Responsibilities

• Lead customer data transformation in Marketing, partnering with Technology and other critical business stakeholders
• Aggregate and connect first-party engagement, account, product, campaign and relevant external data into reliable, permission-aware audience and account views.
• Build segmentation and insight capabilities that reveal client needs, buying groups, journey stages, intent signals and opportunities for acquisition, retention and cross-sell.
• Develop propensity models, scoring and next-best-action approaches; validate performance, monitor drift and make recommendations usable by marketers and distribution channels.
• Create decision intelligence tools that translate data into choices about audiences, channels, content, timing and investment.
• Identify, test and scale AI applications across research synthesis, insight generation, campaign planning, content production, experimentation and performance analysis.
• Enable dynamic content assembly and personalization across web, email and other channels, with human oversight, approved source material and appropriate review controls.
• Advance precise audience and account targeting using consented data, intent and behavioral signals, while setting standards for privacy, model governance and brand integrity.
• Create a consistent measurement framework connecting reach, engagement and conversion to qualified opportunities, client activity, asset flows and retention where attribution is supportable.
• Leverage and evolve existing ecosystem of dashboards and analytic methods for incrementality, attribution, marketing mix and return on investment; state assumptions and measurement limits clearly.

Requirements

• 15 or more years of experience in marketing technology, digital transformation, data and analytics or related functions, including significant leadership of enterprise-scale programs and teams.
• Demonstrated delivery of integrated marketing data and technology capabilities, from architecture and implementation through adoption, optimization and measurable outcomes.
• Strong command of customer data architecture, identity resolution, data quality, consent management, APIs and integration of CRM, web, marketing automation and analytics systems.
• Applied experience with segmentation, predictive modeling, propensity scoring, experimentation, causal measurement and ROI analytics; able to assess model quality and explain limitations.
• Experience deploying generative AI and machine learning in production marketing workflows, with sound judgment about governance, human review, security and accuracy.
• Ability to translate complex technology and analytic concepts into a prioritized business roadmap and to influence senior Marketing, Product, Distribution and Technology stakeholders.
• Experience in asset management, wealth management or another regulated financial services business strongly preferred; understanding of institutional and intermediary customer journeys is valuable.
• Experience using marketing automation platforms, such as Adobe Marketo Engage, Eloqua, Salesforce Marketing Cloud or HubSpot to execute, optimize, and measure digital marketing programs.
• Deep understanding of GDPR and related privacy regulations, with experience establishing governance frameworks, mitigating compliance risks, and enabling responsible use of customer data across marketing programs.
• Proven record of leading multidisciplinary teams, managing vendors and budgets, and delivering change across a global matrix.

Preferred

• Experience in asset management, wealth management or another regulated financial services business strongly preferred; understanding of institutional and intermediary customer journeys is valuable.
• Bachelor’s degree required in a relevant discipline; advanced degree in business, analytics, computer science or a related field preferred.