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Manages a portfolio of financial institution clients as their primary contact, providing marketing consultation and leading integrated campaign execution. Coordinates cross-functional teams, manages project priorities and deadlines, translates campaign performance data into recommendations, resolves issues, and strengthens long-term client partnerships. The role requires strong digital marketing knowledge, communication, presentation, relationship-building, problem-solving, and client service skills.

Owns profitable revenue growth across a portfolio of banks and credit unions. Responsibilities include prospecting, consultative selling, executive relationship development, strategic account planning, full sales-cycle management, closing new marketing solutions business, forecasting, and post-sale account growth. The role partners cross-functionally to deliver client solutions and requires expertise in digital marketing, media, analytics, marketing technology, and financial institution sales. It is remote but requires more than 50% travel.

Provides consultative and analytical services to financial institution clients, using market research, financial data, analytics, and visualization to develop multi-channel marketing strategies. Advises clients and internal teams, presents strategic recommendations and campaign results, creates data-driven business narratives, supports sales presentations, and identifies opportunities for solution improvements. Requires strong banking expertise, financial statement interpretation, executive facilitation, communication, and stakeholder management skills.

Leads the full product lifecycle for an assigned portfolio, including strategy, roadmap planning, cross-functional project leadership, financial analysis, pricing, go-to-market execution, and feature prioritization. Owns portfolio P&L, evaluates product opportunities, develops business cases, coordinates vendors and internal teams, and applies AI tools to accelerate product analysis, capability definition, and roadmap development.

Leads hands-on design, development, deployment, and support of enterprise Agentic AI applications. Responsibilities include architecting multi-agent workflows, RAG pipelines, vector search, LLM integrations, MCP Server tools, and scalable cloud platforms. The role provides technical leadership, code review, mentorship, framework selection, CI/CD and testing standards, responsible AI guardrails, and production support while translating AI strategy into delivery plans.

Designs, builds, administers, troubleshoots, and continuously improves Microsoft Azure and Microsoft 365 platforms. Responsibilities include operating Azure Virtual Desktop, managing Entra ID identity and access services, supporting Exchange Online, implementing infrastructure as code, maintaining security and compliance controls, and enabling Microsoft Copilot and Copilot Studio. The engineer serves as an escalation point, performs root-cause analysis, monitors platform health, and partners with cross-functional teams.

Executes and manages performance media campaigns across programmatic, paid search, paid social, and emerging channels. Responsibilities include campaign setup, trafficking, tracking implementation, quality assurance, daily pacing and KPI monitoring, routine optimization, performance reporting, testing, documentation, and escalation of delivery or compliance risks. The role collaborates with cross-functional teams, follows financial services marketing requirements, and develops deeper expertise through platform training, certifications, and use of automation tools.

Supports daily cash management, banking operations, cash reporting, treasury transactions, reconciliations, journal entries, payments, banking documentation, audits, forecasting, and financial analysis. Uses Kyriba, SAP, and ProLease while maintaining internal controls, investigating account variances, administering bank access, and ensuring compliance with SOX and reporting requirements.

Build and support scalable big data pipelines, integrations, and Data Lakehouse architecture for marketing, analytics, reporting, and AI applications. The role develops data models, monitors data quality, troubleshoots production issues, provides post-deployment support, and partners with analytics, data science, business, and engineering teams on long-term platform strategy.

Lead enterprise sales into banks and credit unions, owning revenue targets through account growth, retention and new business. Manage strategic accounts, run executive-level engagements, drive consultative sales from discovery to close, leverage data and analytics to position integrated marketing and digital solutions, and partner cross-functionally to deliver client solutions.