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Boston Private Bank & Trust Company Marketing Segment Analyst in Boston, Massachusetts


Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For more than 25 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses.

Headquartered in Boston, Boston Private has offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles and South Florida. Private banking and trust services are provided through Boston Private Bank & Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company.

The Marketing Segment Analyst will work closely with the Head of Marketing and Branding and the Head of Emerging Businesses to support segment strategy, insights and innovation at Boston Private. This role is well-suited for a detail-oriented team player with strong interpersonal and written communication skills. The successful candidate is deadline-driven and enjoys working in a fast-paced environment.


Segment Insights:

  • Conduct research and analysis to identify insights and segment opportunities; translate these insights into actionable marketing strategies and product, program or platform opportunities that will deliver on client and prospect needs.

  • Responsible for overall positioning of segment and sub segment messages. Messages must be positioned and fully-integrated into our Branding, PR and content marketing strategies.

  • Work closely with Marketing Program Management, Product Management and regional business leaders to build marketing programs that align with segment strategy.

  • Determine KPIs and measure programs to optimize results

Market and Competitor Trends:

  • Conduct research and form a point of view on market trends that affect our business.

  • Analyze competitor tactics to develop and position Boston Private as an attractive and unique firm in the markets and segment verticals in which we serve.

  • Work with Finance as well as the Digital Experience and Client Insights team to demonstrate through data and analytics the success of various marketing channels ability to convert leads into customers and / or deepen existing relationships.

  • Present insights and findings to various business stakeholders across the enterprise.Company Strategy and Innovation:

  • Work closely with the Head of Emerging Businesses to identify disruptive industry trends and develop an approach for Boston Private to capitalize on these trends.

  • Daily tasks will include:

  • Following fintech innovation impacting the banking and wealth management industries

  • Conducting research in potential partnerships and supporting meetings that the Head of Emerging Business will hold on these topics.

  • Support updates to the BPFH Board of Directors


  • Bachelor’s degree

  • 1-3 years of related experience in the financial services industry

  • Proven written and verbal communications skills and attention to detail

  • Strong project management skills; ability to manage multiple, complex projects and tasks while meeting deadlines

  • Strong quantitative and analytical skills

  • Excellent individual performer and team player

  • Proficient in Microsoft Office Suite

  • Knowledge of Sales Force CRM system a plus

  • Experience using analytical tools like Google Analytics a plus

  • Experience with content and social media management tools a plus

Job ID 2018-1751

# of Openings 1

Category Marketing

Boston Private is an equal opportunity employer and all qualified applicants will be considered for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

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