Senior Principal - Bank & Credit Union Marketing; Remote

Senior Principal - Bank & Credit Union Marketing (Remote)

• Full-time
• Shift: 1st
• Compensation: USD 180,000 - USD 200,000 - yearly

Vericast is the financial institution (FI) performance partner. We help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. Our advanced analytics, data-driven insights and integrated solution set enable better execution with agility, precision and scale. That’s why thousands of financial institutions look to Vericast and our 150 years of financial services expertise to help them achieve more.

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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.

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%)

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%).

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.

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,…