Responsibilities

• Own the long-term strategy, planning framework, and integrated roadmap for Marketing Technology capabilities, ensuring investments are tied to clear business outcomes, marketer needs, enterprise priorities, and measurable value.
• Aggregates and synthesizes proposed investment opportunities across Marketing, reporting and communicating with leadership, and facilitating prioritization and investment decisions.
• Lead cross-functional discovery, intake, prioritization, and roadmap planning across Retail, Advisor Services, Workplace, Technology, Data, Operations, and other key partner groups to align demand, capacity, sequencing, and delivery expectations.
• Act as point person and strategic contributor for Marketing in the cross-enterprise planning process.
• Partner closely with Technology to understand, rationalize, and optimize the marketing technology ecosystem, improving performance, user experience, and speed to market.
• Translate complex business needs, risk considerations, and stakeholder feedback into clear decisions, trade-offs, business cases, and execution plans that leaders can understand and act on.
• Establish and mature governance routines that create transparency, align stakeholders on priorities & risks, manage dependencies and improve decision-making.
• Use data, reporting, adoption insights, stakeholder feedback, and operational metrics to evaluate capability performance, identify friction points, manage risk, and continuously improve the marketer experience.
• Lead, coach, and develop a high-performing team that can influence across a matrixed environment, operate with accountability, build trusted partnerships, and deliver meaningful outcomes at enterprise scale.

Requirements

• 15+ years of experience in marketing technology, strategic planning, consulting, or related roles with a track record of delivering clear, integrated plans within complex environments.
• Demonstrated experience developing capability strategies, multiyear roadmaps, business cases, and investment priorities anchored off business needs and measurable value.
• Prior direct people leadership experience, including hiring, coaching, performance management, talent development, capacity planning, prioritization, and creating team clarity through periods of change.
• Strong business acumen and ability to understand marketer needs, client experience goals, operational pain points, and technology constraints, then translate them into clear requirements, priorities, and stakeholder-aligned recommendations.
• Experience leading cross-functional initiatives and influencing senior stakeholders across business, technology, data, operations, legal, risk, finance, procurement, and vendor partner teams.
• Ability to evaluate emerging capabilities and determine practical use cases.
• Experience overseeing a marketing technology portfolio end to end, including evaluation of new ideas and emerging solutions, project readiness & sequencing, management of budget, spend, and forecasting against expected value.
• Strong executive communication skills, including the ability to prepare and deliver clear presentations, tell a compelling story with data, frame trade-offs, and drive decisions with confidence and credibility.
• Challenger mindset and continuous-improvement orientation, with a passion for simplifying work, improving scale and efficiency, enhancing marketer experience, and enabling modern, high-impact marketing capabilities.
• Bachelor’s degree or equivalent work experience required; advanced degree, relevant certifications, or experience in financial services, regulated industries, or enterprise-scale marketing environments preferred.