Wealth Management Growth & Brand Strategy Director

Citadel Credit Union; West Chester (Chester County); On-site; USD 120,000 - 180,000; Full time

Job summary

Citadel Credit Union seeks a strategic leader to drive Wealth Management branding, marketing, and go-to-market initiatives. This role partners across marketing, technology, compliance, and analytics to translate strategic priorities into client- and advisor-focused programs that accelerate growth and enhance the client experience.

The Director leads market research, competitive insights, and adoption strategies, delivering measurable results and governance for major initiatives, including

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 business 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, highly regulated environment.

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.
• 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

Strategic marketing

Go-to-market

Market research

Cross-functional leadership

Data analytics

Executive communication

Brand strategy

Advisor enablement

Education

Bachelor's degree in related field

MBA preferred

Tools

Tableau

Job description

Citadel Credit Union seeks a strategic leader to drive Wealth Management branding, marketing, and go-to-market initiatives. This role partners across marketing, technology, compliance, and analytics to translate strategic priorities into client- and advisor-focused programs that accelerate growth and enhance the client experience.

The Director leads market research, competitive insights, and adoption strategies, delivering measurable results and governance for major initiatives, including