Potomac · 2 days ago
Marketing Project Manager
Bethesda, MD
Full-time
Onsite
Senior Level
$90K/yr - $100K/yr
5+ years expPotomac is a ~$3B+ AUM/AUA asset manager that serves independent broker-dealers and RIAs, focused on delivering results. As a Marketing Project Manager, you will orchestrate the logistics of the content ecosystem and work closely with the CMO to develop campaigns that build trust and drive engagement.
AdviceFinancial ServicesWealth Management
Responsibilities
Serve as the central liaison between Marketing, Research, Sales, and Creative teams to ensure content initiatives are aligned and well-executed
Collaborate with CMO to develop and oversee creative campaigns designed to expand reach, drive engagement, and elevate brand visibility
Serve as project manager for the full lifecycle of content creation—from ideation to publication—across written, video, audio, and digital formats
Work closely with designers, writers, and digital marketers to bring campaigns to life across channels
Own and maintain the master content calendar, ensuring strategic timing and consistency across campaigns
Manage logistics for studio guests, including scheduling, briefing, hospitality, and post-production follow-up
Plan and execute both small-scale and large-scale events, including educational seminars, branded experiences, and regional events
Collaborate with internal teams and external vendors to deliver high-impact events that support content goals
Monitor content performance metrics and audience feedback to refine strategy and improve impact
Qualification
Required
5+ years of experience in content development, marketing, or related roles — preferably in finance, investment management, or professional services
Proven project management track record managing lead generation campaigns and nurturing leads through marketing funnels
Strong writing, editing, and storytelling skills — with a keen understanding of financial terminology and audience segmentation
Experience with email platforms (HubSpot), analytics tools and social media management
Adept at managing external agencies, internal stakeholders, and high-stakes projects with tight deadlines
Strategic mindset with a hands-on attitude — ready to ideate, execute, and optimize
Preferred
Experience working in or adjacent to RIA, asset management, or compliance environments
Familiarity with Teamwork.com and HubSpot
Benefits
401(k) & other retirement benefits
Health, vision, & dental insurance
Health savings account option
Paid time off
Commuter benefits
Disability insurance
Parental leave
Company
Potomac
Our mission is to empower Financial Advisors like you with the confidence to aim higher, grow faster, and explore further.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Manish Khatta
CEO / CIO
Daniel Torzala
Chief Technology Officer
Recent News
2022-03-30
Company data provided by crunchbase