Marketing Program Manager - Wealth Management

Blend360 is seeking a Marketing Program Manager to support its Wealth Management division in New York. This role centers on building and executing marketing programs that strengthen the firm’s wealth management offerings. Role overview The Marketing Program Manager will work with teams across the organization to shape and deliver marketing initiatives. The focus is on programs that reflect client needs and foster stronger customer engagement. What you will do Develop marketing programs tailored to the wealth management sector Collaborate with cross-functional teams to coordinate strategic marketing efforts Support initiatives that improve client experience and engagement Location This position is based in New York.

Join our dynamic team as a Consultant specializing in Capital Markets and Wealth Management. At Capco, we empower financial institutions to innovate and overcome their challenges. As a Consultant, you will leverage your expertise to provide strategic insights, drive impactful solutions, and contribute to the success of our clients. This is your opportunity to make a significant impact in a fast-paced environment.

Imprint is hiring a Program Marketing Manager based in New York. This role centers on building and executing marketing strategies aimed at connecting with key audiences and increasing brand visibility. Role overview The Program Marketing Manager will create and implement campaigns that support business goals and foster customer engagement. Success in this position means translating strategy into action and ensuring that marketing efforts reflect the company's objectives. Collaboration This position works closely with teams across the company. Coordinating with colleagues in different departments is essential to deliver effective, unified marketing campaigns. Key focus areas Develop marketing strategies tailored to target audiences Enhance brand recognition through campaign execution Drive customer engagement in line with business goals Work cross-functionally to ensure campaign impact

Join DoubleVerify as a Senior Marketing Programs and Operations Manager, where you will play a pivotal role in driving our marketing strategies and operational excellence. You will lead the development and execution of innovative marketing programs, ensuring alignment with our overall business objectives. Collaborating closely with cross-functional teams, you will harness data-driven insights to optimize marketing effectiveness and enhance customer engagement.

As the Marketing Programs Manager at Copia, you will play a pivotal role in shaping our marketing strategies and executing innovative programs that drive customer engagement and brand loyalty. You will collaborate with cross-functional teams to develop and implement marketing initiatives that align with our business objectives. Your creativity and analytical skills will be essential in analyzing market trends and optimizing campaigns to achieve measurable results.

The Digital Marketing Program Manager plays a pivotal role in managing client relationships and steering the strategic vision of multi-channel digital marketing initiatives. Acting as the primary client liaison, this position ensures that business objectives align seamlessly with campaign execution. The Program Manager leads various projects, collaborates with stakeholders on campaign strategies, and guarantees the achievement of measurable marketing results.Key ResponsibilitiesAct as the main contact for clients, overseeing expectations, relationships, and communication.Collaborate with clients and internal teams to establish program goals, campaign strategies, and success metrics for digital marketing endeavors, including websites, email campaigns, content creation, and social media.Authorize project timelines and allocate resources, keeping in mind dependencies and team capabilities.Design comprehensive user journeys, considering potential campaign growth with relevant marketing assets.Transform client objectives into actionable project plans and manage delivery across multiple campaigns.Work closely with creative, digital, and analytics teams to guarantee high-quality, results-oriented execution.Monitor program performance, analyze results, and present insights and recommendations to clients.

Join our dynamic team at Pierce as a Product Manager in Private Wealth Management. In this pivotal role, you will leverage your expertise in product management to drive innovative solutions and enhance our offerings in the financial services sector.Education: A Bachelor’s Degree is required.Experience: 5+ years in product management within the financial services industry; wealth management experience is a plus.Communication: Exceptional verbal and written skills are a must, including the ability to effectively lead calls and training sessions.Analytical Skills: Demonstrated analytical and problem-solving abilities, with a knack for synthesizing diverse requirements.Attention to Detail: Strong logical and analytical thinker with meticulous attention to detail.Accountability: A proven track record of personal accountability and teamwork, ensuring products are delivered timely and meet quality standards.Problem-Solving: Ability to dissect complex problems and processes, document workflows, and communicate solutions clearly.Integrity: A commitment to excellence and a high level of integrity in all work.Proactivity: A proactive mindset with a willingness to take initiative, identify potential risks, and propose effective solutions.Adaptability: Flexibility to thrive in a fast-paced, dynamic environment while collaborating with cross-functional teams and stakeholders.Time Management: Capability to balance high-quality work with tight deadlines.

