Principal Marketing Strategist

The Principal Marketing Strategist will serve as a strategic and analytical cornerstone of the marketing organization, driving go‑to‑market strategy, competitive intelligence, and market insights that directly support revenue growth. This role bridges product, sales, finance, and executive leadership — ensuring that market intelligence informs every major business decision, from new product development to investor communications.

This role would require you to be onsite 5 days a week in Somerset, NJ.

Key Responsibilities
Business & Financial Communications

Own and lead the Business Unit Review (BUR) process, partnering cross‑functionally to develop compelling performance narratives and strategic recommendations

Support the quarterly earnings process, coordinating marketing inputs, preparing key messaging, and ensuring accurate market context is reflected in investor communications

Contribute to annual 10‑K reporting by providing market data, competitive context, and category narrative in partnership with finance and legal teams

New Products & Market Expansion

Lead marketing strategy for new product launches and vertical expansion initiatives, from market sizing and positioning to launch planning and post‑launch tracking

Identify and evaluate whitespace opportunities across card categories, customer segments, and adjacent verticals to inform the product roadmap

Provide strategic marketing support for RFPs, crafting differentiated value propositions and ensuring proposals reflect current market positioning and competitive strengths

Develop sales enablement materials that equip commercial teams with compelling, insight‑driven content for key client engagements

Build and maintain a robust customer insights program, synthesizing VOC (voice of customer) data, usage trends, and cardholder behavior to inform strategy

Lead competitive intelligence efforts focused on card issuers — tracking product launches, pricing dynamics, partnership activity, and positioning shifts across the competitive landscape

Conduct ongoing market analysis to identify category trends, macroeconomic forces, and emerging technologies shaping the financial card industry

Media & Brand Partnerships

Serve as the primary relationship lead with media buying partners, overseeing strategy, planning, and performance accountability across paid media channels

Ensure media investment aligns with broader brand and demand generation objectives, optimizing for reach, efficiency, and measurable business impact

Qualifications

8+ years of progressive marketing experience, with at least 3 years in a senior or director‑level role

Experience in B2B marketing within financial services, fintech, payments, or adjacent technology sectors strongly preferred

Demonstrated ability to translate complex market data and competitive insights into clear executive narratives and strategic recommendations

Proven track record supporting investor relations, earnings communications, or financial reporting processes

Strong cross‑functional collaborator with experience working alongside finance, product, and sales leadership

Exceptional written and verbal communication skills; comfortable presenting to C‑suite and board‑level audiences

Proficiency with market research tools, analytics platforms, and media planning frameworks

Bachelor’s degree required; MBA or advanced degree preferred

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