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Job Details

Investment Services Communications Project Manager/Contractor

Job Summary

  • Company: Molton Associates, Inc.
  • Location: San Francisco, CA, California (San Francisco, CA 94104)
  • Compensation: Attractive hourly rate compensation offered.

Job Description

Our client, the Wealth Management Marketing Group of a nationally recognized and respected full-service financial institution headquartered in San Francisco, CA, has a mid-to-senior level, long-term contractor position available which will support merger related, non-marketing client communications for the bank's brokerage business. Responsibilities include executing communications strategy by leading cross-functional teams on regulatory and client service commmunications efforts. You will be responsible for developing and maintaining project plans, issue logs and agendas and work with business partners, legal and compliance to define communication needs. You will also give status updates and presentations to management, collaborate with various business partners to resolve issues, assist in editing and proof reading materials and manage budgets/special projects. Qualified candidates will have demonstrated customer communications experience in financial services, specifically retail brokerage and investment management. Client statement and budget planning experience also desirable. Must be able to work well independently and be able to handle multiple projects in a fast-paced and deadline driven environment. Must have experience with PowerPoint and Excel. BA/BS degree or equivalent desired. Position is contract only (6-12 months) and based in the S. F. Financial District. For further info., contact: Shelley Molton, Molton Associates, Inc., MoltAssoc@aol.com or call 415-434-0360

Candidates interested in applying to this role should e-mail MoltAssoc@aol.com.

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