Vice President, Marketing Strategy Lead-Affluent Branch Experience

Columbus, OH (On-site)

$133K/yr – $190K/yrSenior Level7+ years expFull time

Posted 7 weeks ago

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Job Summary

Own the enablement platform for private client bankers, shaping adoption and real time insights across CRM and channels.

  • Platform strategy and cross-functional ownership for a sales enablement tool used by bankers, with emphasis on adoption and speed to market.
  • Real-time customization, engagement tracking, and materials personalization to support banker and client interactions.
  • Future integrations with CRM, email, and mobile to create a unified marketing and sales ecosystem.

Job Description

Responsibilities
  • Lead the end-to-end strategy and execution for the sales enablement platform, partnering across marketing, product, technology and vendor teams to deliver a seamless, integrated experience for Private Client Bankers.
  • Develop and implement solutions that enable bankers to customize client materials, track engagement and access insights in real-time.
  • Champion adoption, ensuring bankers can efficiently personalize pitchbooks, flyers and other collateral, reducing manual processes and increasing speed-to-market.
  • Collaborate with cross-functional stakeholders to gather feedback, analyze platform usage and drive continuous optimization based on banker and client needs.
  • Oversee future integration with CRM, email, and mobile channels, ensuring a unified marketing and sales ecosystem.
  • Monitor industry trends and regulatory requirements to inform product and marketing strategy, ensuring compliance and relevance
Requirements
  • Bachelor’s degree in Marketing, Business, Product Management, Technology, or related field
  • 7+ years of experience in marketing, product management, or sales enablement, ideally within financial services or technology-driven organizations
  • Proven track record of leading cross-functional teams and delivering innovative digital solutions
  • Experience launching and optimizing digital platforms or tools for sales or client engagement
  • Strong analytical, strategic planning, and problem-solving skills
  • Demonstrated ability to drive adoption and change management for new technologies or platforms
  • Expertise in campaign management, customer engagement analytics, and performance measurement
  • Excellent written and verbal communication skills, including executive-level presentation abilities
  • Highly proficient in Microsoft Excel and PowerPoint
  • Comfortable working in a highly matrixed, fast-paced environment with shifting priorities
  • Experience managing budgets, forecasts, and ROI for marketing or product initiatives
Preferred
  • Is both data-driven and creative, leveraging insights to drive innovation and enhance client experiences
  • Is passionate about empowering sales teams with tools that streamline processes and personalize client engagement
  • Thrives in dynamic environments, embracing change and ambiguity with resilience and adaptability
  • Champions a customer-first mindset, ensuring solutions are relevant, personalized, and impactful and communicates clearly and persuasively, tailoring messages for executive and field audiences
  • Possesses exceptional presentation-building skills; able to distill complex ideas into clear, compelling executive summaries and stays ahead of industry trends
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

Marketing Team

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