Senior Principal - Bank & Credit Union Marketing (Remote)

Job Description

We are seeking an exceptional senior consulting professional to join our team as a Senior Principal, Bank & Credit Union Marketing. This is a unique opportunity for a partner or managing director-caliber individual to build and lead a thriving marketing consulting practice focused exclusively on the banking and credit union sector. In this role, you will serve as both a rainmaker and a delivery leader – developing new business opportunities while ensuring exceptional client outcomes. You'll work with regional and community banks and credit unions (assets ~$5B-$50B) to transform their marketing capabilities, drive customer acquisition, and accelerate growth through innovative, data-driven marketing strategies. This is an ideal position for an entrepreneurial leader who thrives in a "player-coach" environment, combining strategic advisory expertise with hands-on leadership of high-impact marketing transformation initiatives. You'll have the autonomy to build your book of business while shaping the future of how financial institutions engage with their customers.

KEY DUTIES/RESPONSIBILITIES

• Business Development & Client Growth: Drive revenue growth by expanding existing banking and credit union client relationships and acquiring new "on-strategy" clients; Own and exceed annual revenue targets of $5M-$12M through consultative selling of marketing strategy and transformation services; Develop and maintain C-level relationships with CMOs, heads of retail banking, heads of lending, Chief Compliance Officers, and other senior executives at target financial institutions; Lead and mentor multi-disciplinary teams of Account Executives, strategists, creatives, and data analysts to drive successful opportunity pursuit; Lead proposal development, pitch presentations, and contract negotiations for complex, multi-million dollar marketing engagements; Identify cross-sell and upsell opportunities within existing accounts to maximize client lifetime value; Position the firm as the premier marketing strategy partner for mid-market banks and credit unions.
• Engagement Delivery & Leadership: Serve as the expert lead on campaign strategy, including audience selection, omni-channel execution, and marketing analytics; Ensure successful implementation of marketing technology solutions and data-driven marketing capabilities; Continuously monitor marketing performance and client satisfaction to ensure business outcomes and long-term value realization; Drive innovation in service offerings, methodologies, and delivery approaches; Act as trusted advisor to client executives on marketing transformation and customer growth strategies.

Qualifications

• EDUCATION: Bachelor's degree required; MBA or advanced degree in Marketing, Business, or related field (strongly preferred)
• Professional certifications in marketing, digital strategy, or financial services a plus
• EXPERIENCE: Minimum 15+ years of experience in management consulting, marketing consulting, or agency leadership roles
• Demonstrated track record of success in financial services, with deep expertise in retail banking and/or credit union sectors
• Prioritizing and meeting or exceeding sales targets of $5M+ annually
• Experience leading complex marketing transformation engagements for financial institutions
• Track record of building and maintaining C-level client relationships
• Previous experience at Big 4 consulting firms, Tier 1 consultancies, or leading marketing agencies strongly preferred
• Partner, Managing Director, Principal, or Senior Manager level experience required

Knowledge/Skills/Abilities

• Technical & Domain Expertise: Deep understanding of consumer/retail banking marketing, including customer acquisition, retention, and growth strategies; Expertise in both traditional (direct mail, branch marketing) and digital marketing channels; Comprehensive knowledge of marketing technology (MarTech) and advertising technology (AdTech) solutions; Proficiency in marketing analytics, campaign performance measurement, and ROI optimization; Understanding of banking regulations and compliance requirements affecting marketing activities; Knowledge of current trends in financial services marketing, including personalization, AI/ML applications, and omnichannel strategies.
• Leadership & Business Skills: Exceptional consultative selling skills with ability to identify client needs and craft compelling value propositions; Outstanding executive presence and communication skills (written, verbal, and presentation); Proven ability to lead and inspire high-performing, cross-functional teams; Strong project and portfolio management capabilities; Financial acumen to manage P&L responsibilities and drive profitable growth; Entrepreneurial mindset with ability to operate autonomously while collaborating effectively.
• Personal Attributes: Strategic thinker who can translate business objectives into actionable marketing strategies; Client-focused approach with commitment to delivering exceptional value; Intellectual curiosity and passion for continuous learning; Ability to thrive in a fast-paced, dynamic environment; Strong ethical standards and professional integrity; Cultural fit with collaborative, results-oriented team environment.

Additional Information

• Base Salary: $180,000-$200,000
• The position is eligible for a generous commission component; more information will be provided on the commission program for this role during the interview process.
• Applications will be accepted through January 18, 2025, after which the posting will be closed and no longer available for submissions.
• The ultimate compensation offered for the position will depend upon several factors such as skill level, cost of living, experience, and responsibilities.
• Vericast offers a generous total rewards benefits package that includes medical, dental and vision coverage, 401K with company match and generous PTO allowance. A wide variety of additional benefits like life insurance, employee assistance and pet insurance are also available, not to mention smart and friendly coworkers!