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. (75%)

 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 (25%)

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
 Proven ability to consistently meet or exceed 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.