Senior Lead Marketing Strategy Consultant
Wells Fargo is seeking a Senior Lead Marketing Strategy Consultant within the Growth Marketing team to lead customer onboarding communications for new checking accounts. You will own the early tenure onboarding journey, designing multi-channel programs that accelerate activation (funding, debit, direct deposit, mobile banking, alerts, paperless) and set the foundation for primacy and retention. You'll leverage CRM platforms, build data-driven experiments, and ensure compliance across all channels.
In this role, you will:
- Architect the end-to-end onboarding journey across email/SMS/push/in-app/branch, aligning service communications with marketing to drive funding and early usage
- Develop segmentation and event-based triggers, implementing personalization at scale
- Build a test-and-learn roadmap to improve activation velocity and reduce early closures; socialize results and scale winning experiments
- Partner cross-functionally (Product, Analytics/MarSci, Finance, Servicing, Tech/MarTech) to ensure operational readiness
- Define KPI dashboards (funding rate, time-to-first-deposit, debit activation, mobile login, alerts/paperless adoption, early closure) and report performance weekly
- Act as a customer advocate, simplifying copy and instructions at key moments to reduce friction and confusion in early tenure
- Serve as a thought leader, bringing in market best practices from banks/fintechs to evolve our onboarding playbook
Required Qualifications:
- 7+ years of Marketing, Digital Marketing, Digital Platforms (i.e. Mobile or Social Media) experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Previous experience developing and executing lifecycle/CRM marketing within financial services; ownership of onboarding/activation programs
- Strong experimentation skill set and analytics fluency; experience partnering with data science on attribution and reporting
- Demonstrated success leading cross-functional work in regulated environments
- Excellent communication and stakeholder management skills to influence and align cross-functional teams
- Ability to think strategically and execute tactically in a fast-paced, results-driven environment
- Familiarity with marketing technology platforms, CRM systems, and compliance considerations for incentive programs
Job Expectations:
- Ability to travel up to 10% of the time.
- This position offers a hybrid work schedule.
- This position is not eligible for Visa sponsorship.
Posting Location(s):
- 401 S Tryon St. Charlotte, North Carolina 28202
- 333 Market St. San Francisco, California 94105
Required locations listed.
Pay Range: $139,000.00 - $260,000.00
Benefits: Wells Fargo provides eligible employees with a comprehensive set of benefits, including health benefits, 401(k) Plan, paid time off, disability benefits, life insurance, critical illness insurance, and accident insurance, parental leave, critical caregiving leave, discounts and savings, commuter benefits, tuition reimbursement, scholarships for dependent children, and adoption reimbursement.
We Value Equal Opportunity: Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Applicants with Disabilities: To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy: Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
- Third-Party recordings are prohibited unless authorized by Wells Fargo.
- Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Req Number: R-513537