Marketing Transformation & Strategic Initiatives Leader

EverBank • Jacksonville, FL

15h • Onsite

About The Position

The Head of Marketing Transformation and Strategic Initiatives is a leadership role responsible for strategic planning and driving transformation initiatives within the Marketing organization and for key stakeholders. This position aims to accelerate the shift towards a data- and AI-driven, performance-oriented marketing model. The leader will own the transformation roadmap to build a best-in-class direct bank marketing capability, drawing inspiration from leading digital-first banks and leveraging the company's Financial Center footprint. The role involves architecting a modern MarTech stack powered by AI for audience targeting, personalized offers at scale, and high-efficiency, closed-loop campaigns. The Head of Marketing Transformation will oversee end-to-end funnel health, including defining the Direct Bank funnel, implementing performance measurement, diagnosing leakage points, and driving corrective actions in partnership with IT, Product, Digital, Sales Operations, and Analytics. This role combines strategic vision, operational rigor, and hands-on leadership to deliver measurable growth across acquisition, cross-sell, and retention.

Requirements

• 8+ years in marketing leadership roles spanning digital marketing, growth/performance marketing, or marketing operations.
• Experience in the financial services industry specifically leading or supporting marketing for a direct digital bank.
• Tenured experience leading large-scale marketing transformation or strategic initiatives in financial services leading deposits as a marketing solution.
• Hands-on experience working with modern Marketing technology stacks with a track record for standing up or modernizing a marketing technology stack.
• Strategic systems thinker with operational rigor—able to translate vision into executable programs with measurable value.
• Experience designing marketing operating models (RACI, funding, talent, vendor ecosystem) to support performance marketing within a regulated environment.

Nice To Haves

• 10+ years in marketing leadership roles spanning digital marketing, growth/performance marketing, or marketing operations.
• Experience with deposit products and deposit marketing.
• Proven success building cross-functional alignment and decision-making with IT/CTO, Digital, Product, Sales Ops, Compliance, and Change Management Offices.
• Strong executive communication skills—able to deliver crisp business cases, KPI scorecards, risk assessments, and quarterly performance reviews to senior leadership.

Responsibilities

• Serves as the funnel health expert, analyzing performance, identifying leakage points, and driving alignment on corrective actions with IT, Digital, Sales Operations, and other stakeholders.
• Defines and leads a multi-year marketing transformation roadmap, transitioning to performance and outcomes (growth, customer acquisition cost, customer lifetime value, conversion) with clear milestones, dependencies, and value cases.
• Delivers executive-ready communications, including business cases, goal progress, key performance indicators (KPI) scorecards, risk assessments, and quarterly performance reviews.
• Manages budgets and coordinates annual and multi-year financial planning.
• Operationalizes AI and machine learning (ML) use cases (audience discovery, propensity scoring, offer optimization, channel selection, send-time optimization, creative variants, next-best-action) with robust MLOps and model governance.
• Institutionalizes a test-and-learn culture, including A/B, multivariate, and incrementality testing, with standardized hypotheses, design, guardrails, and post-test readouts.
• Drives alignment and decision-making across Change Management Office, Chief Information Office/Chief Technology Office, Head of Digital, Head of Deposit Products, and Compliance.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 1-10 employees