Wealth Management Brand Strategy Director

Citadel Federal Credit Union; West Chester (Chester County); On-site; USD 150,000 - 210,000; Full time

Job summary

Citadel Federal Credit Union is seeking a Wealth Management Brand Strategy Program Director to lead commercialization, market adoption, and growth initiatives across wealth products and services.

Reporting to the Chief Wealth Management Officer, you will drive market research, go-to-market plans, advisor enablement, and client engagement strategies, coordinating with marketing, technology, operations, and compliance.

Qualifications

• 8+ years of experience in Wealth Management, Financial Services, Product Marketing, Commercialization, Client Experience, Strategy, or Business Transformation.
• Proven success developing and executing marketing, commercialization, or go-to-market strategies that drive growth and client adoption.
• Strong experience conducting market research, competitive analysis, and translating insights into actionable business recommendations.
• Demonstrated ability to influence senior leaders and lead cross-functional initiatives in a complex, regulated environment.
• Experience evaluating client journeys, operational workflows, and service models to support scalable implementation and adoption.
• FINRA Series 6 and Series 66 preferred.

Responsibilities

• Lead the strategic marketing and commercialization roadmap for Wealth Management products, services, and business initiatives.
• Partner with internal and external marketing resources to develop and execute programs that drive awareness, client engagement, advisor business growth, client retention, and deepening of client relationships.
• Serve as the business lead responsible for coordinating marketing resources and ensuring campaigns align with strategic objectives and desired outcomes.
• Define target audiences, value propositions, positioning strategies, and client engagement approaches for Wealth Management offerings to ensure relevant and personalized client experiences.
• Establish metrics and performance measures that evaluate campaign effectiveness, client engagement, and business impact.
• Maintain a willingness to operate as both a strategic leader and hands-on contributor when business needs require direct involvement.

Skills

Go-to-Market Leadership

Client Engagement

Executive Influence

Strategic Planning

Cross-Functional Collaboration

Business Transformation

Education

FINRA Series 6

FINRA Series 66

Job description

Citadel Federal Credit Union is seeking a Wealth Management Brand Strategy Program Director to lead commercialization, market adoption, and growth initiatives across wealth products and services.

Reporting to the Chief Wealth Management Officer, you will drive market research, go-to-market plans, advisor enablement, and client engagement strategies, coordinating with marketing, technology, operations, and compliance.