Responsibilities

• Own the lending & mortgage marketing strategies and value propositions for ultra high net worth global clients and prospects, defining a differentiated story that positions lending & mortgage as core to the Private Bank relationship.
• Partner closely with global mortgage and lending product leadership and marketing leadership to cater our story to a variety of client types and personas. Create content programs, websites, and other marketing deliverables to ensure commercial success.
• Lead the creation and execution of strategic marketing offers designed to promote net new money onto our platform. Establish an ongoing test-and-learn discipline across offer type, messaging, client segments and channels to drive balances.
• Innovate using LLM and other AI tools to create more efficient and effective marketing.
• Work effectively with a wide range of stakeholders across all levels, regions, and channels.

Requirements

• BA or BS degree.
• 8+ years of marketing experience, in financial services, with a demonstrated track record of success and increasing responsibilities.
• Knowledge of financial services.
• Prior experience partnering with a wide variety of stakeholders to meet common objectives.
• Solid writing/editorial skills and prior experience delivering impactful marketing tactics for print and digital channels.
• Strong project management skills—able to manage multiple priorities, communicate progress, and effectively track deliverables to completion.
• Ability to build relationships and influence across a large, matrixed organization.
• Demonstrated ability to work both independently and as part of a collaborative team.

Benefits

• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching and more