Responsibilities

• Own and lead the marketing strategy for the assigned portfolio: - Sunward’s lending portfolio track (credit cards, consumer loans, mortgages, home equity and other lending solutions) OR - Sunward’s retail and business deposit portfolio track (checking, savings, certificates, money market accounts and other deposit and transactional banking solutions).
• Serve as Marketing’s primary strategic partner to assigned portfolio stakeholders, maintaining a strong understanding of portfolio objectives, product priorities, member needs and upcoming initiatives.
• Meet regularly with portfolio stakeholders to review priorities, current marketing activity, campaign performance, upcoming needs and opportunities for Marketing to support growth.
• Develop annual, quarterly and ad hoc marketing plans for the assigned portfolio, aligned with business objectives established by portfolio and organizational leadership.
• Contribute marketing, member and competitive insights to product development, pricing, offer development and promotional planning led by portfolio stakeholders.
• Translate approved products, features, offers and promotions into clear positioning, value propositions, messaging frameworks and go-to-market strategies.
• Identify target audiences and recommend channel strategies, campaign sequencing, key messages, calls to action and member journeys for portfolio initiatives.
• Draft foundational content for portfolio campaigns, product launches, promotions, webpages, emails, advertising, educational materials and other marketing initiatives.
• Develop core messages, headlines, supporting copy, benefit statements and campaign narratives that Marketing Operations and agency partners can adapt across channels.
• Write or revise channel-specific marketing content directly when project needs, timing or team capacity require additional support.

Requirements

• Minimum of 4 years of progressive experience in marketing strategy, product marketing, brand marketing or a related field, including experience independently managing complex, non-routine marketing initiatives.
• Demonstrated experience developing and executing marketing strategy for a specific product portfolio or line of business.
• Demonstrated experience partnering with product, sales or line-of-business stakeholders to translate business objectives into marketing plans.
• Experience in financial services, banking or credit union marketing preferred.
• Experience with lending products (e.g., credit cards, consumer loans, mortgages, home equity) preferred for the lending portfolio track.
• Experience with deposit and transactional banking products preferred for the deposit portfolio track.
• Bachelor’s degree in marketing, communications, business administration or a related field OR relevant work experience equivalent to a bachelor’s degree.
• Advanced knowledge of marketing strategy development, including audience segmentation, positioning, messaging and channel planning.
• Working knowledge of the assigned product portfolio — lending or deposit products, depending on track — sufficient to translate product features, rates, terms and disclosures into accurate marketing content.
• Working knowledge of integrated marketing channels, including digital, email, direct marketing, advertising and content marketing.

Preferred

• Experience in financial services, banking or credit union marketing preferred.
• Experience with lending products (e.g., credit cards, consumer loans, mortgages, home equity) preferred for the lending portfolio track.
• Experience with deposit and transactional banking products preferred for the deposit portfolio track.