Program Manager

• Own both principal relationships. Be the lead contact for the fund principal and the coaching-brand principal — scripts, decks, timelines, updates, site/reel/database needs. Run a standing weekly check-in with each so requests are captured, not sprung; keep them proactively informed so they never wonder where something stands; ensure investors get concierge-level hospitality at every touchpoint.
• Run delivery end-to-end. Set the strategy and timing for each project, write the one-paragraph brief that kicks it off, and spin up the right pod to ship it — then stand it down. Own the steady stream of get-it-done brand work, and be the single catch-all owner for anything thrown at the department: make sure it ships.
• Commission and oversee the work product. Pull design and copy for collateral (PDFs, one-pagers, brochures, postcards); commission site and landing-page edits and oversee completion; plan and run webinars and group launches (Zoom/Calendly) and drive show-up rates; own event purpose and messaging while handing logistics to Ops.
• Guard quality — the principals never find an edit. Check everything every way before it ships: spelling, grammar, headlines, cross-brand consistency, visual alignment, missed links, missed opportunities
• Own the CRM and lead-quality picture. Know the CRM, check statuses, and oversee a reporting dashboard. Sit with the fund principal and the lead team to assess lead quality and know the story behind the top 20 leads — who's converting, why, and how much they have to invest.
• Drive AI leverage. Continuously show where AI doubled production on a product, program, or process.
• Report up and run the cadence. Lead the strategic investor survey (routed through compliance), turn the EVP's mastermind ideas into delivered plans, package the validated Monday roll-up, assemble the SLT and quarterly reports for the EVP to present, and back the EVP up as second in command at key events.

Marketing Program Manager

• Reviewing and address questions from external and internal contacts.
• Assist in supporting provisioning requests and testing as needed for pilot projects while assisting in monitoring compliance and data integrity.
• Strong attention to detail in tracking budgets and spend, logging all interactions and completing processes using the clients tools.
• Communicate with stakeholders and cross-organizational teams.
• Perform additional duties as assigned.

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Marketing Program Manager

Program Manager