About Savvy Wealth:The wealth management sector in the United States is valued at $545 billion, yet it often operates with outdated processes and minimal technological integration. A staggering 75% of financial advisors rely solely on email for digital communication, while 62% still utilize Excel for financial planning, creating inefficiencies and diminishing client satisfaction. Financial advisors currently dedicate over 70% of their time to non-client facing, manual tasks.Savvy is revolutionizing this landscape. We are developing the most advisor-centric platform in wealth management—a digital-first solution that enhances traditional financial advisory services. Advisors collaborating with Savvy leverage AI-driven software, automated marketing and sales tools, and streamlined back-office operations, allowing them to grow their practices and focus more on their clients.With over $105 million raised from prestigious investors such as Thrive Capital, Index Ventures, and Canvas Ventures, our team consists of seasoned entrepreneurs and operators who have made significant contributions to companies like Airbnb, Square, Brex, and Facebook. Savvy is at a critical juncture in its expansion, having achieved a remarkable product-market fit by providing a contemporary platform for financial advisors. We have exceeded $2.2 billion in assets under management (AUM) within three years and grown by over 600% in the past 18 months. Join us in our mission to scale further!

Savvy Wealth develops technology for the wealth management sector, where many firms still depend on manual processes like email and spreadsheets. The company’s platform introduces AI-driven software, automated sales and marketing tools, and streamlined back-office operations. This enables financial advisors to spend less time on administrative work and more time engaging with clients. Savvy Wealth has raised over $105 million from investors such as Thrive Capital, Index Ventures, and Canvas Ventures. Team members bring experience from organizations including Airbnb, Square, and Facebook. In less than three years, Savvy has surpassed $5.1 billion in Assets Under Management and achieved over 600% growth in the past 18 months. The team continues to expand its product offerings and revenue as the company scales. Role overview This Senior Product Marketing Manager position is based in the New York City office. The role leads marketing for Savvy Wealth Investment Management (SWIM) and an expanding suite of financial products. Close collaboration with the Chief Investment Officer is central, focusing on turning proprietary investment strategies into clear offerings for financial advisors. The work involves a B2B2C approach: marketing directly to advisors and equipping them with messaging and tools to reach their own clients. What you will do Productize SWIM strategies: Work with the CIO and investment team to translate complex strategies, including ETFs, SMAs, and model portfolios, into accessible, client-ready narratives. Shape B2B2C marketing: Develop a two-layer marketing approach that first drives advisor adoption, then provides advisors with collateral to engage their clients. Lead go-to-market for new services: Direct launch strategies for additional offerings such as Financial Planning, Tax Services, and Estate Planning.

Oversee and drive data modernization initiatives within the wealth and asset management sectors, ensuring alignment with both business objectives and regulatory standards. Engage in close collaboration with data teams, technology partners, and business stakeholders to delineate project scope, timelines, and deliverables. Create and uphold detailed project plans, monitoring progress, risks, and strategies for mitigation. Facilitate effective communication across cross-functional teams and provide consistent updates to senior management and clients. Ensure rigorous quality control and validation throughout data migration and modernization efforts. Spot opportunities for process enhancements and implement best practices to improve project outcomes. Maintain compliance with industry standards and regulatory guidelines throughout the project lifecycle.

RAPP seeks a Director of Program Management to guide client accounts and oversee projects from concept through delivery. This position is based in New York and focuses on digital, CRM, and emerging technology initiatives. The Director will bring strong organizational skills, creative problem-solving, and a collaborative mindset to lead cross-functional teams and deliver results for clients. Role Overview This leadership role involves managing multiple programs at once, ensuring each project meets client objectives, stays on schedule, and remains within budget. The Director will coordinate efforts across creative, technology, and strategy teams, translating client needs into actionable plans and clear deliverables. Key Responsibilities Direct projects from kickoff to completion, coordinating teams across departments. Translate client requests into clear deliverables, timelines, and estimates for transparency and alignment. Work with resource management to align team capacity with project requirements. Oversee several programs simultaneously, managing budgets and schedules. Track and report on project progress, identify risks early, and escalate issues to protect client scopes and agency profitability. Build and maintain strong client relationships, acting as a trusted partner to keep project goals on track. Collaboration at RAPP Teams at RAPP bring together creative, technology, and strategy experts. By connecting data, content, and decision-making, the agency delivers marketing strategies that address real customer needs. Collaboration and inclusion are central values, with a focus on supporting personal well-being and encouraging creativity.

