operation of the Firmwide Marketing and Investor Services global marketing function. This role involves developing, implementing and supporting technology, systems, processes and policies that enable the team to execute and measure integrated marketing programs.

Email Marketing

Build and manage email marketing program requests, including thought leadership, newsletter, event invitations and client communications.

Ensure all programs are executed on time and follow BBH’s email guidelines and best practice.

Proactively provide guidance to requestors to optimize email channel performance and improve the quality and impact of email communications.

Collaborate with the Marketing Operations Manager to effectively allocate resources to meet all request deadlines.

Contact Data Management

Act as the Marketing point of contact for data management – quality and segmentation.

Collaborate with the Marketing Operations Manager to maximize BBH’s addressable audience for marketing, maintaining compliance with data privacy and consent requirements, and alignment with user preferences.

Support the training of Marketers and business teams in contact data quality and its importance to effective marketing communications.

Web Publishing

Create, edit and update website content as part of campaign distribution process.

Support user acceptance testing and validation processes in collaboration with web team.

Team Enablement, Systems, and Processes

Oversee the daily allocation of creative services (design and video) requests.

Monitor the request queue, allocate jobs and highlight any resource issues with Head of Creative Services and team leaders.

Ensure work timeframes are proactively communicated with requestors, including any delays to delivery.

Support the team to meet all request deadlines through effective workflow management and communication.

Act as a second‑line SME for monday.com best practice.

Identify opportunities for process improvement across marketing.

Support the design and execution of key supporting processes.

Proactively identify opportunities for process, system and policy changes to continually improve Marketing team efficiency and effectiveness.

Marketing Governance

Support the centralized Compliance submission and review process for external materials – marketing and other client and prospect‑facing materials.

Take a proactive role in managing the processing of Compliance submission requests, acting as the conduit between business owners, marketers and Compliance teams.

Act as SME for all vendor onboarding, contract and invoice processing.

Ensure all vendor‑related policies are followed by marketing.

Marketing Analytics and Reporting

Leverage Salesforce.com, Marketo, Adobe Analytics and other software platforms to capture and report operational and marketing‑influenced metrics.

Ensure all marketing programs (campaigns) are correctly entered and managed in Salesforce.com.

Liaise with other members of the InServ and Firmwide Marketing teams to capture, analyze and report appropriate ROI data.

Act as a role model for Salesforce.com (BBHforce) usage and data quality across the firm.

Budget and Cost Tracking

Work with activity owners to ensure plans, budgets, forecasts and actual spend details are accurately recorded and kept up to date.

Support the monthly budget reconciliation process for 5 x cost centers (DIERS) to ensure alignment with BBH Finance reporting.

Desired Qualifications

BA or 5+ years equivalent work experience.

Self‑starter, comfortable proactively initiating and driving improvements.

Outstanding organization skills and attention to detail – at all times.

Strong analytical skills and comfort with data analytics.

Excellent MS Office skills, specifically MS Excel.

Experience managing marketing programs, including campaign management.

Ability to manage multiple projects and deadlines.

Thorough understanding and experience of integrated B2B marketing communications.

Constantly curious with an innovative and problem‑solving mindset.

Familiar working in a global organization, collaborating across teams, cultures and time zones.

Familiarity with the MarTech landscape.

Financial services experience.

Professional Certifications & Licenses Preferred.

Marketo Certified Professional or Expert (or other MAP certification/s).

monday.com Core Certification (or equivalent, e.g. Asana, ClickUp etc.).

Salary Range
Boston: $65,000 - $90,000 + annual performance bonus

BBH and its affiliates’ compensation program includes base salary, discretionary bonuses, and profit‑sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH’s total rewards package recognizes your contributions with more than just a paycheck—providing benefits that enhance your experience at BBH from long‑term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well‑being.

We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

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