Head of Marketing - Strategy & Operations

Position Overview

The is a critical leadership role responsible for driving Strategy & Operations for the overall operational efficiency of the FPRS & CSWM Marketing organization. This role serves as a senior strategic advisor and operational partner to the Head of Marketing (FPRS & CSWM) and as a trusted advisor to senior marketing leadership—acting as a primary interface to executive stakeholders and ensuring that strategy is translated into clear priorities, disciplined execution, and measurable outcomes.

The role owns the end-to-end marketing operating model, including process design, performance management, planning, and budget oversight. A core expectation of this position is to influence decision-making through executive-level communication—synthesizing complex strategies, operational realities, and performance insights into concise, action-oriented narratives for QBRs, leadership meetings, steering committees, and ad hoc executive forums.

Success in this role requires a strong marketing foundation, exceptional business judgment, comfort operating at the executive level, and the ability to seamlessly move between strategic leadership and hands-on execution.

Key Responsibilities

• Own and evolve the marketing operating model, ensuring scalable, repeatable execution across teams, channels, and initiatives
• Design and continuously improve enterprise-grade processes, workflows, and governance models that drive efficiency, clarity, and accountability
• Act as a central integrator across Marketing, Sales, Product, Finance, Technology, and Compliance, partnering with senior leaders to drive alignment, resolve trade-offs, and deliver against shared priorities
• Proactively identify risks, resourcing constraints, and execution challenges; provide executive-level options, implications, and recommendations to enable timely decisions
• Establish and maintain consistent operating rhythms, planning cadences, and decision-making forums across the marketing organization

• Develop dashboards and reporting that provide leadership with reliable, actionable insights
• Translate performance data into clear, concise executive narratives, including implications, risks, and recommended actions
• Lead the development and facilitation of Quarterly Business Reviews (QBRs), owning storyline, structure, and final executive-facing deliverables for senior leadership audiences
• Prepare presentations, readouts, and written materials for executive and senior leadership meetings, proactively framing decisions, trade-offs, and recommended actions
• Serve as an extension of the Head of Marketing, managing priority intake, decision and issue escalation, and follow-through across leaders to ensure commitments turn into action

• Serve as the primary liaison for firm/agency alignment, partnering with field leaders to translate requests into clear workstreams and advising the Head of Marketing on what to prioritize and execute

• Serve as a strategic thought partner to senior marketing leadership, helping shape priorities, messaging, and decision framing
• Own leadership operating rhythm for the Head of Marketing (staff meetings, 1:1s, exec forums), including agenda-setting, pre-reads, decision capture, and follow-ups
• Enable effective communication across senior stakeholders by synthesizing inputs, clarifying decisions, and aligning execution
• Drive strategic prioritization for the organization (annual priorities, OKRs, and cross-functional commitments), ensuring alignment to business outcomes and capacity

• Lead the annual and multi-year marketing planning and budgeting process, in close partnership with Finance
• Develop business cases, investment proposals, and ROI narratives to support strategic initiatives
• Track and manage marketing spend, capacity, and headcount against approved plans
• Ensure disciplined execution while enabling flexibility to respond to evolving business priorities

Qualifications & Experience

• 10+ years of experience in marketing operations, marketing strategy, business operations, or related roles
• Strong marketing background required, including understanding of campaign execution, channels, performance measurement, and go-to-market dynamics
• Proven experience partnering with and influencing executive and senior management stakeholders (VP/SVP and equivalent), with demonstrated ability to drive decisions and outcomes
• Experience operating as an executive advisor/strategic operations partner to a senior leader in a complex, matrixed organization
• Demonstrated success leading complex, cross-functional initiatives without direct authority
• Deep experience with marketing technology pl