Senior lead marketing consultant

Wells Fargo•Charlotte, NC

2d•$139,000 - $260,000•Hybrid

About The Position

About this role: Wells Fargo is seeking a Senior Lead Marketing Strategy Consultant within the Growth Marketing team to lead customer onboarding communications for new checking accounts. You will own the early tenure onboarding journey, designing multi‑channel programs that accelerate activation (funding, debit, direct deposit, mobile banking, alerts, paperless) and set the foundation for primacy and retention. You’ll leverage CRM platforms, build data‑driven experiments, and ensure compliance across all channels Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Architect the end‑to‑end onboarding journey across email/SMS/push/in‑app/branch, aligning service communications with marketing to drive funding and early usage Develop segmentation and event‑based triggers, implementing personalization at scale Build a test‑and‑learn roadmap to improve activation velocity and reduce early closures; socialize results and scale winning experiments Partner cross‑functionally (Product, Analytics/MarSci, Finance, Servicing, Tech/MarTech) to ensure operational readiness Define KPI dashboards (funding rate, time‑to‑first‑deposit, debit activation, mobile login, alerts/paperless adoption, early closure) and report performance weekly Act as a customer advocate, simplifying copy and instructions at key moments to reduce friction and confusion in early tenure Serve as a thought leader, bringing in market best practices from banks/fintechs to evolve our onboarding playbook

Requirements

7+ years of Marketing, Digital Marketing, Digital Platforms (i.e. Mobile or Social Media) experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

Previous experience developing and executing lifecycle/CRM marketing within financial services; ownership of onboarding/activation programs
Strong experimentation skill set and analytics fluency; experience partnering with data science on attribution and reporting
Demonstrated success leading cross‑functional work in regulated environments
Excellent communication and stakeholder management skills to influence and align cross-functional teams
Ability to think strategically and execute tactically in a fast-paced, results-driven environment
Familiarity with marketing technology platforms, CRM systems, and compliance considerations for incentive programs
Ability to travel up to 10% of the time

Responsibilities

Architect the end‑to‑end onboarding journey across email/SMS/push/in‑app/branch, aligning service communications with marketing to drive funding and early usage
Develop segmentation and event‑based triggers, implementing personalization at scale
Build a test‑and‑learn roadmap to improve activation velocity and reduce early closures; socialize results and scale winning experiments
Partner cross‑functionally (Product, Analytics/MarSci, Finance, Servicing, Tech/MarTech) to ensure operational readiness
Define KPI dashboards (funding rate, time‑to‑first‑deposit, debit activation, mobile login, alerts/paperless adoption, early closure) and report performance weekly
Act as a customer advocate, simplifying copy and instructions at key moments to reduce friction and confusion in early tenure
Serve as a thought leader, bringing in market best practices from banks/fintechs to evolve our onboarding playbook