Marketing Operations Specialist

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

The Marketing Operations Specialist is a multi-faceted position, with the primary focus of supporting the efficient and effective operation of the Firmwide Marketing and Investor Services global marketing function. This individual plays a crucial role in developing, implementing and supporting the technology, systems, processes and policies that enable the team to execute and measure integrated marketing programs. As a member of a Marketing Operations function that’s part of a collaborative, global team, this position offers excellent possibilities for self-development and opportunities to shape the future of how the global Marketing function operates. The individual should be naturally curious, with a problem-solving mindset and an eye on continual improvement. Excellent attention to detail is essential, as is a proactive working style with the ability to manage multiple priorities and competing deadlines. Knowledge of data-driven marketing, Salesforce, Marketo (or other Marketing Automation platforms), Adobe Experience Manager (or other CMS platforms) and Allocadia would be highly advantageous.

Key Responsibilities

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 on 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, budget, forecast 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)

A strong understanding of data-driven marketing is essential for this role, along with practical experience in key platforms such as Marketo (or other MAPs), monday.com (or equivalent platforms, e.g. Asana, ClickUp), Adobe Experience Manager and Analytics, and salesforce.com.

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 you with 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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