Head of Marketing - Financial Services

Position: Head of Marketing - Financial Services Location: Remote, WI Job :1287 # of Openings:1 Head of Marketing - Financial Services At Colibri Group, culture is a critical part of our collective success, and we live our values everyday: Love, Joy, Boldness, Teamwork, and Curiosity. These values guide our interactions with each other, our customers, and the community. Position Overview The Head of Marketing will create and lead the marketing strategy for Colibri’s Financial Services Ecosystem and current brands OnCourse Learning, STC, XCEL, and Learn Mortgage. The Financial Services Ecosystem provides professional education (exam preparation, pre‑licensure, continuing education and skills/role advancement for financial professionals, currently focused on securities, insurance, mortgage, banking and credit union markets. The collective brands within Financial Services each have a reputation for best‑in‑class learning experiences and serve a range of professionals from individual students to the largest securities, mortgage, insurance and banking institutions in the US. This role will be accountable for and lead omni‑channel marketing to profitably attract customers (acquisition/retention) and increase customer lifecycle value. The ideal candidate is a hands‑on marketer with a track record of driving profitable growth in direct‑to‑consumer and business‑to‑business markets through online and offline channels, including SEM, email, direct mail, content marketing, social media, events, and news media. While the role demands the sensibility of a brand marketer, a deep skill set in marketing metrics and customer data analytics are a must to be successful in this role. In addition, e‑commerce and B2B experience expertise will set the candidate apart. The ability to build a team and lead data‑driven strategic transformation of the business is critical. The Head of Marketing will also be responsible for leading a strategy of brand consolidation and rationalization across the portfolio to increase awareness and improve brand equity. The Head of Marketing will also have direct accountability for adapting the Colibri brand story, mission, and vision to drive growth of financial education solutions. Experience in marketing service products, education products, membership and loyalty programs is required. Reporting to the President of the Financial Services Ecosystem, this marketing leader will play a key role across the organization. Position Requirements & Major Responsibilities

• As a key leader on the Financial Services executive team, create and drive marketing strategy and programs that propel the business forward
• Develop customer segmentation for the ecosystem and nurture a deep understanding of the ecosystem customers and prospects, industry factors, and competitive environment
• Identify and target customer and prospect populations with omni-channel marketing campaigns that meet revenue targets and contribution margin targets
• Identify new products and markets to fuel future growth and diversify the revenue of the business
• Monitor and communicate market trends
• Own B2C Revenue for the Financial Services ecosystem, budget, forecast, and influence outcomes
• Analyze customer data, and generate actionable insights, that improve the customer experience, drive customer acquisition and retention, and increase wallet share and AOV
• Analyze marketing campaign performance data, and generate insights, to optimize future campaigns
• Continually design and run well-structured market tests on pricing, offers, channels, messaging and communication flows
• Prepare and present monthly, quarterly, and annual performance presentations to keep the executive team informed of progress
• Set high standards for development, execution and optimization of cross-channel marketing campaigns
• Oversee day to day marketing activities, including:
• Annual budget development and monthly variance reporting
• Data driven approach to effective measurements that monitor performance
• Competitor landscape
• B2B Marketing
• Website management
• Email direct marketing
• Print direct marketing
• PPC
• Performance marketing analytics
• Database analytics
• Build a high-performing marketing team,…

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