Marketing Project Manager, Financial Services

Role Overview

• Project Management & Operational Execution Lead end-to-end project management for tactical marketing initiatives, campaign executions, and smaller portfolio-level projects.
• Build and manage project timelines, workback schedules, dependencies, approvals, and milestone tracking to ensure on-time delivery.
• Manage multiple concurrent workstreams while balancing shifting priorities and business needs.
• Identify execution risks, escalate blockers proactively, and drive issue resolution to maintain delivery quality and speed.
• Marketing Workflow & Process Management Utilize workflow and asset management tools (such as Aprimo or similar platforms) to manage project intake, routing, approvals, and asset submissions.
• Ensure adherence to established governance, campaign workflows, and operational standards.
• Maintain project documentation, trackers, meeting notes, and status updates to ensure stakeholder visibility and accountability.
• Cross-Functional Coordination Partner with internal marketing stakeholders, creative teams, agency partners, and external vendors to coordinate deliverables and approvals.
• Facilitate clear handoffs between business, creative, legal, compliance, and production teams.
• Support portfolio-level messaging initiatives and campaign execution efforts across multiple business priorities.
• Creative & Messaging Support Contribute to messaging refinement, creative execution planning, and campaign readiness for select initiatives.
• Support adaptation of campaign assets and messaging across channels while ensuring consistency with brand and compliance requirements.
• Help pilot and improve operational processes related to campaign delivery and creative production.
• Stakeholder Communication Provide regular status updates, timeline communication, and issue tracking across stakeholders.
• Manage expectations and ensure alignment in a matrixed, cross-functional environment. Support leadership reporting and operational reviews as needed.

Requirements

• Bachelor’s degree required; advanced degree preferred.
• 7+ years of experience in project management, marketing operations, campaign execution, account management, or related disciplines.
• Proven experience managing projects end-to-end in marketing, creative, or campaign-driven environments.
• Experience supporting enterprise organizations within financial services, banking, insurance, or other highly regulated industries is required.
• Strong project management capabilities with expertise in timelines, workflows, approvals, and stakeholder communication.
• Experience with marketing workflow and asset management platforms such as Aprimo, or similar tools.
• Understanding of creative production workflows, campaign lifecycle management, and cross-channel marketing execution.
• Familiarity with compliance-driven marketing environments and approval processes.
• Proficiency in Microsoft Office, including Excel and PowerPoint.

Benefits

• Health
• Vision
• Dental
• 401K plan
• Life Insurance
• Pretax Commuter Benefits