Serve as a central driver of execution and governance across a portfolio of strategic marketing initiatives
Partner closely with marketing leaders, strategy teams, and cross-functional stakeholders to ensure programs are delivered on time, within scope, and aligned to business objectives
Establish and maintain program governance frameworks, including project charters, RACI matrices, decision logs, and escalation protocols
Drive accountability across stakeholders without direct authority
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
Partner with marketing managers, strategy leads, and execution teams to ensure seamless delivery across initiatives
Lead day-to-day program management activities, including scheduling and facilitating meetings, capturing action items, and tracking follow-ups
Deliver regular status updates and executive-level reporting, including progress summaries, risks, and key decisions.

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
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.

Project Manager, Wealth Management Products

Key skills