Vice President, Marketing Strategy Lead-Affluent Branch Experience

Step into the role of Vice President, Private Client Sales Enablement Platform for the Becoming a Customer team within Consumer Bank Marketing.

As a Vice President on the Digital Shopping team within Becoming a Customer, you will be at the forefront of efforts to launch a cutting‑edge sales enablement platform designed to empower Private Client Bankers with personalized, data‑driven marketing materials and streamlined client engagement tools. You will lead the strategy and initial build of this platform, driving adoption, optimization, and continuous innovation on an ongoing basis.

Job 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.

Required qualifications, capabilities and skills

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 qualifications, capabilities, and skills

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

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