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 other 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)
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.

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