Marketing Integration Project Manager

Daley And Associates, LLC; Wayne (PA); Hybrid; USD 76,000 - 91,000; Full time

Job summary

Daley And Associates, LLC is seeking a Marketing Integration Project Manager to drive the integration of marketing capabilities for a leading U.S. Wealth Management organization.

The role coordinates cross-functional teams, develops plans, and supports commercialization initiatives related to a major acquisition and integration. Requirements include 5+ years as a marketing-focused PM, experience in wealth management, and strong communication skills.

Qualifications

• Bachelor’s degree is required.
• 5+ years of marketing-focused PM experience.
• Experience in U.S. Wealth Management marketing.
• Understanding of advisor channels and intermediaries.
• Experience managing cross-functional, multi-stakeholder programs.
• Experience with business integrations or large-scale programs preferred.

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 governance processes, status reporting, and executive-level communications.
• Track decisions, issues, dependencies, and future-state requirements to ensure progress.
• Coordinate with workstream leaders to identify and resolve critical issues affecting integration readiness and commercialization goals.
• Collaborate across Marketing, Distribution, Product, Technology, Compliance, and external partners.
• Translate integration decisions into advisor-facing commercialization and activation plans.
• Support marketing strategies to increase awareness, engagement, and adoption of investment products and capabilities.
• Assist with targeted messaging and integrated marketing campaigns across digital, email, social media, 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 objectives.
• Coordinate with internal stakeholders and vendors to ensure timely delivery of projects.
• Manage competing priorities, deadlines, and resources in a fast-paced environment.
• Provide clear updates to senior leadership and key stakeholders.

Skills

Project management

Cross-functional leadership

Wealth management

Marketing programs

M&A familiarity

Digital marketing

Executive communication

Stakeholder management

Workfront

Education

Bachelor's degree

Tools

Workfront

Job description

We are seeking candidates for a Marketing Integration Project Manager position with a leading private equity firm located in Wayne, PA. 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).

Marketing Integration Project Manager

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, escalation, 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.