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We are seeking an exceptional senior consulting professional to join our team as a Senior Principal, Bank & Credit Union Marketing . This is a unique opportunity for a partner or managing director-caliber individual to build and lead a thriving marketing consulting practice focused exclusively on the banking and credit union sector. In this role, you will serve as both a rainmaker and a delivery leader – developing new business opportunities while ensuring exceptional client outcomes. You'll work with regional and community banks and credit unions (assets ~$5B-$50B) to transform their marketing capabilities, drive customer acquisition, and accelerate growth through innovative, data-driven marketing strategies. This is an ideal position for an entrepreneurial leader who thrives in a "player-coach" environment, combining strategic advisory expertise with hands-on leadership of high-impact marketing transformation initiatives. You'll have the autonomy to build your book of business while shaping the future of how financial institutions engage with their customers.
KEY DUTIES/RESPONSIBILITIES
Business Development & Client Growth: Drive revenue growth by expanding existing banking and credit union client relationships and acquiring new "on-strategy" clients; Own and exceed annual revenue targets of $5M-$12M through consultative selling of marketing strategy and transformation services; Develop and maintain C-level relationships with CMOs, heads of retail banking, heads of lending, Chief Compliance Officers, and other senior executives at target financial institutions; Lead and mentor multi-disciplinary teams of Account Executives, strategists, creatives, and data analysts to drive successful opportunity pursuit; Lead proposal development, pitch presentations, and contract negotiations for complex, multi-million dollar marketing engagements; Identify cross-sell and upsell opportunities within existing accounts to maximize client lifetime value; Position the firm as the premier marketing strategy partner for mid-market banks and credit unions. (75%)
Engagement Delivery & Leadership: Serve as the expert lead on campaign strategy, including audience selection, omni-channel execution, and marketing analytics; Ensure successful implementation of marketing technology solutions and data-driven marketing capabilities;
Continuously monitor marketing performance and client satisfaction to ensure business outcomes and long-term value realization; Drive innovation in service offerings, methodologies, and delivery approaches; Act as trusted advisor to client executives on marketing transformation and customer growth strategies (25%)
EDUCATION
Bachelor's degree required; MBA or advanced degree in Marketing, Business, or related field (strongly preferred)
Professional certifications in marketing, digital strategy, or financial services a plus
EXPERIENCE
Minimum 15+ years of experience in management consulting, marketing consulting, or agency leadership roles
Demonstrated track record of success in financial services, with deep expertise in retail banking and/or credit union sectors
Proven ability to consistently meet or exceed sales targets of $5M+ annually
Experience leading complex marketing transformation engagements for financial institutions
Track record of building and maintaining C-level client relationships
Previous experience at Big 4 consulting firms, Tier 1 consultancies, or leading marketing agencies strongly preferred
Partner, Managing Director, Principal, or Senior Manager level experience required
KNOWLEDGE/SKILLS/ABILITIES
Technical & Domain Expertise: Deep understanding of consumer/retail banking marketing, including customer acquisition, retention, and growth strategies; Expertise in both traditional (direct mail, branch marketing) and digital marketing channels; Comprehensive knowledge of marketing technology (MarTech) and advertising technology (AdTech) solutions; Proficiency in marketing analytics, campaign performance measurement, and ROI optimization; Understanding of banking regulations and compliance requirements affecting marketing activities; Knowledge of current trends in financial services marketing, including personalization, AI/ML applications, and omnichannel strategies.
Leadership & Business Skills: Exceptional consultative selling skills with ability to identify client needs and craft compelling value propositions; Outstanding executive presence and communication skills (written, verbal, and presentation); Proven ability to lead and inspire high- performing, cross-functional teams; Strong project and portfolio management capabilities;
Financial acumen to manage P&L responsibilities and drive profitable growth; Entrepreneurial mindset with ability to operate autonomously while collaborating effectively.
Personal Attributes: Strategic thinker who can translate business objectives into actionable marketing strategies; Client-focused approach with commitment to delivering exceptional value;
Intellectual curiosity and passion for continuous learning; Ability to thrive in a fast-paced, dynamic environment; Strong ethical standards and professional integrity; Cultural fit with collaborative, results-oriented team environment.
Base Salary: $170,000-$185,000
Position is eligible for a generous commission component; more information will be provided on the commission program for this role during the interview process.
Applications will be accepted through January 18, 2025, after which the posting will be closed and no longer available for submissions.*
The ultimate compensation offered for the position will depend upon several factors such as skill level, cost of living, experience, and responsibilities.
Vericast offers a generous total rewards benefits package that includes medical, dental and vision coverage, 401K with company match and generous PTO allowance. A wide variety of additional benefits like life insurance, employee assistance and pet insurance are also available, not to mention smart and friendly coworkers!
At Vericast , we don’t just accept differences - we celebrate them, we support them, and we thrive on them for the benefit of our employees, our clients, and our community. As an Equal Opportunity employer, Vericast considers applicants for all positions without regard to race, color, creed, religion, national origin or ancestry, sex, sexual orientation, gender identity, age, disability, genetic information, veteran status, or any other classifications protected by law. Applicants who have disabilities may request that accommodations be made in order to complete the selection process by contacting our Talent Acquisition team at . EEO is the law. To review your rights under Equal Employment Opportunity please visit: .
Vericast is the financial institution (FI) performance partner. We help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. Our advanced analytics, data-driven insights and integrated solution set enable better execution with agility, precision and scale. That’s why thousands of financial institutions look to Vericast and our 150 years of financial services expertise to help them achieve more. For more information, visit or follow Vericast on LinkedIn.
