Set and maintain a strategic vision and roadmap for Retail Client Marketing at TD Ameritrade, based on client needs & insights, current and potential enterprise capabilities, business strategy & brand purpose, and industry trends
Translate strategy into client-centric marketing activities within the CRM team, identifying impacts and dependencies for other Marketing functions & activities; includes application to existing activities as well as introduction of new activities
Lead Segment & Lifecycle Marketing, Sales Enablement, and Client Channel Management teams to deliver positive client and business outcomes
Partner with other Marketing functions and non-Marketing stakeholders to achieve shared outcomes, negotiate prioritization, align channel strategies, and drive the implementation of best practices
Maintain an analytically-driven continuous-improvement process including test-and-learn optimization
Provide guidance, coaching and development opportunities appropriate to each direct report’s individual needs. Perform all necessary management functions.
Communicate the Retail Client Relationship Marketing vision and roadmap to stakeholders within Marketing, Product, Sales, Service, and Technology
Infuse the organization with a Customer Relationship Management mindset that extends beyond Marketing or Technology solutions, creating advocates for more client-centric strategy development, processes, and capabilities across the enterprise
Identify business and technology projects that can benefit from a CRM approach, or can accelerate the CRM roadmap, and engage them in achieving the broader vision
Assist in leading the orchestration and governance of content development & distribution, to maximize client value and business return
Assist in leading the orchestration and governance of client experience activities across channels, to improve alignment, foster consistency, and apply best practices
Translate CRM Roadmap into business capabilities and technology requirements
Partner closely with Marketing Technology Office to scope, sequence, and prioritize technology needs relative to the CRM Roadmap and other competing Marketing priorities Develop and pitch business cases to fund technology roadmap
Maintain oversight of sponsored technology projects to ensure strategic alignment, prioritization, and functional delivery against requirements
Stay informed of adjacent & interdependent technology projects to help drive synergies, efficiencies, and alignment
Operate within an Agile product development framework to maximize speed-to-market of value delivery
In-flight projects include: Householding, Master Data Management, Offer Management System, Client Preference Center, Campaign Optimization, Sales Enablement Tools, Content Management System, and Salesforce.com upgrade
4 Year college degreerequired in a related field
8-10 total related experience
5+ years management experience
Ability to travel 25%
Strong expertise in Client Relationship Marketing strategies, techniques, and best practices
Experience working in financial services or other account-based industries preferred
Proven experience driving successful change management in large organizations
Understanding of the Brokerage industry and products preferred
Familiarity with new marketing strategies and technologies
Innovative with the ability to strategize and implement new ideas
Familiarity with CRM tools such as SalesForce, Adobe, or other related technology products
Proven ability to operate successfully in large organizations
Strong understanding of analytic-driven marketing decision making and basic test-design approaches
Excellent interpersonal skills, including the ability to work across the organization and interact/influence/negotiate effectively at all levels of management and peers.
Ability to think critically, solve problems, make decisions and build trust across the organization.
Ability to effectively envision, develop, and implement new strategies to address competitive, complex business issues.
Ability to lead multiple high-performing teams; successfully lead initiatives, projects and activities that support departmental and organizational goals
Expert in general management knowledge and skills such as departmental goal setting, planning, budgeting and personnel administration
Military education or experience may be considered in lieu of civilian requirements listed.