Job Description

The Manager – Portfolio Marketing brings their experience and is looking to expand their range of marketing skills, including brand storytelling and digital marketing, as well as content development and execution in formats such as articles, surveys, white papers, podcasts and webinars. This role works to help develop compelling campaigns that engage BDO’s target audiences and measures results. The Manager- Portfolio Marketing is a self-starter with great communication skills, experience supporting senior executives, and someone who wants to continue to learn in a collaborative, challenging and fun environment.

Job Duties:

General

• Collaborates with other marketing teams to manage identified marketing programs and projects and the creation of specific deliverables to support the practice, including but not limited to market research, external events, webinars, content development, digital and web support, and social media
• Develops messaging for buyer groups and value proposition for services and solutions
• Supports portfolio and industry marketing leaders who act as a strategic partner to business line and business development leaders; supports development of integrated marketing plans and strategies that will deliver on business goals and objectives

Events

• Provides support and follow up in the execution of business line related events, sponsorships, and speaking engagements including, but not limited to conferences, seminars, trade shows, regional events, and roundtables
• Works with the Events team to ensure all deadlines are met, and that we are taking advantage of all sponsorship opportunities
• Plans and manages event budgets
• Collaborates with Training and Development in planning CPE-qualified events for clients and prospects according to the National Association of State Boards of Accountancy (NASBA) specific processes and guidelines
• Manages follow-up plan to maximize ROI from events, developing and managing lists, etc.

Content and materials development

• Supports development of marketing content and materials across all media by ensuring they reflect targeted, on-brand messaging
• Manages review process with marketing and client service professionals as well as appropriate compliance reviews

Campaign development and management

• Works with marketing leaders to execute marketing campaigns and programs that align with business objectives
• Collaborates with the digital, automation, email, web, and social teams to execute digital campaigns and content
• Contributes and shares best practices across and firm

CRM Management

• Works with CRM and Digital Marketing to develop and refine targeted lists for specific vehicles and relevant audiences
• Assists with targeted business line data management including clean up and marketing list refinement

Sponsorship and Networking

• Collaborates with business line marketing directors to define sponsorships for yearly marketing plan
• Manages the requirements of sponsorships as outlined by the organization and sponsorship level benefits to include working with designated marketing teams to create and manage sponsorship deliverables and internal sponsorship processing needs
• Communicates upcoming networking opportunities to appropriate stakeholders and participants

Knowledge Management and Research

• Ensures internal portals have the most complete and relevant content
• Supports internal knowledge programs on business line services

May travel as needed

Other duties as needed

Supervisory Responsibilities:

• May supervise staff on various projects and provide feedback on performance
  

Qualifications, Knowledge, Skills, and Abilities:

Education:

• Bachelor’s degree and Five (5) or more years of marketing experience, required; OR High School Diploma/GED and Eight (8) or more years of marketing experience, required
• Bachelor’s degree in Marketing, Communications, English, Journalism, or Business Administration, preferred

Experience:

• Prior experience working in accounting, financial consulting, business advisory and/or professional services, preferred

License/Certifications:

• N/A

Software:

• Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
• Microsoft Dynamics CRM and Marketo experience, preferred

Language:

• N/A

Other Knowledge, Skills, & Abilities:

• Superior verbal and written communication skills
• Excellent organizational and project management skills
• Strong interpersonal skills
• Ability to interact effectively with people at all organizational levels of the Firm
• Ability to work in a fast-paced, deadline-driven environment with a customer service focus
• Ability to successfully manage multiple projects while working independently or within a team environment
• Detail oriented and ability to effectively proofread all written materials including pitches, presentations, etc.
• Basic knowledge of the development, management and execution of sales processes including lead generation, pipeline management, account planning, sales strategy, and development

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $95,000 - $110,000 Maryland Range: $95,000 - $110,000 NYC/Long Island/Westchester Range: $95,000 - $110,000

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets