Head of Marketing Technology

Madison-Davis, LLC; Philadelphia (Philadelphia County); Hybrid; USD 130,000 - 160,000; Full time

Job summary

A financial services company located in Philadelphia seeks a Head of Marketing Technology to lead marketing tech teams focused on CRM and data platforms. The ideal candidate will have strong leadership skills, experience in regulated environments, and a solid background in analytics and compliance frameworks. This role requires collaboration with global teams, ensuring that marketing technology solutions meet business needs. The position is on-site 3 days a week, with a focus on driving digital adoption and data-driven decision making.

Qualifications

• Proven leadership of marketing or CRM technology functions.
• Experience supporting financial or regulated marketing environments.
• Knowledge of analytics/reporting platforms.

Responsibilities

• Lead marketing technology teams across website and data platforms.
• Set platform strategy and priorities in partnership with stakeholders.
• Oversee marketing automation, data integration, and reporting tools.

Skills

Leadership in marketing technology

Experience with Salesforce

Data analytics and reporting skills

Understanding of compliance frameworks

Digitalization and automation initiatives

Cross-functional communication

Tools

Salesforce

Power BI

Data integration tools

Job description

The Head of Marketing Technology oversees three core teams: CRM, Web, and Data, totaling roughly 10 full-time staff plus consultants. Reporting to senior technology leadership, this person will drive modernization across marketing systems, govern compliant communications, and deliver technology solutions that enhance client engagement and data visibility. The role sits in 3 days/week on-site in either Philadelphia or NYC (at least 1 day/week in Philly required)

What You’ll Tackle

• Lead marketing technology teams across website and data platforms
• Set platform strategy, priorities, and resourcing in partnership with business and compliance stakeholders
• Oversee marketing automation, data integration, and reporting tools
• Ensure compliance with communication surveillance and financial marketing standards
• Drive automation, digital adoption, and data utilization across marketing channels
• Partner with global marketing and client reporting teams to modernize processes

What You Bring

• Proven leadership of marketing or CRM technology functions - Salesforce, Data Analytics Platforms, Data Integration/Utilization, etc.
• Experience supporting financial or regulated marketing environments
• Knowledge of Salesforce, Seismic, and analytics/reporting platforms (Power BI, Vermilion, or similar)
• Strong background in marketing governance and compliance frameworks
• Track record of driving digitalization and automation initiatives
• Skilled communicator with cross-functional influence
• Experience managing marketing technology transformations in global organizations
• Familiarity with data integration or marketing analytics tools
• Understanding of advisor/distributor ecosystems