Project Manager, Wealth Management Products

Company Description

Blend is a premier AI services provider, committed to co-creating meaningful impact for its clients through the power of data science, AI, technology, and people. With a mission to fuel bold visions, Blend tackles significant challenges by seamlessly aligning human expertise with artificial intelligence. The company is dedicated to unlocking value and fostering innovation for its clients by harnessing world-class people and data-driven strategy. We believe that the power of people and AI can have a meaningful impact on your world, creating more fulfilling work and projects for our people and clients.

Job Description

Our client, a global financial services institution, is seeking a Project 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.

The Details:

• Location: Remote within the U.S.
• Duration: 12-month consulting role with potential for extension (must be able to work on Blend’s W2 without requiring employer sponsorship either now or in the future)
• Benefits: We do offer benefits to our full-time consultants, including Health, Vision, Dental, 401K plan, Life Insurance, Employee Assistance Programs, and an incredibly supportive team cheering you on!

What you’ll do:

The Project Manager will serve as a central driver of execution and governance across a portfolio of strategic marketing initiatives.  This role will 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.

This is a highly visible role requiring strong organizational discipline, stakeholder management, and the ability to build and enforce governance frameworks in a matrixed environment.

Program Governance & Structure

• 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.

Roadmap & Execution Management

• 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.

Cross-Functional Coordination

• 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.

Program Operations & Administration

• 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.

Stakeholder Communication & Reporting

• 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.

Qualifications

Education & Experience

• 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

Technical & Functional Skills

• 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.

Soft Skills

• 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.

Additional Information

The starting pay range for this role is $50-55 per hour. Actual compensation within the range will be dependent on several factors including but not limited to relevant experience, skills, certifications, training, and location. It is not typical for an individual to be hired at or near the top of the range and determining factors for compensation are considered for each individual circumstance. BLEND360 also offers a competitive benefits program to meet the health and financial well-being of our team and their families. You can look forward to a range of benefits including medical, dental, vision, 401K, PTO, commuter benefits, spending accounts, life insurance, disability coverage, and EAPs.

A diverse workforce is a strong workforce
To deliver growth at BLEND360 and for our clients, we believe as a Talent Solutions Company, we have a responsibility and unique opportunity to positively impact the workforce. Diversity has played a critical role in our history, our growth, and continues to have a profound impact on our success.  We are determined to have equality in the workplace, within our team and as an extension of our clients’ team.

BLEND360 is an equal opportunity employer.