Responsibilities

• Own the daily trafficking of work across the in-house creative and marketing team, including graphic design, copywriting, video production, digital, web, and content.
• Review incoming project requests, clarify scope, gather requirements, and ensure projects are properly briefed prior to execution.
• Evaluate urgency, complexity, dependencies, and team capacity to prioritize work across multiple concurrent projects.
• Assign tasks based on timelines, team expertise, availability, and business priorities.
• Lead daily and weekly traffic reviews to identify risks, resolve bottlenecks, and maintain forward progress on all initiatives.
• Monitor project status and proactively adjust timelines, assignments, and priorities as business needs evolve.
• Identify and manage compliance routing requirements, ensuring regulated materials follow the correct review process.
• Develop and manage end-to-end project plans from intake through delivery for marketing campaigns, advisor-facing collateral, video productions, events, vendor-supported initiatives, and special projects.
• Define scope, milestones, deliverables, owners, dependencies, and deadlines within ClickUp.
• Coordinate cross-functional collaboration between internal stakeholders, creative teams, vendors, and leadership.

Requirements

• Bachelor’s degree in Marketing, Communications, Project Management, or a related field preferred.
• Minimum 3 years experience in a traffic coordinator, project manager, or marketing operations role within a creative agency or in-house marketing department.
• Demonstrated experience managing multiple concurrent projects across creative disciplines, including design, copy, video, digital, print, and web.
• Hands-on experience with ClickUp or comparable project management platforms (Asana, Monday.com).
• Working knowledge of digital and print production workflows and asset handoff requirements.
• Experience routing marketing materials through compliance or legal review processes preferred.

Preferred

• Project management certification is a plus.

Benefits

• We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:
• 100% employer-covered medical benefits and HRA account
• Dental & vision plans
• Generous PTO + 10 NYSE company holidays per year
• 401K with company match program
• Free onsite parking
• Company-provided laptop and required technology
• Access to an on-site gym (free of charge)
• Weekly vehicle detailing (at additional cost)