Vice President, Lifecycle Marketing Strategy
About The Position
The Vice President, Lifecycle Marketing Strategy, Commercial & Investment Banking, will lead the development and execution of lifecycle marketing strategies to strengthen client relationships and accelerate growth across Commercial Banking’s middle market clients. Reporting to the Executive Director responsible for Growth Marketing, this role will establish a scalable, data-driven approach to engagement, retention, relationship deepening, and product adoption throughout the client lifecycle. The role identifies opportunities to increase engagement, deposit growth, cross-sell penetration, and adoption of banking, payments, and advisory solutions. It calls for a strategic B2B marketer who combines analytical rigor, customer-centric thinking, and cross-functional leadership to build programs that deepen client relationships and create long-term value for clients and the firm. The position defines lifecycle journeys and key client moments, builds early-life engagement and relationship-deepening programs, and evaluates capabilities, technologies, and operating models that support client growth. It uses client, behavioral, and business data to personalize engagement, establish outcome-linked KPIs, report performance, and provide strategic recommendations to senior leaders. The Vice President partners with Product Marketing, Analytics, Sales Enablement, and Commercial Banking stakeholders, leads test-and-learn optimization, and is accountable for establishing and meeting reach goals for the C&SI content curation engine.
Requirements
- Bachelor’s degree in Marketing, Business, Communications, Analytics, or a related field.
- Significant experience developing and executing lifecycle, CRM, customer engagement, retention, or relationship marketing strategies in a B2B environment.
- Demonstrated expertise designing customer journeys that drive engagement, product adoption, retention, and revenue growth.
- Strong understanding of B2B lifecycle marketing principles, including activation, engagement, cross-sell, and relationship deepening.
- Experience using customer data, segmentation, analytics, and behavioral insights to develop targeted marketing strategies.
- Proven ability to translate business objectives into measurable lifecycle marketing programs and outcomes.
- Experience working with marketing automation, CRM, and customer journey orchestration platforms.
- Strong analytical and problem-solving skills, including the ability to derive actionable insights from complex data sets.
- Demonstrated success partnering across Product Marketing, Segment Marketing, Analytics, Sales, and stakeholder organizations.
- Ability to influence senior leaders and drive alignment across a complex, matrixed organization.
- Excellent written, verbal, and executive presentation skills.
- Strong project leadership and organizational skills, with the ability to manage multiple priorities and stakeholders simultaneously.
Responsibilities
- Define lifecycle journeys and key client moments that influence engagement, product utilization, and relationship expansion.
- Build early-life engagement programs that accelerate client activation and increase awareness of relevant solutions, capabilities, and thought leadership.
- Develop deepening programs that connect clients with banking, payments, liquidity, credit, and advisory solutions based on demonstrated needs and behaviors.
- Identify and evaluate lifecycle marketing capabilities, technologies, and operating models that strengthen Commercial Banking’s client growth strategy.
- Leverage client, behavioral, and business data to identify opportunities for personalized engagement and next-best-action strategies.
- Establish KPI frameworks connecting marketing engagement to client outcomes, including retention, deposits, product adoption, and revenue growth.
- Deliver performance reporting, client insights, and strategic recommendations to senior Marketing and Commercial Banking leadership.
- Partner with Product Marketing, Analytics, Sales Enablement, and Commercial Banking stakeholders to design integrated client journeys that deliver meaningful experiences and measurable business outcomes.
- Lead test-and-learn initiatives to optimize client experiences, engagement strategies, and business results.
- Establish and meet reach goals for the C&SI content curation engine, ensuring clients receive and engage with firm-wide content.
Benefits
- Competitive total rewards package, including a base salary determined by role, experience, skill set, and location.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
