Project Manager, Wealth Management Products

Responsibilities

• This is a highly visible role requiring strong organizational discipline, stakeholder management, and the ability to build and enforce governance frameworks in a matrixed environment.
• Program Governance & Structure
• Establish and maintain program governance frameworks, including project charters, RACI matrices, decision logs, and escalation protocols.
• Ensure consistent oversight and alignment across multiple marketing workstreams.
• Drive accountability across stakeholders without direct authority.
• Roadmap & Execution Management
• Develop and manage integrated marketing roadmaps, including timelines, milestones, dependencies, and deliverables.
• Track progress against strategic priorities to ensure on-time, on-budget delivery.
• Identify risks, issues, and blockers, and proactively implement mitigation strategies.
• Cross-Functional Coordination
• Partner with marketing managers, strategy leads, and execution teams to ensure seamless delivery across initiatives.
• Coordinate workflows across business, creative, legal, compliance, and operational teams.
• Manage approval processes and ensure all deliverables meet required standards and checkpoints.
• Program Operations & Administration
• Lead day-to-day program management activities, including scheduling and facilitating meetings, capturing action items, and tracking follow-ups.
• Maintain detailed documentation to ensure transparency, accountability, and audit readiness.
• Stakeholder Communication & Reporting
• Deliver regular status updates and executive-level reporting, including progress summaries, risks, and key decisions.
• Communicate effectively across all levels of the organization, including senior leadership.
• Ensure alignment across stakeholders in a highly matrixed environment.
• Education & Experience
• Bachelor's degree required; advanced degree preferred.
• 8+ years of experience in program or project management within complex, enterprise environments.
• Proven experience managing multiple large-scale, cross-functional initiatives simultaneously.
• Prior experience supporting marketing organizations or campaign delivery teams.
• Background in financial services or wealth management
• Technical & Functional Skills
• Deep expertise in program governance, process design, and execution management.
• Strong understanding of marketing campaign lifecycles, approval workflows, and go-to-market execution.
• Experience managing legal and compliance approval processes within regulated environments.
• Proficiency in Microsoft Office tools (Excel, PowerPoint) for reporting and executive communication.
• Soft Skills
• Exceptional communication and stakeholder management skills.
• Ability to influence and drive alignment across teams without direct authority.
• Highly organized with strong attention to detail and follow-through.
• Proactive, solutions-oriented mindset with strong problem-solving capabilities.
• Comfortable operating in fast-paced, highly matrixed environments with competing priorities.

Benefits

Additional Information

Our client, a global financial services institution, is seeking a Project Manager to support a high-performing Wealth Management marketing organization. This team is responsible for delivering integrated marketing initiatives across a portfolio of client segments and financial products. This role is ideal for a senior-level program manager who thrives in complex, highly regulated environments and brings a strong combination of marketing domain knowledge, governance expertise, and cross-functional leadership. You will play a critical role in driving execution, establishing structure, and ensuring alignment across multiple concurrent marketing initiatives. The Details: Location: Remote within the U.S. Duration: 12-month consulting role with potential for extension (must be able to work on Blend's W2 without requiring employer sponsorship either now or in the future) Benefits: We do offer benefits to our full-time consultants, including Health, Vision, Dental, 401K plan, Life Insurance, Employee Assistance Programs, and an incredibly supportive team cheering you on!

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