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.KEY DUTIES/RESPONSIBILITIES
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. (75%)
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 (25%)
