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Senior Principal - Bank & Credit Union Marketing (Remote)

July 31, 2026

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%) Qualifications 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. Additional Information 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! #LI-KK1 #LI-REMOTE Videos To Watch

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...