Bogart Wealth

Firm Description

We are a Registered Investment Advisory Firm located in McLean, VA currently seeking an experienced Marketing Manager to join our growing team. We specialize in providing sophisticated investment management and financial planning solutions to high-net worth individuals and corporate executives.

Position Overview

Create a content and syndication engine with a unified Bogart Wealth brand voice supported by a group of content creators and marketing/PR pros who will work across their silos together to produce intended results for the overarching growth and expansion of Bogart Wealth — both to attract more right-fit talent to the team and to attract more right-fit clients who need what Bogart Wealth has to offer.

Responsibilities:

• Implements the organization’s advertising and promotional activities.
• Analyzes target market information to identify and recommend effective marketing approaches.
• Identifies new market segments that will benefit from company products.
• Prepares effective advertising campaigns based on market research.
• Maintains knowledge on emerging products and services.
• Collaborates with senior executives to develop growth plans for the organization.
• Collaborates with sales or marketing representatives to fully understand product and communication needs.
• Gathers the materials necessary to understand the project and competition in the area such as literature or previous marketing campaigns; analyzes these materials to determine the most effective communications technique.
• Based on assessment, drafts and proposes communications campaigns, which may include social and online media, print media, direct mail, and other multimedia.
• Presents design ideas and recommendations to marketing manager, committee, or sales team.
• Creates and coordinates multimedia packages.
• Schedules and develops filming scripts and production.
• Performs other duties as assigned.

Qualifications:

• Bachelors degree in Marketing, Journalism, Advertising, Communications, or related field.
• Five to seven years of related experience writing and editing projects; portfolio of relevant previous projects highly preferred.
• Experience in the financial field, specifically the RIA space, highly preferred.
• Excellent verbal and written communication skills that may include public speaking and presentations.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Strong analytical and problem-solving skills.
• Proficient with Microsoft Office Suite or related software.

Benefits:

· Competitive compensation

· Health benefits (medical, dental, vision, etc.)

· A bonus program based on individual performance and company success

· A 401(k) retirement plan with company match

· A fun and friendly team of colleagues

Bogart Wealth

Firm Description

We are a Registered Investment Advisory Firm located in McLean, VA currently seeking an experienced Marketing Manager to join our growing team. We specialize in providing sophisticated investment management and financial planning solutions to high-net worth individuals and corporate executives.

Position Overview

Create a content and syndication engine with a unified Bogart Wealth brand voice supported by a group of content creators and marketing/PR pros who will work across their silos together to produce intended results for the overarching growth and expansion of Bogart Wealth — both to attract more right-fit talent to the team and to attract more right-fit clients who need what Bogart Wealth has to offer.

Responsibilities:

• Implements the organization’s advertising and promotional activities.
• Analyzes target market information to identify and recommend effective marketing approaches.
• Identifies new market segments that will benefit from company products.
• Prepares effective advertising campaigns based on market research.
• Maintains knowledge on emerging products and services.
• Collaborates with senior executives to develop growth plans for the organization.
• Collaborates with sales or marketing representatives to fully understand product and communication needs.
• Gathers the materials necessary to understand the project and competition in the area such as literature or previous marketing campaigns; analyzes these materials to determine the most effective communications technique.
• Based on assessment, drafts and proposes communications campaigns, which may include social and online media, print media, direct mail, and other multimedia.
• Presents design ideas and recommendations to marketing manager, committee, or sales team.
• Creates and coordinates multimedia packages.
• Schedules and develops filming scripts and production.
• Performs other duties as assigned.

Qualifications:

• Bachelors degree in Marketing, Journalism, Advertising, Communications, or related field.
• Five to seven years of related experience writing and editing projects; portfolio of relevant previous projects highly preferred.
• Experience in the financial field, specifically the RIA space, highly preferred.
• Excellent verbal and written communication skills that may include public speaking and presentations.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Strong analytical and problem-solving skills.
• Proficient with Microsoft Office Suite or related software.

Benefits:

· Competitive compensation

· Health benefits (medical, dental, vision, etc.)

· A bonus program based on individual performance and company success

· A 401(k) retirement plan with company match

· A fun and friendly team of colleagues

Bogart Wealth