Join our dedicated wealth management team as a Wealth Advisor, where you will collaborate closely with clients to develop tailored wealth strategies that resonate with their unique goals and values. Our mission is to build lasting partnerships with clients, creating financial strategies that address their needs today and prepare for their future. A successful Wealth Advisor will excel in active listening, embody a team-oriented mindset, and possess a strong desire for professional and personal growth.Key ResponsibilitiesCollaborate with the wealth advisory team to deliver comprehensive wealth management solutions to high net worth clients.Develop detailed and customized financial plans and portfolios through extensive research and analysis of client needs.Foster and maintain robust client relationships, ensuring that all questions and needs are proactively addressed.Work efficiently with your team and leverage available resources to fulfill client requests and keep information up to date.Engage actively in acquiring new clients by leveraging strategic partnerships and community involvement.Commit to ongoing education, training, and talent development across all levels, including mentoring new associate advisors and client service associates.QualificationsA Bachelor’s degree is required.5+ years of relevant experience in financial planning, accounting, legal, or related fields.Must possess Series 65, CFP, or CFA certification.Skills & KnowledgeExperience in wealth management, particularly in fee-based consulting, tax, mutual funds, and financial planning.Prior experience working with high net worth or ultra-high net worth clients.Proficiency in financial planning and investment software (e.g., eMoney, MoneyGuide Pro).Exceptional interpersonal, relationship management, and communication skills.Proven track record in talent development, including training and mentoring new staff.Strong organizational and time management capabilities, adept at managing multiple priorities in a fast-paced environment.Meticulous attention to detail.

Jobgether is looking for a Senior Go-To-Market Program Manager to drive strategic initiatives that expand our product’s reach and influence. This is a fully remote position based out of New York. Role overview This role centers on planning and executing programs that support our business objectives. The Senior Go-To-Market Program Manager will play a key part in shaping product launch strategies and ensuring alignment across teams. What you will do Develop and implement go-to-market plans that match company goals Coordinate with cross-functional teams to support successful product launches Help define and refine strategies that increase product adoption and market presence Requirements Experience leading go-to-market programs or similar initiatives Strong ability to collaborate across teams Strategic thinking and a track record of supporting business growth

Judi Health delivers enterprise health technology solutions for employers and health plans. The company’s offerings include Capital Rx, a public benefit corporation providing pharmacy benefit management for self-insured employers; Judi Health™, which supports health benefit management for employers, third-party administrators, and health plans; and Judi®, a proprietary Enterprise Health Platform that brings together all claim administration workflows in one secure, scalable system. Judi Health partners with organizations to help rebuild trust in the U.S. healthcare system. More information is available at www.judi.health. Role overview The Senior Project Manager for Market Access Programs leads the design, rollout, and ongoing improvement of market access initiatives across Commercial, Exchange, Medicare, and Medicaid business lines. This cross-functional position works with internal teams, external vendors, and pharmacy partners to deliver strategic programs, such as specialty pharmacy partnerships and manufacturer-direct solutions. The goal: enhance member experience and reduce overall drug costs. What you will do Develop and manage implementation plans, operational workflows, and training materials for market access programs. Ensure program quality and compliance through regular audits and thorough documentation. Collaborate with the Analytics team to create opportunity assessments and savings reports. Support commercialization of new offerings, including pricing strategies, marketing enablement, and participation in RFI/RFP processes. Requirements Extensive experience in healthcare cost management. Strong analytical and communication skills. Strategic approach to identifying inefficiencies and driving improvements in products and processes. This position is open to candidates in Denver, New York, or remote locations within the United States.

We are seeking a dynamic and results-oriented Contract Marketing Program Manager to oversee our Customer Benefits initiatives. In this role, you will be responsible for developing and executing marketing strategies that effectively communicate the value of our customer benefits programs. You will collaborate closely with cross-functional teams to ensure alignment with business objectives and drive customer engagement.

