PM & Compliance Manager (Marketing)

Key Responsibilities

• Own the status system and traffic flow. Own the Dailies/status tracker so every project stays visible and moving; route briefs, assets, and approvals between the EVP, the pod, and vendors; attend Manager meetings (or review the AI notes) to log tasks and commitments; set daily and weekly priorities and protect deadlines before they slip; maintain and refine the approval, routing, and publish workflows. Be the watchdog, the eagle eye, the person “in the know”.
• Be the second set of eyes — nothing ships with an error. Receive a test ofevery email and SMS end-to-end (links, tags, opt-outs, routing, real user experience); verify UTMs on every link, email, and ad against the taxonomy before launch; proof spelling, grammar, check links and documents they link to, and functionality on everything; QA every form (it submits, tags correctly, assigns territory, notifies the right rep, lets leads book); review and approve staging builds before go-live. Ask: Is this the right user experience for this audience? Is it done with excellence?
• Steward the regulatory approval chain. Ensure fund communication artifacts are reviewed by legal and the right parties are copied; monitor and flag new disclosure language; secure principal sign-offs on brand claims; enforce the initial creative gate so nothing advances without the EVP's sign-off (strict the first four months); steward each piece through the full chain — writer → principals → reviewer → board — and chase every handoff; route approved creative to SMEs, reviewer, and board, logging each approval; keep the approval record for every published asset; maintain one canonical, version-proofed source of truth so nothing ever pulls an outdated or non-compliant statement from the offering documents. You have authority to manage this system and process with whatever tools would work best, however, get input from others who have to use the system.
• Own the last mile — publish and version control. Push approved assets live in the publishing stack (Notable, Planable, HubSpot, or equivalent); enforce version control so the current version is live and older ones are archived; oversee who has access to branded assets.
• Hold the cadence and the team accountable. Keep the distributed (LatAm) marketing team accountable for hours and output–run the timesheets and process; make sure no-shows and unqualified leads actually get worked; run event pre-flight (display, QR codes/UTMs, NFC, capture forms, table materials); shadow key calls and capture action items; keep lists trimmed with Growth; assemble the weekly stats for the Monday call; reconcile the editorial and traffic calendars; identify stalls and blockers early.
• Document the standard. Write down the QA and compliance standards so quality survives turnover. Leave a legacy of leadership.
• UTM tracking. Take over the system and on the creation, tracking, and auditing of UTM parameters across all paid channels to optimize campaign performance visibility and compliance.

Requirements

• 6+ years in marketing traffic/project coordination or QA/compliance operations, ideally agency-side, with a track record of shipping error-free on deadline.
• Compliance instinct in a regulated category. You've read content against a fixed standard — SEC/securities, financial services, healthcare, pharma, legal, or similar — and you treat the approval chain as sacred, not as friction.
• Obsessive proofer and tester. You test the full chain before anything ships and you catch what others miss; the principals never find an edit.
• You have excellent English grammar and proofreading skills, and especially what is right for our client/investor..
• Owner's mindset: whatever-it-takes hours, low-ego, drives outcomes without being told.
• Real AI & systems builder: you build QA, compliance, and version-control workflows — connectors, agents, a single source of truth — that 2× throughput. Not prompt-dabbling. Actively use our AI Brain to test copy edits against our Fund operations documents for consistency and accuracy with offering documents.
• Self-sufficient operator: you know what to do, how to lead with accountability, and where to go unprompted and learn any tool cold.
• Proactive communicator who drives the daily cadence, never goes dark, and can hold a distributed team accountable. Friendly and persuasive.
• Stack fluency: a publishing/approval and traffic stack (Notable / Planable / HubSpot / Asana or equivalent) and strict UTM-taxonomy discipline.
• Near-native written English — this is a proofing role.
• Valid passport and able to travel to the US up to 4× per year for ~one week (first trip Aug 17–21).
• Reliable remote setup.

Preferred Qualifications

• Direct experience with SEC / Reg D / securities or financial-services compliance marketing — disclosure management and legal sign-off chains. (This is the expensive failure mode, so it's the most valuable line on the page.)
• Ran your own agency or led traffic/PM in a high-volume creative shop.
• Experience holding distributed/offshore teams accountable on a daily cadence.
• Hands-on with HubSpot, Planable, or Notable; comfortable specifying or building AI-assisted QA.
• Built a "single source of truth" / brand-asset governance system before.…