Responsibilities

• Act as the primary operational project lead for fund-related change initiatives (e.g., fund renames, new ETF launches, product reclassifications), ensuring all data and content updates are accurately executed across all marketing channels.
• Perform data quality reviews, validation, and remediation to ensure product and fund information is accurate, consistent, and compliant across enterprise digital platforms.
• Serve as the central point of contact connecting divisional Marketing teams, Product Data (PRD/Ops), Risk, Advertising Compliance, Legal, and Technology.
• Organize and lead multi-stakeholder workstreams, prepare meeting materials, drive progress status readouts, and track action items for senior marketing leadership and monthly legal/risk forums.
• Maintain central trackers and ticketing systems using Jira for daily ticket entry/tracking and Excel for reviewing and parsing large fund data extracts.
• Assist with risk event tracking, control documentation, evidence repositories, and process records to support ongoing compliance in a regulated environment.
• Document business processes, operational workflows, and governance procedures while identifying opportunities for efficiency improvements and risk reduction.

Requirements

• Senior Specialist level experience (4+ years) in project management, change management, or marketing operations with a track record of running multi-step, cross-functional workstreams and timelines.
• Prior experience in financial services/markets with a working knowledge of investment products like mutual funds, ETFs, fund metadata, and product changes.
• Proven experience operating within a heavily regulated environment where marketing content, compliance, and risk management must align closely.
• Hands-on proficiency using Jira as a primary tool for workstream ticket entry, tracking, and status reporting.
• Ability to navigate, review, and accurately parse large datasets and fund extracts in Excel.
• Strong preference for an operational mindset that thrives on structure, rigor, and execution rather than creative or brand marketing strategy.
• Ability to work standard Eastern Time (ET) hours to align with market-open events, product launches, and real-time team collaboration.

Benefits

• Benefits: health/vision/dental, 401k, and more (https://shorturl.at/GMPcb)