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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in B2B marketing strategy development and execution, particularly within the financial services sector. Capable of leveraging market research and performance data to drive client engagement and optimize marketing effectiveness across global and regional markets.
Highest-signal resume keywords
B2B Marketing ExperienceSegment Marketing Strategy DevelopmentIntegrated Marketing ExecutionAnalytical MindsetStakeholder Influence
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Marketing StrategyMulti-Channel MarketingAudience StrategyPerformance MeasurementMarket ResearchClient EngagementValue Proposition DevelopmentKPI EstablishmentContent DevelopmentAccount-Based Marketing
Soft Skills
Excellent Communication SkillsInfluencing SkillsCollaborationStrategic ThinkingProblem-Solving
Industry Keywords
Financial ServicesComplex Matrixed OrganizationClient Needs AnalysisDecision-Making BehaviorsCommercial AcumenGlobal MarketingRegional MarketingPerformance DataClient StoriesThought Leadership
About the role
Key responsibilities & impact- Drive the marketing strategy for the Banks and Broker Dealers segment, aligned to global and regional business priorities, market opportunity, and growth objectives
- Develop deep understanding of segment client needs, pain points, buying centers, and decision-making behaviors across key personas and markets
- Shape segment positioning, messaging, and value proposition across global and regional markets
- Partner with senior stakeholders across business, commercial, platform, communications, and marketing teams
- Lead multi-channel marketing plans spanning digital, events, email, paid and owned media, account-based marketing, and executive engagement
- Guide thought leadership, client stories, and marketing content tailored to priority audiences
- Use market research, client feedback, competitive intelligence, and performance data to identify opportunities and refine strategy
- Establish KPIs and performance measures to evaluate effectiveness and optimize investment
- Lead through influence across a global, matrixed organization without direct people management responsibility
- Support enterprise-wide priorities and region-specific marketing needs
Requirements
What you’ll need- 12+ years of B2B marketing experience, preferably in financial services or a similarly complex, highly matrixed industry
- Proven experience developing and leading segment, client, or go-to-market marketing strategies tied to measurable business outcomes
- Strong commercial acumen and ability to connect marketing strategy to client engagement, growth, and business performance
- Deep understanding of integrated marketing, audience strategy, and multi-channel execution
- Strong analytical mindset with experience using market and performance data to shape decisions and optimize results
- Excellent written and verbal communication skills, with the ability to craft compelling narratives for sophisticated audiences
- Proven ability to influence senior stakeholders and operate effectively across a complex global organization
- Experience working across multiple regions, functions, and stakeholder groups to drive alignment and execution
Benefits
Comp & perks- Highly competitive compensation, benefits, and wellbeing programs
- Flexible global resources and tools
- Generous paid leaves, including paid volunteer time
- Annual discretionary incentive award eligibility
- 401(k) plan
- Company-sponsored medical insurance
- Company-sponsored dental insurance
- Company-sponsored vision insurance
- Basic life insurance for employees and eligible dependents
- Paid time off, including vacation and sick time
