Project Manager (Wealth Management)

TL;DR

Project Manager (Wealth Management): Driving execution and governance across a portfolio of strategic marketing initiatives for a global financial services institution with an accent on program structure, cross-functional alignment, and regulatory compliance. Focus on developing integrated roadmaps, managing risks and dependencies, and delivering executive-level reporting in a highly matrixed environment.

Location: Remote within the U.S. (must be able to work on Blend’s W2 without requiring employer sponsorship)

Salary: $55-60 per hour

Company

Premier AI services provider committed to co-creating impact through data science, AI, technology, and people for clients in financial services.

What you will do

• Establish and maintain program governance frameworks including charters, RACI matrices, decision logs, and escalation protocols.
• Develop and manage integrated marketing roadmaps with timelines, milestones, dependencies, and deliverables.
• Track progress, identify risks and blockers, and implement mitigation strategies for on-time, on-budget delivery.
• Coordinate workflows across marketing, strategy, creative, legal, compliance, and operational teams.
• Lead program operations including meetings, action items, documentation, and audit readiness.
• Deliver status updates, executive reporting, and ensure stakeholder alignment.

Requirements

• Bachelor’s degree required; advanced degree preferred. Must be eligible to work on W2 without sponsorship.
• 8+ years in program/project management in complex enterprise environments.
• Proven experience managing multiple large-scale cross-functional initiatives, ideally in marketing or financial services/wealth management.
• Expertise in program governance, marketing campaign lifecycles, legal/compliance processes.
• Proficiency in Microsoft Office (Excel, PowerPoint) for reporting.
• Exceptional communication, stakeholder influence, organization, and problem-solving skills.

Culture & Benefits

• Health, vision, dental insurance, 401K, life insurance, EAP.
• Supportive team environment.
• Competitive benefits for full-time consultants including PTO and commuter benefits.
• Diverse and inclusive workforce focused on equality.