[Remote] Senior Principal - Bank & Credit Union Marketing (Remote)
Note: The job is a remote job and is open to candidates in USA. Vericast is a financial institution performance partner that helps banks and credit unions drive growth through data and technology. They are seeking a Senior Principal for Bank & Credit Union Marketing to develop new business opportunities and lead marketing transformation initiatives within the sector.
Responsibilities
- 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
- 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
Skills
- Bachelor's degree required
- 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
- MBA or advanced degree in Marketing, Business, or related field (strongly preferred)
- Professional certifications in marketing, digital strategy, or financial services a plus
- Previous experience at Big 4 consulting firms, Tier 1 consultancies, or leading marketing agencies strongly preferred
Benefits
- Position is eligible for a generous commission component; more information will be provided on the commission program for this role during the interview process.
- 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
Company Overview