Integrated Marketing, Operations Specialist

About the Role

We are seeking a highly organized and proactive Marketing Operations Specialist to serve as the operational engine behind our Global Banking & Markets FICC & Equities marketing team. This individual will work across a variety of projects and gain experience in cross-functional stakeholder management, budget tracking, event logistics, and workflow standardization.

Key Responsibilities

• Track project timelines, status, and deliverable calendars across concurrent programs, proactively flagging risks, dependencies, and approval bottlenecks to keep work on schedule.
• Track marketing budgets in collaboration with business marketers, monitoring committed, actual, and forecast spend across email, events, and sales collateral programs.
• Project manage scoping and contracting in partnership with business marketers, Sourcing, and Legal, shepherding Schedule of Works (SOWs), renewals, and amendments through to execution.
• Own procurement and payment administration end to end, including sourcing requests, purchase orders, invoices, and supporting paperwork, chasing outstanding payments and maintaining accurate tracking.
• Coordinate event operations and logistics, including shipping, swag, storage and inventory, registration, and on-site materials for in-person and virtual events.
• Streamline and optimize processes and workflows, documenting them as Standard Operating Procedures (SOPs) and templates and training the team on their use.

Requirements & Tech Stack

• Proficiency with work management and tracking tools such as Monday.com, Smartsheet or equivalents, and Excel.
• Experience scoping work with internal stakeholders and shepherding contracts through Sourcing and Legal, including SOWs, renewals, and amendments.
• Working knowledge of corporate procurement and accounts payable processes, including purchase orders, invoicing, vendor onboarding, and contract paperwork.
• Experience coordinating event logistics, including shipping, inventory and storage, registration platforms, and on-site materials for in-person and virtual events.
• Track record of identifying process inefficiencies and implementing practical improvements, including writing SOPs, templates, and process documentation.
• Strong written and verbal communication skills, with the ability to deliver clear status updates and escalate risks with context and recommended options.
• Experience partnering effectively with Finance, business line marketers and other cross-functional stakeholders.

Qualifications

• 2–4 years of experience in marketing operations or project management, ideally supporting multiple business lines in a matrixed environment.
• Proven ability to manage multiple concurrent workstreams against competing deadlines, with exceptional organization, attention to detail, and follow-through.