Join Titan as a Senior Wealth Advisor and be at the forefront of reshaping wealth management. In this pivotal role, you will collaborate closely with our Director of Wealth Advisory to bridge our Investment Management and Product teams, ensuring a seamless investment experience for our clients. Your primary focus will be on empowering clients with superior investment outcomes while enhancing their financial literacy. At Titan, we pride ourselves on challenging conventional investment paradigms and leveraging technology to revolutionize the advisor-client relationship. This is more than just a job; it's an opportunity to make a significant impact on our generation's financial future.

Role Overview Mercer Advisors is hiring a Senior Wealth Advisor in New York, NY. This role centers on guiding clients through their financial journeys with thoughtful advice and personalized planning. The Senior Wealth Advisor works directly with a varied group of clients, shaping investment strategies and crafting financial plans that reflect each client’s unique goals. What You Will Do Develop and maintain long-term relationships with clients Advise clients on investment options and financial planning Create tailored strategies to help clients pursue their financial objectives Support clients as they navigate complex financial decisions Who We’re Looking For Experience in wealth management or financial advising Strong commitment to client service Ability to communicate complex financial concepts clearly Proactive approach to building and sustaining client relationships

Role overview Bluestatedigital is looking for a Program Manager to help drive important initiatives and contribute to the company’s ongoing growth. This role involves close collaboration with teams throughout the organization to ensure programs are launched effectively and reach their intended goals. What you will do Oversee programs from initial planning stages through to execution Coordinate with cross-functional teams to set shared objectives and schedules Spot areas where processes or project outcomes can be improved Assist teams in addressing challenges and achieving key milestones Locations New York, NY Washington, DC Oakland, CA Bluestatedigital encourages applicants who are ready to manage complex projects and play a part in shaping the company’s future direction.

Join Plaid as a Partner Development Manager in the Banking & Wealth division, where you'll play a pivotal role in fostering strategic partnerships and driving growth in the financial services sector. Your expertise will be instrumental in identifying new business opportunities and enhancing our relationships with key stakeholders. Collaborate with cross-functional teams to deliver innovative solutions that meet the evolving needs of our clients.

About PolymarketPolymarket stands as the largest prediction market platform globally, offering individuals a unique opportunity to express their insights on real-world events by trading on outcomes in politics, economics, sports, culture, and current affairs. Our peer-to-peer marketplace operates without a centralized house, allowing us to aggregate diverse opinions into transparent, market-based probabilities that truly reflect collective expectations about the future.As we continue to expand rapidly, with an impressive $21B traded in 2025, we are positioning ourselves as an alternative source of news and insights. Our vision is to be a trusted beacon of truth in global media, and we invite you to join us in this mission.About the RolePolymarket is in search of a Senior Technical Program Manager who will bring organization and execution excellence to our dynamic engineering team. In this role, you will facilitate coordination among engineering teams, ensuring that cross-functional initiatives are delivered on schedule while establishing the systems and processes necessary for our growth.This position is foundational for our evolving organization. As we have experienced rapid growth, we currently lack formal PM processes. You will not merely implement existing frameworks; instead, you will design and develop them from the ground up.Key ResponsibilitiesDelivery & Execution: Oversee the complete delivery of technical projects encompassing backend services, infrastructure, and user-facing features. Take responsibility for timelines, dependencies, and alignment among stakeholders for our top priority initiatives.Cross-Team Coordination: Act as the central hub of coordination among engineering, product, and leadership teams. Proactively identify and mitigate blockers before they escalate into issues. Ensure all teams remain aligned on priorities and project sequencing.Process & Systems Development: Create and implement frameworks, rituals, and tools that enhance visibility into project progress while avoiding unnecessary bureaucracy.Technical Bridging: Facilitate the connection between product vision and engineering execution. A solid understanding of our architecture will be essential for scoping work and managing inter-team dependencies effectively.Documentation & Knowledge Management: Establish standards for technical documentation and decision records that are practical and utilized. Ensure asynchronous work is possible and our learnings are preserved.Stakeholder Communication: Manage communication with leadership and cross-functional partners, providing clear, actionable updates regarding project status, risks, and trade-offs.Team Development: As the organization grows, assist in building the program management function, which may include recruitment and mentorship of future team members.