Senior Principal - Bank & Credit Union Marketing (Remote)

Company Description

Vericast is the financial institution (FI) performance partner. We help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. Our advanced analytics, data-driven insights and integrated solution set enable better execution with agility, precision and scale. That’s why thousands of financial institutions look to Vericast and our 150 years of financial services expertise to help them achieve more. For more information, visit http://www.vericast.com or follow Vericast on LinkedIn.

Job 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 – 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%)

Qualifications

EDUCATION
 Bachelor's degree required; MBA or advanced degree in Marketing, Business, or related field
(strongly preferred)
 Professional certifications in marketing, digital strategy, or financial services a plus

EXPERIENCE
 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
 Previous experience at Big 4 consulting firms, Tier 1 consultancies, or leading marketing agencies
strongly preferred
 Partner, Managing Director, Principal, or Senior Manager level experience required

KNOWLEDGE/SKILLS/ABILITIES
 Technical & Domain Expertise: Deep understanding of consumer/retail banking marketing,
including customer acquisition, retention, and growth strategies; Expertise in both trad