Marketing Transformation & Strategic Initiatives Leader

Position Overview

The Head of Marketing Transformation and Strategic Initiatives leads strategic planning and drives transformation initiatives for the Marketing organization and key stakeholders. This leadership role is responsible for accelerating the shift toward a data- and artificial intelligence–driven, performance-oriented marketing model. The position owns the transformation roadmap to build a best-in-class direct bank marketing capability, drawing inspiration from leading digital-first banks while leveraging our Financial Center footprint. It will architect a modern MarTech stack powered by AI to target the right audiences, deliver personalized offers at scale, and execute high-efficiency, closed-loop campaigns. The role oversees end-to-end funnel health by defining the Direct Bank funnel, implementing performance measurement, diagnosing leakage points, and driving corrective actions in close partnership with IT, Product, Digital, Sales Operations, and Analytics. Compensation: $174,800 - $236,500.

Key Responsibilities

• Serve as the funnel health expert by analyzing performance, identifying leakage points, and driving alignment on corrective actions with IT, Digital, Sales Operations, and other stakeholders.
• Define and lead a multi-year marketing transformation roadmap, transitioning to a performance- and outcomes-driven model with clear milestones, dependencies, and value cases.
• Deliver executive-ready communications including business cases, goal progress, KPI scorecards, risk assessments, and quarterly performance reviews.
• Manage budgets and coordinate annual and multi-year financial planning.
• Operationalize AI and machine learning use cases such as audience discovery, propensity scoring, offer optimization, channel selection, send-time optimization, creative variants, and next-best-action with robust MLOps and model governance.
• Institutionalize a test-and-learn culture through A/B, multivariate, and incrementality testing using standardized hypotheses, design, guardrails, and post-test analyses.
• Drive alignment and decision-making across the Change Management Office, Chief Information/Technology Offices, Head of Digital, Head of Deposit Products, and Compliance.

Required Qualifications

• Educational Requirement: University (Degree) Preferred
• 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, particularly with deposits as a marketing solution.
• Hands-on experience with modern Marketing technology stacks and a track record of setting up or modernizing a marketing tech environment.
• Strong strategic systems thinking combined with operational rigor—able to translate vision into executable programs with measurable outcomes.
• Experience designing marketing operating models (including RACI, funding, talent, and vendor ecosystem) to support performance marketing within a regulated environment.

Preferred Qualifications

• 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 teams.
• Strong executive communication skills with the ability to deliver crisp business cases, KPI scorecards, risk assessments, and quarterly performance reviews to senior leadership.

Benefits & Perks

• Medical, Dental, Vision & HSA/FSA
• 401(k) Savings
• Paid Holidays & Generous PTO
• Additional Wellness & Voluntary Benefits
• Tuition Reimbursement
• Commuter Benefits
• Life and Disability Insurance