Principal Engagement Manager
About The Position
In this hybrid role based at our Chicago Headquarters, you will own and elevate end-to-end member engagement across the consumer product portfolio, including deposits such as checking, savings, CDs/money market, credit cards (aligned under deposits lifecycle strategy), and Consumer Lending such as personal, auto, mortgage/HELOC. Set the engagement vision and multi-quarter roadmap, identify and size opportunities through data and member insights, and drive cross-functional execution across product, marketing/CRM, digital, analytics, operations, and risk/compliance. Accountable for measurable improvements in conversion and activation (e.g., account opening/origination completion, funding, card activation), usage and servicing adoption, retention/renewal, and cross-sell, ensure controls and performance. This is an ideal opportunity for a hands-on product leader who enjoys influencing teams to turn vision into impact.
Requirements
- Minimum - 4 Year Bachelors Degree in Business, Marketing, Analytics, Finance or related
- Minimum - 8 Years of Product engagement/growth, lifecycle marketing, digital product, CRM, or customer/member or related
- 12 Years of Product engagement/growth, lifecycle marketing, digital product, CRM, or customer/member or related (In Lieu of Education)
Responsibilities
- Set engagement strategy and multi-quarter roadmap for consumer products such as deposits, cards, and lending, translate portfolio goals and member needs into prioritized initiatives with clear hypotheses and expected value
- Architect lifecycle journeys across acquisition, account opening, origination, onboarding, activation (funding, direct deposit, card set-up/activation), servicing adoption, retention, renewal, and win-back across digital and assisted channels
- Lead segmentation, targeting, and offer/content strategy with marketing and CRM (email, push, SMS, in-app), ensure messaging is consistent, compliant, and optimized for conversion and engagement
- Partner with digital, engineering and UX to reduce friction and improve in-product guidance across product experiences (e.g., funding, bill pay, card activation, application status, payments, self-service options)
- Identify and prioritize growth opportunities using funnel and cohort analysis, behavioral segmentation, and member insights (qual + quant) with clear impact sizing and trade-offs across the portfolio
- Define and govern KPI frameworks and performance narratives for key outcomes (e.g., application/account opening completion, approval-to-funding, direct deposit adoption, card activation/spend, digital servicing usage, retention/renewal) and deliver executive-ready readouts
- Own test-and-learn, design experiments, partner on measurement approach, document learnings, and scale proven tactics across products and channels
- Drive complex cross-functional delivery such as requirements, dependencies, timelines, launch readiness, influencing priorities without direct authority
- Partner with risk, compliance and legal to ensure controls, disclosures, and approvals are in place. Identify and mitigate engagement and offer risks
- Partner with servicing, operations and complaints teams to close experience gaps by using root-cause insights to reduce avoidable contacts and improve member outcomes
Benefits
- health care
- vision
- dental
- 401k with employer match
- Annual performance bonus
- Work from home up to 3 days a week
- Paid parental leave
- Employee discount programs
- Time off including paid personal and sick days
- 11 paid holidays
- Education reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Principal
