Wealth Management Brand & Growth Strategy Director

Citadel Credit Union

West Chester (Chester County)

On-site

USD 140,000 - 200,000

Full time

7 days ago

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Job summary

Citadel Credit Union is seeking a Wealth Management Brand Strategy Program Director to lead strategic marketing, commercialization, and client engagement initiatives. The role partners with internal marketing, operations, compliance, analytics, and external vendors to align programs with strategic objectives and drive growth.

The position requires market research, data-driven decision making, and cross-functional leadership to translate vision into actionable initiatives that enhance the client

Qualifications

8+ years in Wealth Management, Financial Services, Product Marketing, Commercialization, Client Experience, Strategy, or Business Transformation.
Proven success in marketing, commercialization, or go-to-market strategies that drive growth and client adoption.
Strong experience in market research, competitive analysis, and translating insights into actionable recommendations.

Responsibilities

Lead strategic marketing and commercialization roadmap for Wealth Management products, services, and initiatives.
Develop go-to-market plans, messaging, advisor enablement, and launch approaches to drive adoption.
Establish adoption, engagement, and performance metrics and optimize based on results.

Skills

Market research

Data analytics

Strategic leadership

Cross-functional collaboration

Go-to-market planning

Brand strategy

Client engagement

Tools

Tableau

Job description

The position requires market research, data-driven decision making, and cross-functional leadership to translate vision into actionable initiatives that enhance the client

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