Dhxkyljl35xgw9zs4xbj

Marketing Coordinator

B|O|S·$65k - $95k·San Francisco, CA

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David Newson

David Newson Hiring

Marketing ·B|O|S ·

Job Title: Marketing Coordinator FLSA Status: Non-Exempt
Location: San Francisco Reporting Structure: Director | Experiences + Growth

Summary (Overview): The Marketing Coordinator assists and directly reports to the Director | Experiences + Growth (Marketing + Business Development Functional Responsibility). The Marketing Coordinator is expected to manage multiple, complex projects at the same time.

Responsibilities/Essential Functions

  • Manage actual marketing expenditures against budget, including review of invoices.
  • Participate in committee meetings, preparing agenda and capturing minutes.
  • Organize and coordinate the creation of all marketing material. Includes coordination with outside vendors and tracking of activities.
  • Maintain and enhance firm website and Atlassian Confluence site, including activities such as posting, removing, and updating content.
  • Conduct monthly Google Analytics reporting against established targets/metrics.
  • Handle digital campaign management and reporting – production of website landing pages. Conduct end-to end planning, coordination, and execution of firm events and seminars.
  • Create and maintain mail merges and execute marketing campaigns. Coordinate ongoing marketing agreements with third parties.
  • Manage and compile monthly new business results and other performance reports.
  • Support business development efforts of Principals and Portfolio Managers, including ad hoc projects and tasks, as well as coordination with outside sales consultant.
  • Produce custom prospect presentations and correspondence.
  • Ensure that the firm's various marketing activities are in compliance with firm regulatory policies and standards. Create and obtain appropriate documentation and approvals.
  • Create and maintain the CRM database and prospect pipeline.
  • Conduct market research and intelligence, including client surveys.
  • Complete industry ranking submissions.
  • Assist with RFP process, materials creation, and other assigned duties.
  • Document and maintain policies and procedures related to marketing, advertising, and business development.
  • Coordinate the production of the firm's quarterly newsletter and market commentary, including timing, editing, layout, and production.
  • Assist in cultivation and management of social media.
  • Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, B|O|S colleagues, and other business entities with which B|O|S has a relationship. This includes compliance with legal, professional and established firm standards of conduct. Uphold the B|O|S values as work is performed.

Competencies:

  • Project/Task Management
  • Research Skills/Information Finding
  • Organizational Savvy
  • Detail Orientation/Quality Focus
  • Autonomy/Self-Direction
  • Results Focus - Output Orientation
  • Personal Energy/Enthusiasm
  • Interpersonal Communications
  • Decision-Making
  • Problem-Solving

Requirements:

  • Minimum 3-4 years of related experience.
  • BS/BA degree from an accredited college or university, or equivalent experience required. Exemplary Project management: ability to plan, organize, and execute high-visibility events on a continual basis; ability to manage multiple, complex projects at the same time.
  • Motivation to excel.
  • Exceptional time management skills, including detail orientation and the ability to meet deadlines.
  • Super user level of Microsoft Excel skills in order to work with varied, raw data sets and create meaningful reports and insights.
  • Advanced skills in Microsoft Word, Outlook, PowerPoint, and Mailchimp.
  • Previous experience with Microsoft Dynamics CRM software and/or WordPress a plus.

Working Conditions: Occasional travel to Silicon Valley office and to company events.

Link
bosinvest.com/careers/


Marketing
Full Time
Skills
Experiential Marketing Event Planning Project Managment Data Analysis Data Cleaning Marketing Confluence MailChimp
Company
Dhxkyljl35xgw9zs4xbj
B|O|S

Complete picture planning for your life and the complex world of investing - to thoughtfully invest and confidently plan for the future.

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