Marketing Project Manager

Daley And Associates, LLC; Boston (MA); On-site; USD 76,000 - 91,000; Full time

Job summary

Daley And Associates, LLC is seeking a Marketing Project Manager in Boston, MA to support the integration of marketing capabilities within a growing U.S. Wealth Management organization.

The role focuses on coordinating strategic initiatives, managing cross-functional stakeholders, and turning strategy into campaigns for advisors. The position is a 12+ month contract with pay at $55-66/hr, and supports a hybrid work model (onsite 4 days per week, remote 1 day per week).

Qualifications

• 5+ years of experience as a marketing-focused project manager.
• Experience supporting marketing programs within the U.S. Wealth Management channel.
• Understanding of investment management distribution channels (financial advisors, RIAs, wirehouses, BDs).
• Experience managing complex, cross-functional projects with multiple stakeholders and timelines.
• Strong understanding of marketing strategy, digital marketing, and modern marketing technologies.

Responsibilities

• Lead project management activities for the Marketing Integration workstream and sub-workstreams.
• Develop and maintain project plans, timelines, milestones, deliverables, dependencies, risks, and logs.
• Establish governance processes, status reporting, and executive communications.
• Track key decisions, issues, dependencies, and future-state requirements.
• Translate integration decisions into advisor-facing commercialization plans.
• Support marketing strategies to increase awareness, engagement, and adoption of investment products.
• Assist with targeted messaging and integrated 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.

Skills

Project management

Marketing programs

Wealth management

Cross-functional collaboration

Digital marketing

Stakeholder management

Communication skills

Education

Bachelor’s degree

Tools

Workfront

Job description

Marketing Project Manager

We are seeking candidates for a MarketingProject 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, escal...

• 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.

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