Creative Project Manager

About the role

At Sound Income Group, our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success.

The Creative Project Manager serves as the operational arm of the marketing department, overseeing project execution, resource planning, workflow strategy, and operational efficiency across an 18-person cross-functional team. This position exercises independent judgment in establishing priorities, allocating resources, developing scalable processes, and ensuring the successful delivery of marketing initiatives that support organizational objectives.

Responsibilities

• Traffic Management & Workflow Ownership: 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 competing business priorities, resource availability, and project complexity to establish workflow priorities, allocate resources, and determine execution strategies across concurrent initiatives.
• Lead traffic meetings, monitor project progress, identify risks, and adjust timelines, assignments, and priorities as business needs evolve.
• Identify and manage compliance routing requirements, ensuring regulated materials follow the correct review process.
• Project Management: Develop and manage end-to-end project plans within ClickUp, defining scope, milestones, deliverables, owners, dependencies, timelines, and success criteria.
• Align cross-functional teams by facilitating project kickoffs, status meetings, reviews, and follow-up communications that drive accountability and project momentum.
• Evaluate project performance, identify operational risks, and implement mitigation strategies to ensure successful delivery and alignment with business priorities.
• Process Creation & Continuous Improvement: Own and continuously improve the department's project management infrastructure, including workflow architecture, intake processes, prioritization frameworks, automation, reporting, and resource planning.
• Develop standardized templates for recurring project types such as campaigns, events, video production, and advisor marketing collateral.
• Maintain and enhance dashboards, trackers, and reporting tools that provide visibility into project performance and team capacity.
• Identify workflow gaps and implement process improvements that enhance speed, clarity, consistency, and operational efficiency.
• Stakeholder Communication & Relationship Management: Work alongside the Client Success Liaison and Executive Assistant for project communication and delivery to internal departments, vendors, and advisor partners.
• Set clear expectations regarding timelines, scope, dependencies, revisions, and delivery schedules and translate incomplete or ambiguous requests into actionable project plans.
• Communicate with team members in-person and digitally (ClickUp, Teams) to flag and/or remove project roadblocks.
• Quality Assurance & Delivery: Ensure all deliverables complete required quality assurance, compliance, and approval workflows before release.
• Oversee coordination with internal teams and vendors to verify deliverables are accurate, on-brand, and production-ready.
• Manage final approvals and confirm delivery of completed marketing assets.

Requirements

• Bachelor’s degree in Marketing, Communications, Project Management, or a related field preferred.
• Minimum 3 years’ experience in marketing coordination, project management, or a 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 project management platforms (ClickUp, 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.
• Project management certification is a plus.

Skills And Competencies

• Exceptional organizational, prioritization, and time management skills with the ability to manage competing deadlines.
• Strong analytical and problem-solving skills with the ability to make sound operational decisions in a fast-paced environment.
• Strong process-building mindset with the ability to design and document workflows.
• Excellent written and verbal communication skills.
• Calm, solutions-oriented, and resilient in a fast-paced environment.
• Ability to influence and coordinate across teams without direct authority.

Physical & Work Environment Requirements

Ability to work for extended periods at a desk using a computer.

Ability to lift to 10 pounds if/when necessary.

Routine use of telephone and email.

Office-based role with potential travel to conferences, events, and satellite offices as needed.

Benefits

• 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)

Pay and Schedule

Schedule: M-F from 8:30am – 5pm (onsite)