Role Description
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 β 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.
Qualifications
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Bachelor's degree required; MBA or advanced degree in Marketing, Business, or related field (strongly preferred)
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Professional certifications in marketing, digital strategy, or financial services a plus
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Minimum 15+ years of experience in management consulting, marketing consulting, or agency leadership roles
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Demonstrated track record of success in financial services, with deep expertise in retail banking and/or credit union sectors
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Proven ability to consistently meet or exceed sales targets of $5M+ annually
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Experience leading complex marketing transformation engagements for financial institutions
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Track record of building and maintaining C-level client relationships
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Previous experience at Big 4 consulting firms, Tier 1 consultancies, or leading marketing agencies strongly preferred
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Partner, Managing Director, Principal, or Senior Manager level experience required
Requirements
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Deep understanding of consumer/retail banking marketing, including customer acquisition, retention, and growth strategies
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Expertise in both traditional (direct mail, branch marketing) and digital marketing channels
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Comprehensive knowledge of marketing technology (MarTech) and advertising technology (AdTech) solutions
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Proficiency in marketing analytics, campaign performance measurement, and ROI optimization
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Understanding of banking regulations and compliance requirements affecting marketing activities
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Knowledge of current trends in financial services marketing, including personalization, AI/ML applications, and omnichannel strategies
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Exceptional consultative selling skills with ability to identify client needs and craft compelling value propositions
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Outstanding executive presence and communication skills (written, verbal, and presentation)
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Proven ability to lead and inspire high-performing, cross-functional teams
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Strong project and portfolio management capabilities
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Financial acumen to manage P&L responsibilities and drive profitable growth
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Entrepreneurial mindset with ability to operate autonomously while collaborating effectively
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Strategic thinker who can translate business objectives into actionable marketing strategies
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Client-focused approach with commitment to delivering exceptional value
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Intellectual curiosity and passion for continuous learning
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Ability to thrive in a fast-paced, dynamic environment
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Strong ethical standards and professional integrity
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Cultural fit with collaborative, results-oriented team environment
Benefits
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Base Salary: $170,000-$185,000
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Position is eligible for a generous commission component; more information will be provided on the commission program for this role during the interview process
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Generous total rewards benefits package that includes medical, dental and vision coverage
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401K with company match and generous PTO allowance
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A wide variety of additional benefits like life insurance, employee assistance and pet insurance
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Smart and friendly coworkers