Marketing Manager

Role Overview

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.

What You Will Do

The Marketing Manager will be responsible for owning the marketing request intake process, maintaining the advisor self-service library of approved templates, tracking and reporting marketing performance, and executing the firm’s annual marketing plan.

Why It Might Be a Fit

The ideal candidate will have excellent verbal and written communication skills, task-oriented with strong organizational and attention-to-detail skills, and the ability to work cross-functionally within the organization and with external customers and vendors.

Requirements

• 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

Benefits

• Annual Base Salary: $90,000 – $100,000