Marketing Program Manager, Wealth Management

Blend360New York, NY
Remote

About The Position

Our client, a global financial services institution, is seeking a Marketing Program Manager to support a high-performing Wealth Management marketing organization. This team is responsible for delivering integrated marketing initiatives across a portfolio of client segments and financial products. This role is ideal for a senior-level program manager who thrives in complex, highly regulated environments and brings a strong combination of marketing domain knowledge, governance expertise, and cross-functional leadership. You will play a critical role in driving execution, establishing structure, and ensuring alignment across multiple concurrent marketing initiatives.

Requirements

  • Bachelor’s degree required; advanced degree preferred.
  • 8+ years of experience in program or project management within complex, enterprise environments.
  • Proven experience managing multiple large-scale, cross-functional initiatives simultaneously.
  • Prior experience supporting marketing organizations or campaign delivery teams.
  • Background in financial services or wealth management
  • Deep expertise in program governance, process design, and execution management.
  • Strong understanding of marketing campaign lifecycles, approval workflows, and go-to-market execution.
  • Experience managing legal and compliance approval processes within regulated environments.
  • Proficiency in Microsoft Office tools (Excel, PowerPoint) for reporting and executive communication.
  • Exceptional communication and stakeholder management skills.
  • Ability to influence and drive alignment across teams without direct authority.
  • Highly organized with strong attention to detail and follow-through.
  • Proactive, solutions-oriented mindset with strong problem-solving capabilities.
  • Comfortable operating in fast-paced, highly matrixed environments with competing priorities.

Nice To Haves

  • Advanced degree preferred.

Responsibilities

  • Serve as a central driver of execution and governance across a portfolio of strategic marketing initiatives.
  • Partner closely with marketing leaders, strategy teams, and cross-functional stakeholders to ensure programs are delivered on time, within scope, and aligned to business objectives.
  • Establish and maintain program governance frameworks, including project charters, RACI matrices, decision logs, and escalation protocols.
  • Ensure consistent oversight and alignment across multiple marketing workstreams.
  • Drive accountability across stakeholders without direct authority.
  • Develop and manage integrated marketing roadmaps, including timelines, milestones, dependencies, and deliverables.
  • Track progress against strategic priorities to ensure on-time, on-budget delivery.
  • Identify risks, issues, and blockers, and proactively implement mitigation strategies.
  • Partner with marketing managers, strategy leads, and execution teams to ensure seamless delivery across initiatives.
  • Coordinate workflows across business, creative, legal, compliance, and operational teams.
  • Manage approval processes and ensure all deliverables meet required standards and checkpoints.
  • Lead day-to-day program management activities, including scheduling and facilitating meetings, capturing action items, and tracking follow-ups.
  • Maintain detailed documentation to ensure transparency, accountability, and audit readiness.
  • Deliver regular status updates and executive-level reporting, including progress summaries, risks, and key decisions.
  • Communicate effectively across all levels of the organization, including senior leadership.
  • Ensure alignment across stakeholders in a highly matrixed environment.

Benefits

  • Health
  • Vision
  • Dental
  • 401K plan
  • Life Insurance
  • Employee Assistance Programs
  • medical
  • dental
  • vision
  • 401K
  • PTO
  • commuter benefits
  • spending accounts
  • disability coverage
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service