
Senior Lead Marketing Consultant
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • California • North Carolina • United States
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Salary
💰 $139,000 - $260,000 per year
Job Level
About the role
- Architect the end‑to‑end onboarding journey across email/SMS/push/in‑app/branch, aligning service communications with marketing to drive funding and early usage
- Develop segmentation and event‑based triggers, implementing personalization at scale
- Build a test‑and‑learn roadmap to improve activation velocity and reduce early closures; socialize results and scale winning experiments
- Partner cross‑functionally (Product, Analytics/MarSci, Finance, Servicing, Tech/MarTech) to ensure operational readiness
- Define KPI dashboards (funding rate, time‑to‑first‑deposit, debit activation, mobile login, alerts/paperless adoption, early closure) and report performance weekly
- Act as a customer advocate, simplifying copy and instructions at key moments to reduce friction and confusion in early tenure
- Serve as a thought leader, bringing in market best practices from banks/fintechs to evolve our onboarding playbook
Requirements
- 7+ years of Marketing, Digital Marketing, Digital Platforms (i.e. Mobile or Social Media) experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Previous experience developing and executing lifecycle/CRM marketing within financial services; ownership of onboarding/activation programs
- Strong experimentation skill set and analytics fluency; experience partnering with data science on attribution and reporting
- Demonstrated success leading cross‑functional work in regulated environments
- Excellent communication and stakeholder management skills to influence and align cross-functional teams
- Ability to think strategically and execute tactically in a fast-paced, results-driven environment
- Familiarity with marketing technology platforms, CRM systems, and compliance considerations for incentive programs
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
lifecycle marketingCRM marketingsegmentationevent-based triggersKPI dashboardsexperimentationanalytics fluencyattributionreportingpersonalization
Soft skills
communicationstakeholder managementstrategic thinkingtactical executioncross-functional collaborationcustomer advocacyinfluencingsimplifying instructionsthought leadershipproblem-solving