Marketing Project Leader
1 week ago
- Experience with project and/or functional leadership preferably in financial services, in increasingly responsible positions, including 5+ years of experience leading projects. Can include both formal and informal leadership roles.
- Bachelor's degree is required or equivalent experience. MBA or graduate degree preferred.
- bility to independently identify, prioritize, monitor, communicate and/or resolve elements that can impact a project.
- Must be comfortable leading discussions between business areas and technical experts to determine project needs. Ability to convey technical concepts in an understandable manner appropriate to the audience.
- bility to build project plans, assign tasks and hold team members accountable to delivering on time.
- Lead multiple projects simultaneously, with a high degree of risk, visibility and urgency within a functional area or at times spanning multiple areas or divisions.
- Understanding of Agile and product management principles and how those can be applied to address understanding of the work and prioritization.
- Demonstrated presentation, interpersonal and communication skills; effectively communicates with project team, other project leaders, multiple areas and outside vendors. Incorporates effective listening and collaboration skills.
- bility to take a consultative approach, building relationships and asking questions to identify core needs that inform recommendations.
- Superior organization and coordination skills.
- Prior knowledge/experience working in highly regulated industries such as financial services.
- Superior presentation skills preferred.
- Project management certification.
- Create and manage timelines for key workstream within our Growth Marketing team focused on optimizing our key channels to drive leads for our branch teams.
- Create and manage timelines for up to five medium-scale client campaigns
- Support up to two large scale projects to advance our lead management capabilities, activating a prospect phone experience that includes vendor management
- Partner with business leaders, creative teams, developers and vendors to organize the work, manage resources, oversee and/or conduct analysis, synthesize findings, and develop recommendations. Helps team continuously challenge and improve processes and services. Challenges status quo.
- id the cross-functional teams to operate as effectively as possible with a focus on alignment and processes and scale. Seeks and respects alternative approaches and conflicting viewpoints to identify mutually agreeable solutions.
- Establish and maintain effective communications and relationships across multiple areas, divisions and vendors. Delivers clear and concise, strategic communications and status updates, ensuring a solid understanding of objectives and measures of success.
- Use metrics and controls to measure progress, take preventative and corrective action and escalate issues and risks when necessary.
- Remove roadblocks for the teams regarding processes, tools and responsibilities as well as driving accountability challenges.
- Funding management including budget planning, management and tracking.
- Establish and manage appropriate project change management process/mechanism to scope, schedule and costs for non-technical work. Provides clear direction and articulates benefits to optimize team and individual buy-in/adoption when implementing change.
The EBM Operations team consists of a director, department leader, six full-time associates and five contingent workforce team members. The main areas are Marketing Technology, Delivery (web authoring and marketing automation), Divisional Communications and Change, and General Operations (time tracking, annual financial planning, headcount management)
Benefits (employee contribution):
- Health insurance
- Health savings account
- Dental insurance
- Vision insurance
- Flexible spending accounts
- Life insurance
- Retirement plan
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