Senior Principal – Bank & Credit Union Marketing

Vericast

Senior Principal leading marketing consulting practice specializing in banks and credit unions. Driving client growth through innovative marketing strategies and hands-on leadership.

Posted 7/29/2026full-timeRemote • Texas • 🇺🇸 United StatesSenior💰 $170,000 - $185,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in driving revenue growth through consultative selling and strategic marketing transformation for financial institutions. Proven ability to build and maintain C-level relationships while leading multi-disciplinary teams to achieve complex marketing engagements.

Highest-signal resume keywords

Consultative SellingC-Level Relationship ManagementMarketing Transformation EngagementsRevenue Growth StrategyFinancial Services Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Marketing StrategyCampaign StrategyOmni-Channel ExecutionMarketing AnalyticsProposal DevelopmentContract NegotiationClient Lifetime Value MaximizationData-Driven MarketingPerformance MonitoringInnovation in Service Offerings

Soft Skills

LeadershipMentoringCommunicationClient Advisory

Tools & Technologies

Marketing Technology Solutions

Certifications & Qualifications

Bachelor's DegreeMBA or Advanced Degree in Marketing or Business

Industry Keywords

Retail BankingCredit UnionsManagement ConsultingBig 4 Consulting FirmsTier 1 Consultancies

About the role

Key responsibilities & impact

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
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

Requirements

What you’ll need

Bachelor's degree required; MBA or advanced degree in Marketing, Business, or related field (strongly preferred)
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

Benefits

Comp & perks

Medical, dental and vision coverage
401K with company match
Generous PTO allowance
Life insurance
Employee assistance
Pet insurance