Senior Principal - Bank & Credit Union Marketing (Remote)

Vericast

$170K — $185K *
US-AnywhereRemote in San Antonio, TX
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree required, MBA or advanced degree preferred
  • Minimum 15+ years of experience in management consulting or marketing consulting
  • Track record of meeting sales targets of $5M+ annually
  • Expertise in retail banking and/or credit union sectors
  • Experience leading complex marketing transformation projects
  • C-level client relationship building and maintenance
  • Partner or managing director level experience preferred

Responsibilities

  • Drive revenue growth through expanding client relationships and acquiring new clients
  • Exceed annual revenue targets of $5M-$12M via consultative selling
  • Develop and maintain relationships with senior executives in financial institutions
  • Lead multi-disciplinary teams in pursuing marketing opportunities
  • Oversee proposal development and contract negotiations for large engagements
  • Identify upselling opportunities within existing accounts
  • Act as a trusted advisor on marketing transformation strategies

Benefits

  • Medical, dental and vision coverage
  • 401K with company match
  • Generous PTO allowance
  • Life insurance and employee assistance programs
  • Pet insurance and additional perks
  • Supportive work environment with collaborative colleagues
Full 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. Additional Information Base Salary: $170,000-$185,000 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! #LI-KK1 #LI-REMOTE Videos To Watch https://www.youtube.com/watch?v=X0k5h76iniQ

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