Business Portfolio Marketing Manager

Role Overview

• 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.

Requirements

• 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.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law