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AI Summary

The project manager will oversee the end-to-end migration of broker-dealer microsites to HubSpot, including inventory management, page builds, and quality assurance. They will coordinate with cross-functional teams, maintain project documentation, and provide regular status updates to stakeholders.

Overview

The client is migrating its broker-dealer microsites to a new HubSpot build. We need a full-time project manager to own the day-to-day execution of that migration, from inventory through QA and launch. You will work closely with the client's Marketing team and use Claude as a daily tool to move faster on documentation, content review, and QA.

 

 

Responsibilities

What you will do

  • Own the migration plan for all microsites, including the page inventory, build sequence, timelines, and status tracking

  • Create and maintain tasks, owners, and due dates in ClickUp, and flag anything at risk each week

  • Coordinate hand-offs with the HubSpot specialist, design, and compliance reviewers, and follow up so work keeps moving without chasing from our side

  • Use Claude to draft and check page copy, compare old and new pages for accuracy, and produce migration checklists and status updates

  • Support light HubSpot work: page builds from templates, content updates, link and form checks, and publishing coordination

  • Run QA on each migrated site (content accuracy, links, forms, mobile, tracking) and log issues through to resolution

  • Keep project documentation current and send a concise weekly progress report

Qualifications

What you bring

 

Required

  • Proven project management experience with multiple parallel deliverables and firm deadlines

  • Hands-on experience using Claude or similar AI assistants in daily work

  • Working knowledge of HubSpot (editing pages, modules, forms, and templates)

  • Strong written English and a sharp eye for copy errors

  • Comfort with ClickUp, Google Workspace, and Slack, or the ability to learn them quickly

Preferred

  • Website or CMS migration experience

  • Basic HTML and QA experience

  • Familiarity with regulated industries such as financial services, where compliance review steps apply

  • Experience with Notion

Working model

Full-time, reporting to the Product Marketing team. Some overlap with US Eastern working hours is required for check-ins.

What success looks like

  • All microsites are migrated, QA'd, and approved on schedule

  • The team always knows project status without having to ask

  • Issues are caught and logged before launch, not after

Required Skills

Project Management

Years of Experience Needed

2

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