Marketing Project Manager

Marketing Project Manager

We are seeking candidates for a Marketing Project Manager position with a leading private equity firm located in Boston, MA. This role will support the integration of marketing capabilities within a growing U.S. Wealth Management organization. This individual will play a key role in the Marketing Integration workstream, coordinating strategic initiatives, managing cross-functional stakeholders, and supporting commercialization efforts related to a major business acquisition and integration. This ideal candidate will have 5+ years of experience as a marketing-focused project manager who understands wealth management and can coordinate the marketing integration of an acquired business while helping turn the strategy into campaigns that reach financial advisors 

This is a 12+ month contract position that will pay $55-66/hr (depending on experience) within a 40-hour workweek. This position supports a hybrid work model (onsite 4 days per week, remote 1 day per week). 

Responsibilities:

• Lead project management activities for the Marketing Integration workstream and related sub-workstreams.

• Develop and maintain project plans, timelines, milestones, deliverables, dependencies, risks, and decision logs.

• Establish effective governance processes, status reporting, and executive-level communications.

• Track key decisions, issues, dependencies, and future-state requirements to ensure timely resolution and progress.

• Partner with workstream leaders to identify, escalate, and resolve issues that could impact integration readiness, client experience, or commercialization goals.

• Coordinate across Marketing, Distribution, Product, Technology, Compliance, and external integration partners.

• Translate integration decisions into advisor-facing commercialization and activation plans.

• Support marketing strategies designed to increase awareness, engagement, and adoption of investment products and capabilities.

• Assist with targeted messaging and integrated marketing campaigns across digital, email, social media, thought leadership, events, PR, and paid media.

• Contribute to strategic marketing plans that support business objectives and strengthen brand positioning.

• Collaborate with Sales, Marketing, Product, Technology, Compliance, and Communications teams to drive integrated business objectives.

• Coordinate with internal stakeholders, external agencies, and vendors to ensure projects are delivered on time and effectively.

• Manage competing priorities, deadlines, and resources in a fast-paced environment.

• Provide clear and concise updates to senior leadership and key business stakeholders.

Qualifications:

• Bachelor’s degree required.

• Strong project or program management experience, ideally within marketing or financial services. Workfront experience is highly preferred.

• Proven experience supporting marketing programs within the U.S. Wealth Management channel.

• Understanding of investment management distribution channels, including financial advisors, RIAs, wirehouses, broker-dealers, and other financial intermediaries.

• Experience managing complex, cross-functional projects involving multiple stakeholders, timelines, dependencies, and deliverables.

• Experience with business integrations, M&A, organizational transformations, commercialization initiatives, or other large-scale programs is preferred.

• Strong understanding of marketing strategy, digital marketing, and modern marketing technologies.

• Excellent written, verbal, and presentation skills.

• Highly organized with the ability to manage multiple priorities and meet tight deadlines.

• Comfortable working with senior executives, business leaders, internal teams, external agencies, and vendors.

• Proactive, resourceful, collaborative, and highly accountable.

• Ability to thrive in a fast-paced, creative, and team-oriented environment.

• Strong understanding of the U.S. wealth management industry, including market trends, regulatory considerations, and advisor engagement strategies.

If you are interested in learning more about this opportunity, please email your resume to Olivia at ociviello@daleyaa.com. 

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