Job description
Marketing Specialist- Financial Services (B2B) Bainbridge
About Us
Bainbridge is a leading financial services firm, serving the top private equity funds and corporations. We have completed over $5 billion in small- to mid-cap acquisitions for PE funds and corporations in all market sectors including: technology, healthcare, automation, consumer goods, machine learning and energy. Our team is results-driven, client-centered, and collaborative. We are experiencing exciting growth into investment banking and fintech and seek bright, motivated professionals to join our team. Position Summary: We are looking for sharp, hands-on marketing professionals with strong instincts and a passion for results. This is a high-impact, generalist role ideal for someone who has had exposure to different marketing work environments and thrives in a fast-paced, collaborative setting. You will support and shape key marketing initiatives across content, digital, and campaign strategy. You should bring both creative thinking and technical execution. Experience in financial services or consulting industry is a big plus. This role offers growth opportunities into team leadership. Responsibilities:
- Plan, execute, and manage multi-channel marketing campaigns.
- Manage and maintain Salesforce CRM for marketing activities, campaign tracking, segmentation, and lead workflows.
- Collaborate closely with internal teams to align marketing efforts with business goals and client needs.
- Monitor and analyze campaign performance metrics to optimize engagement, conversion, and ROI.
- Ensure consistency in brand messaging and visual identity across all marketing materials.
- Support (and potentially lead) junior team members, vendors, or agency partners.
- Stay current on marketing trends, tools, and best practices to provide continuous flow of ideas and strategy.
- Assist in preparing internal and client-facing presentations.
- Participate in occasional travel for industry events, company meetings, or trainings.
- Maintain a consistent, professional presence in our digital work environment- including being camera-ready, readily available during business hours, and working from a dedicated home office set up.
Qualifications:
- BA/BS degree in Marketing, Business, Communications, or related field; MBA is a plus.
- Minimum of three (3) years of experience ideally within a professional service, consulting, or B2B environment.
- Proven track record of success driving measurable outcomes including lead generation, campaign performance, and engagement.
- Experienced with Salesforce CRM and marketing workflow tools.
- Advanced skills in Microsoft Office tools.
- Familiarity with design tools; video and editing experience a plus.
- Familiarity with SEO tools and digital performance metrics.
- Excellent written, verbal and interpersonal communication skills.
- A self-starter with strong initiative who thrives on collaborative, fast-paced teams.
- Professional presence and ability to communicate effectively across all levels of the company.
- Must demonstrate flexibility in working with teams located in various U.S. based time zones.