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.

Some of your key responsibilities include:

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 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 plaforms, 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. 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.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. 

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation.  As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.

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.