BDO USA, LLP

Portfolio Marketing Manager

BDO USA, LLP$95K — $110K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; significant marketing experience preferred.
  • 5-7 years of marketing experience in a relevant field.
  • Experience in accounting, financial consulting, or professional services is a plus.
  • Excellent communication skills are essential, both verbal and written.
  • Proficiency in Microsoft Office Suite required; CRM and automation software experience preferred.

Responsibilities

  • Collaborate with marketing teams to manage programs and deliverables.
  • Develop messaging and value propositions for client engagement.
  • Support marketing leaders in creating integrated plans to achieve business goals.
  • Assist in the execution of events, sponsorships, and speaking engagements.
  • Manage event budgets and ensure timely completion of projects.
  • Oversee content development for various media formats on-brand messaging.
  • Work with CRM to refine target marketing lists and data management.

Benefits

  • Opportunities for professional development and learning.
  • Collaborative and supportive team environment.
  • Engagement with senior executives and industry leaders.
  • Exposure to diverse marketing initiatives and campaigns.
Full Job Description
Job Description

Job Summary:

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

About BDO USA, LLP

BDO USA, LLP is a professional services firm providing assurance, tax, and advisory services to a wide range of publicly traded and privately held companies. The company was founded in 1910 and is headquartered in Chicago, Illinois. BDO USA has more than 60 offices and over 5,000 employees throughout the United States. The company is a member of the BDO International network, which has more than 1,500 offices in over 160 countries.
Learn more about BDO USA, LLP
Size
10,000 employees
Industry
Founded
1910

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