Manager - Portfolio Marketing

Cleveland, OH (On-site)

$95K/yr – $110K/yrManager5+ years expFull time

Posted 7 weeks ago

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Job Summary

Own the integration of marketing programs for client services, coordinating events, content, and campaigns with business lines while ensuring NASBA-compliant education events and strong ROI.

  • Plan and execute events, sponsorships, and campaigns across channels with tight deadlines and budgets.
  • Collaborate with CRM, digital, and training teams to refine lists, messaging, and on-brand content.

Job Description

Responsibilities

  • 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
  • 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 NASBA specific processes and guidelines
  • Manages follow-up plan to maximize ROI from events, developing and managing lists, etc.
  • 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

Requirements

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

Nice to Have

  • Prior experience working in accounting, financial consulting, business advisory and/or professional services, preferred
  • Bachelor’s degree in Marketing, Communications, English, Journalism, or Business Administration, preferred
  • Microsoft Dynamics CRM and Marketo experience, preferred

Benefits

  • ESOP company with Employee Stock Ownership Plan
  • Flexible work arrangements and opportunities for advancement
  • BDO Total Rewards offerings
  • Focus on meaningful connections and culture
BDO USA logo

BDO USA

At BDO, our success is measured by what we achieve together. As a leading provider of audit, tax, and advisory services, we put people first cultivating a conscious, caring corporate culture that empowers our professionals and clients to thrive. Our commitment to excellence drives us to deliver innovative solutions, actionable insights, and trusted guidance for middle market businesses and global organizations.We help clients navigate complex financial, regulatory, and operational challenges, unlocking growth and value at every stage. By fostering a collaborative environment, we support the development of our people, the success of our clients, and the betterment of our communities. BDO’s insight-driven perspectives and tailored assurance, tax, and consulting services enable companies to move beyond business as usual—achieving exceptional outcomes.BDO is the brand name for the BDO network and each of its independent member firms. BDO USA, P.C., a Virginia professional corporation, is the U.S. member of BDO International Limited, a global network of trusted advisors dedicated to helping businesses succeed.

Founded in 1910
Chicago, Illinois, USA
11K employees (242 in marketing)

Traffic Signals

Monthly Visitors
219.1K
Monthly Google Ads Budget
$69.5K
Traffic Source Mix
Search
43.4%
Direct
46.4%
Referral
7.8%
Social
1%
Paid
1.3%

Headcount Trend

Current headcount: ~10.9K

Marketing Team

Marketing Team Size
216 (2% of company)
Marketing Roles Posted (Last 30 Days)
1

Funding

Total Funding
$1.3B
Last Raise
$1.3B
Debt Financing, 3 years ago

Funding History

  • Aug 2023
    Debt Financing • $1.3B

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