Vericast-posted about 11 hours ago
$180,000 - $200,000/Yr
Full-time • Senior
Remote • San Antonio, TX
5,001-10,000 employees

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.

  • 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.
  • 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
  • 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
  • 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
  • Partner, Managing Director, Principal, or Senior Manager level experience required
  • 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.
  • 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
  • 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
  • Previous experience at Big 4 consulting firms, Tier 1 consultancies, or leading marketing agencies strongly preferred
  • Professional certifications in marketing, digital strategy, or financial services a plus
  • MBA or advanced degree in Marketing, Business, or related field (strongly preferred)
  • 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!
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