Business Portfolio Marketing Manager

Responsibilities

• Leads portfolio marketing strategy for Small Business Credit Card clients, developing and executing customer‑centered, multi‑channel programs that drive growth, retention, and engagement.
• Defines performance measures, translates business objectives into actionable marketing plans, and partners across product, sales, enterprise marketing, technical, and external teams to deliver targeted programs and product launches.
• Adjusts priorities in response to evolving business needs and ensures marketing activities align with applicable laws, regulations, and bank policies.
• Develops and leads portfolio marketing strategies in partnership with Product, Sales, Technical, Enterprise, and third‑party teams to identify opportunities that drive business results.
• Translates client insights into segmentation strategies, audience plans, and customer personas that improve targeting and relevance.
• Develops deepening and lifecycle marketing strategies that increase client value, strengthen engagement, and support portfolio growth.
• Designs plans that reach target clients through the appropriate channel and lifecycle moment to maximize effectiveness.
• Analyzes portfolio, category, seasonal, and attrition trends to identify growth opportunities and inform strategic recommendations.
• Supports sales and service partners with strategies that complement one‑to‑one client conversations and improve growth and retention outcomes.
• Prepares and presents marketing strategies, recommendations, and performance updates to peers, partners, and executive leadership.
• Monitors portfolio performance and translates results into forward‑looking plans, optimizations, and growth recommendations.
• Leads campaign development from strategy through execution, deployment, and post‑launch optimization.
• Partners with channel marketing teams to prioritize work, align resources, and deliver campaigns effectively and on time.
• Identifies, tests, and scales new channels and optimization opportunities to improve engagement and performance.
• Partners with data, risk, underwriting, finance, compliance, and other control partners to ensure marketing activities are targeted appropriately and executed within policy and regulatory requirements.
• Partners with analytics teams to define attribution approaches, evaluate marketing effectiveness, and apply insights to future strategy, investment decisions, and optimization efforts.

• Bachelor's degree, or equivalent work experience
• 10 or more years of relevant experience in marketing, product management, portfolio management, or a related field
• Strong strategic marketing, campaign development, collaboration and go‑to‑market execution skills
• Experience using customer insights, segmentation, and performance data to inform strategy
• Ability to partner effectively across product, sales, finance, risk, compliance, and enterprise marketing teams
• Experience partnering with analytics teams to define attribution methodologies, assess marketing performance, and translate insights into future strategy and decision‑making.
• Strong leadership, communication, and executive presentation skills
• Knowledge of portfolio performance analysis, lifecycle marketing, and customer growth strategies
• Demonstrated ability to manage competing priorities in a highly matrixed environment
• Financial and/or Credit Card experience highly preferred.