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Title: Marketing Program Manager
Type: Full-Time, Remote
Working Hours: Mondays - Fridays, 9:00am - 5:00pm CST
Location: LATAM (Remote)
Compensation: USD $4,500 - $5,000/month
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.
5+ years in marketing program/account/project leadership, with a track record of owning stakeholder relationships and shipping multi-discipline creative on deadline.
Owner's mindset: whatever-it-takes hours, multi-skilled, low-ego, loyal — not arrogant. You drive outcomes, you don't wait to be told.
Real AI & systems builder: you build actual workflows — connectors, agents, process reinvention — that 2× your own output. Not prompt-dabbling.
Self-sufficient operator: minimum 10 years' experience, you know what to do and where to go unprompted, learn any tool cold, and do the work yourself.
Execution obsession: you test the full chain before shipping and find a way through stalls; agency-level perfectionism, KPI-driven.
Proactive communicator: you drive the update cadence, never go dark, use discretion, and are open to occasional off-hours texts.
CRM fluency — statuses, dashboards, pipeline visibility — and comfort operating inside a regulated-marketing approval chain.
Valid passport and able to travel to the US up to 4× per year.
Reliable remote setup and strong written and spoken English.
Ran your own agency as an owner-operator — this is the pace and breadth the role is benchmarked to.
Experience marketing for financial services, investment, real estate, or another regulated/compliance-heavy category.
Experience juggling two distinct brands and audiences simultaneously.
HubSpot and/or Close fluency; hands-on running recurring webinar/group programs via Zoom and Calendly.
A settled, long-horizon temperament — plays the long game, calm under pressure, low drama.
List of Responsibilities:
Lead account/project manager (scripts, deck language, updates, timelines, social-post ideas, event promotion, funnel tech, sales CRM, database, video scripts, print).
Lead contact for CEO (reels, site, leads, database, book reviews).
Error-checker — make sure that manager never find edits; check spelling, grammar, headlines; also ensure brand consistency, visual alignment, missed links and prospect-dev opportunities before anything ships.
Hospitality to investors — concierge-level hospitality across every touchpoint.
Project strategy — lay strategy per project: timing, what's needed, who's needed, and get it done.
Pod orchestration — spin up the right pod mix to ship a deliverable, then stand it down.
Program delivery — own delivery end-to-end
Group launches — stand up/ group invites/attendance via Zoom/Calendly; drive show-up rates.
Collateral — commission program collateral (PDFs, one-pagers, brochures, postcards) by pulling Design and Copy.
Website & landing pages — commission site edits, updates, alignment, responsive layouts; oversee completion.
Webinar coordination — plan and run webinar logistics and follow-up with manager.
Event ownership — own event purpose and messaging; hand logistics to Ops.
CRM whiz — know the CRM, check statuses, oversee a reporting dashboard.
AI champion — show leadership where AI doubled production on product, program, or process.
Everyday brand extension — own the steady stream of get-it-done brand work that keeps the principals moving.
Catch-all owner — single owner for anything thrown at the department; make sure it ships.
Campaign briefs — write the one-paragraph brief that kicks off each project.
Principal cadence — weekly check-in / meet twice weekly with direct report.
Status to principals — keep both managers informed; never let them wonder.
Lead-quality review — assess lead quality; know the story behind the top 20 leads.
Investor survey — lead the strategic investor survey; route through compliance before fielding.
Mastermind implementation — turn CEO's mastermind ideas into delivered plans.
Monday roll-up — package the validated weekly numbers for managers.
SLT report assembly — collect each area's slice on cadence so the report isn't built last-minute.
Quarterly report — assemble the quarterly marketing report for managers..
Second in command - back Head of Marketing up at key events when he can't attend.
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