Senior Principal - Bank & Credit Union Marketing (Remote)

<div><strong>Job Description</strong><br/><br/>We are seeking an exceptional senior consulting professional to join our team as a<strong> Senior Principal, Bank & Credit Union Marketing</strong>. 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.<br/><br/><strong>KEY DUTIES/RESPONSIBILITIES</strong><br/><br/><strong> Business Development & Client Growth:</strong> Drive revenue growth by expanding existing banking and<br/>credit union client relationships and acquiring new "on-strategy" clients; Own and exceed annual<br/>revenue targets of $5M-$12M through consultative selling of marketing strategy and<br/>transformation services; Develop and maintain C-level relationships with CMOs, heads of retail<br/>banking, heads of lending, Chief Compliance Officers, and other senior executives at target<br/>financial institutions; Lead and mentor multi-disciplinary teams of Account Executives, strategists,<br/>creatives, and data analysts to drive successful opportunity pursuit; Lead proposal development,<br/>pitch presentations, and contract negotiations for complex, multi-million dollar marketing<br/>engagements; Identify cross-sell and upsell opportunities within existing accounts to maximize<br/>client lifetime value; Position the firm as the premier marketing strategy partner for mid-market<br/>banks and credit unions. <strong>(75%)</strong><br/><br/><strong> Engagement Delivery & Leadership:</strong> Serve as the expert lead on campaign strategy, including<br/>audience selection, omni-channel execution, and marketing analytics; Ensure successful<br/>implementation of marketing technology solutions and data-driven marketing capabilities;<br/>Continuously monitor marketing performance and client satisfaction to ensure business outcomes<br/>and long-term value realization; Drive innovation in service offerings, methodologies, and delivery<br/>approaches; Act as trusted advisor to client executives on marketing transformation and customer<br/>growth strategies <strong>(25%)</strong><br/><br/><strong>Qualifications</strong><br/><br/><strong>EDUCATION</strong><br/><strong> Bachelor's degree required; MBA or advanced degree in Marketing, Business, or related field<br/>(strongly preferred)<br/> Professional certifications in marketing, digital strategy, or financial services a plus</strong><br/><br/><strong>EXPERIENCE</strong><br/><strong> Minimum 15+ years of experience in management consulting, marketing consulting, or agency<br/>leadership roles</strong><br/> Demonstrated track record of success in financial services, with deep expertise in retail banking<br/>and/or credit union sectors<br/> Proven ability to consistently meet or exceed sales targets of $5M+ annually<br/> Experience leading complex marketing transformation engagements for financial institutions<br/> Track record of building and maintaining C-level client relationships<br/> Previous experience at Big 4 consulting firms, Tier 1 consultancies, or leading marketing agencies<br/>strongly preferred<br/><strong> Partner, Managing Director, Principal, or Senior Manager level experience required</strong><br/><br/><strong>KNOWLEDGE/SKILLS/ABILITIES</strong><br/><strong> Technical & Domain Expertise:</strong> Deep understanding of consumer/retail banking marketing,<br/>including customer acquisition, retention, and growth strategies; Expertise in both traditional<br/>(direct mail, branch marketing) and digital marketing channels; Comprehensive knowledge of<br/>marketing technology (MarTech) and advertising technology (AdTech) solutions; Proficiency in<br/>marketing analytics, campaign performance measurement, and ROI optimization; Understanding<br/>of banking regulations and compliance requirements affecting marketing activities; Knowledge of<br/>current trends in financial services marketing, including personalization, AI/ML applications, and<br/>omnichannel strategies.<br/><strong> Leadership & Business Skills: </strong>Exceptional consultative selling skills with ability to identify client<br/>needs and craft compelling value propositions; Outstanding executive presence and<br/>communication skills (written, verbal, and presentation); Proven ability to lead and inspire high-<br/>performing, cross-functional teams; Strong project and portfolio management capabilities;<br/>Financial acumen to manage P&L responsibilities and drive profitable growth; Entrepreneurial<br/>mindset with ability to operate autonomously while collaborating effectively.<br/><strong> Personal Attributes:</strong> Strategic thinker who can translate business objectives into actionable<br/>marketing strategies; Client-focused approach with commitment to delivering exceptional value;<br/>Intellectual curiosity and passion for continuous learning; Ability to thrive in a fast-paced, dynamic<br/>environment; Strong ethical standards and professional integrity; Cultural fit with collaborative,<br/>results-oriented team environment.<br/><br/><strong>Additional Information</strong><br/><br/><strong>Base Salary: $170,000-$185,000</strong><br/><br/><strong>Position is eligible for a generous commission component; more information will be provided on the commission program for this role during the interview process.</strong><br/><br/><strong>*Applications will be accepted through August 30, 2026, after which the posting will be closed and no longer available for submissions.*</strong><br/><br/><strong>The ultimate compensation offered for the position will depend upon several factors such as skill level, cost of living, experience, and responsibilities.</strong><br/><br/><strong>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, not to mention smart and friendly coworkers!</strong><br/><br/>#LI-KK1 #LI-REMOTE<br/><br/><strong>Videos To Watch</strong><br/>