Heather Funderburk
Marketing Project Manager at Equitable | Expertise in Campaign Execution, Workflow Optimization & Vendor Partnerships
- Role
- Project Manager at Equitable
- Location
- Mount Holly, NC, US
- LinkedIn followers
- 500 followers
About Heather Funderburk
Strategic and detail-driven Project Manager at Equitable, specializing in…
Experience
Project Manager
May 2023 — Present
Key Responsibilities & Achievements: • Lead strategic marketing and engagement projects across lines of business including Wealth Management, Financial Education, and Small Business segments. • Manage cross-functional workflows with internal teams (Brand, Compliance, Digital, Editorial) and third-party agencies (creative, content strategy). • Execute campaign deliverables such as white papers, infographics, video assets, seminar guides, and advisor-facing materials. • Oversee compliance processes (AdTrax/CIROS) and document control (Edox, SharePoint), ensuring timely submissions and approvals. • Build and maintain project trackers, campaign matrices, timelines, and content calendars to drive transparency and alignment. • Coach new employees on tools and process flows, including Workfront and project intake best practices. • Contribute to internal creative resource planning and support brand governance across enterprise campaigns (e.g, “Peak 35™”, “Women’s Financial Education”, “Let’s Plan How”). • Partner on performance tracking, status reporting, and operational improvements
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