Lead, plan, organize, and direct the Product Strategy & Marketing team In Membership & Deposit Products to drive member and product acquisition and engagement.
Set performance standards, expectations, direction, goals, assignments, and schedules to ensure unit objectives and achievements align with department and company strategies.
Provide the team with feedback, resources, and career development.
Direct the evaluation, selection, and application of behavioral analytics and product engagement insights to inform product strategy.
Partner with department executives, leadership, and other key personnel to develop data-informed product strategies, engagement models, experience enhancements, and the long-term strategic direction and roadmap.
Direct the preparation of executive summaries, letters, board reports, monthly/quarterly briefs, and various memoranda for executive leadership.
Act as subject matter expert on how member behavior informs product development and adoption strategies.
Collaborate across analytics, product, MSO, and marketing teams to ensure insights are integrated into strategic decisions and business cases.
Requirements
Expert knowledge of savings, marketing and research, and investment principles
Advanced knowledge of thought leadership in providing vision and strategic thinking around a full range of technical decisions and issues
Significant experience in researching, compiling, and documenting data, business processes, and workflows
Ability to comprehend, analyze, interpret, communicate and apply government and financial industry regulations, related principles and practices and company instructions, procedures and policies
Advanced analytical, reconciliation, and deductive reasoning skills, including data analysis, querying, and reporting
Significant experience with full life cycle project management and process improvement
Ability to work independently, exercise sound judgment, solve problems, and display a high degree of initiative
Advanced experience in progressively responsible positions demonstrating the ability to manage personnel, apply management principles and practices, and establish efficiency standards
Extensive experience in financial and member service operations to include understanding of effective member service philosophy
Extensive experience demonstrating the ability to meet changing requirements and priorities and accomplish project goals
Ability to effectively interpret and remediate findings from internal and/or auditors and regulators
Significant experience in supervising and leading employees
Expert skill developing and implementing programs in a leadership role
Advanced skill identifying and analyzing business requirements and recommending solutions
Advanced skill in the analysis of technical issues in order to recommend, develop and/or implement strategies and achieve objectives
Advanced skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Advanced skill communicating complex technical concepts to non-technical audiences
Advanced skill in producing desired results and achieving goals and objectives
Bachelor's degree Finance, Business Administration, Computer Science, related field or the equivalent combination of education, training, and/or experience
Master's Degree in Finance, Accounting or Business Administration or a related field, or the equivalent combination of training, education and experience