Senior Marketing Project Manager – Wealth Management

The ideal Senior Marketing Project Manager brings 5+ years of project management experience and direct experience supporting marketing initiatives within wealth management, asset management, or investment management. A leading investment management firm in Boston, MA, is seeking a Senior Marketing Project Manager to support the integration of marketing capabilities following a significant business acquisition within its Wealth Management division.

Senior Marketing Project Manager – Wealth Management
A leading investment management firm in Boston, MA, is seeking a Senior Marketing Project Manager to support the integration of marketing capabilities following a significant business acquisition within its Wealth Management division. This Senior Marketing Project Manager will play a central role coordinating cross-functional stakeholders, driving commercialization efforts, and helping bring new investment capabilities to market for advisors. The ideal Senior Marketing Project Manager brings 5+ years of project management experience and direct experience supporting marketing initiatives within wealth management, asset management, or investment management.

This is a 12+ month contract with potential to extend, paying $55-$65/hour depending on experience.

This role supports a hybrid work model of 4 days onsite and 1 day working from home per week. Candidates must be located in the Greater Boston area and willing to work four days per week onsite in Boston, MA.

Responsibilities:

• Lead project management for a marketing integration workstream, tracking milestones, dependencies, risks, and decisions across multiple marketing capabilities
• Build and maintain project plans, governance structures, and executive-level status reporting
• Partner with Marketing, Distribution, Product, Technology, and Compliance teams to keep integration efforts aligned
• Identify and escalate issues that could affect integration timelines, client experience, or go-to-market readiness
• Translate integration decisions into advisor-facing commercialization and activation plans
• Support development and execution of multi-channel marketing campaigns (digital, email, social, PR, events, paid media) tied to programs that drive brand awareness, engagement, and business growth
• Collaborate with internal teams and outside vendors to keep initiatives on schedule and within scope
• Manage competing priorities and deadlines in a fast-moving, cross-functional environment

Qualifications:

• 5+ years of project management experience, ideally including business integration or transformation work
• Background in wealth management required, with an understanding of financial intermediaries, wirehouses, RIAs, broker-dealers, and advisor audiences
• Prior project management experience supporting marketing initiatives within an investment management, asset management, or wealth management firm required
• Bachelor's degree preferred
• PMP certification a plus
• Strong written, verbal, and executive presentation skills
• Comfortable working directly with senior leaders, cross-functional partners, and external agencies
• Highly organized, proactive, and adaptable in a fast-paced setting

For immediate consideration, interested and qualified candidates should send their resume to Jackson at jnichols@daleyaa.com

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