Vice President, Marketing Strategy Lead (Everyday 401(k) – Business Banking)

New York City, NY (On-site)

$133K/yr – $190K/yrSenior LevelFull time

Posted 3 hrs ago

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Job Summary

Build and own the Everyday 401(k) marketing for Business Banking, shaping objectives, audience strategy, and channel mix while driving awareness, enrollment, and cross-functional go-to-market plans. Lead email, digital-property optimization, disclosures, and performance reporting, with collaboration on Wealth Management initiatives.

  • Own multi-channel marketing strategy and calendar
  • Lead email marketing, lifecycle opportunities, and testing
  • Drive digital experiences, compliance, and performance insights

Job Description

Responsibilities

  • Build and execute the annual Everyday 401(k) marketing plan for Business Banking, partnering with key stakeholders to define objectives, target segments (e.g., solopreneurs, employer groups), channel mix, and quarterly priorities.
  • Create a steady marketing drumbeat that drives sustained awareness and enrollment for Everyday 401(k) within Business Banking, using a mix of always-on and campaign-based motions.
  • Partner with Product and Sales leadership to translate the Everyday 401(k) roadmap into actionable go-to-market plans, including positioning, messaging, audience strategy, and channel selection aligned to Business Banking priorities.
  • Own email marketing strategy and execution, including campaign calendar, segmentation, lifecycle/trigger opportunities, creative requirements, testing strategy, and performance optimization.
  • Own and optimize the Everyday 401(k) digital property experience (e.g., Storefront 2.0) for Business Banking journeys, ensuring the path from discovery to education to application is clear, compliant, and conversion-focused.
  • Manage disclosures and maintain a strong control environment, ensuring marketing materials, claims, and journeys follow required legal, risk, and compliance review/approval processes.
  • Own performance scorecards and reporting, including monthly scorecards, ongoing KPI monitoring, and clear readouts of insights and actions to senior stakeholders.
  • Support other high-impact initiatives, such as Wealth Management testing expansion or related cross-line-of-business experiments, based on evolving Business Banking priorities

Requirements

  • Bachelor’s degree (4-year) in Business, Marketing, Communications, or a related field.
  • Demonstrated ability to take initiative, own outcomes, and drive measurable results in a fast-paced, cross-functional environment.
  • Strong experience developing and delivering multi-channel marketing strategies (e.g., email, owned digital, paid media, social) from planning through execution and optimization.
  • Proven ability to translate business goals and product roadmaps into clear go-to-market plans (positioning, messaging, audience strategy, and channel mix).
  • Strong analytical and problem-solving skills, including defining success metrics, partnering on measurement, and using performance insights to improve strategy and execution.
  • Excellent executive communication and storytelling skills, including building presentations that drive alignment and decisions.
  • Strong program/project management skills, including managing timelines, dependencies, creative workflows, and approvals across multiple stakeholders.
  • Experience operating within a rigorous controls environment, ensuring marketing activity meets legal, risk, and compliance standards (including disclosure management).

Preferred

  • Experience marketing to small business customers and/or within Business Banking (acquisition, engagement, field enablement, digital journeys).
  • Experience marketing regulated financial products (retirement, investing, benefits, or adjacent solutions), including comfort navigating disclosures and claim substantiation.
  • Strong testing and optimization capability (offer testing, funnel conversion testing, landing page optimization, UX research partnership).
  • Strong stakeholder management and ability to influence across Product, Analytics, Legal/Compliance, Operations, Creative, channel execution, and BRM/field teams.
  • Builder mindset – resourceful, comfortable with ambiguity, and able to establish repeatable operating rhythms (campaign calendars, governance, reporting).

Benefits

  • We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
  • We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include 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.
  • Additional details about total compensation and benefits will be provided during the hiring process.

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