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Strategist jobs at Navy Federal Credit Union - 944 jobs

  • VP of Finance & Strategy - Nonprofit (Hybrid)

    Lucile Packard Foundation for Children's Health 4.5company rating

    Palo Alto, CA jobs

    A nonprofit organization focused on child health is seeking a Vice President of Finance to provide strategic financial leadership. The successful candidate will oversee accounting, finance, and investment management while collaborating with senior leadership. The role requires a CPA, a strong background in financial leadership, and the ability to communicate complex financial issues effectively. A hybrid work model is offered, requiring on-site presence in Palo Alto, CA. #J-18808-Ljbffr
    $140k-206k yearly est. 2d ago
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  • Performance Marketing Manager

    Capcenter 4.2company rating

    Richmond, VA jobs

    CapCenter is a fast-growing DTC mortgage, realty, and insurance company headquartered in Richmond Virginia. We're transforming the home buying, selling, and financing experience by combining innovative technology with personalized service. We're seeking a Peformance Marketing Manager who can use financial modeling and performance analytics to plan, buy, and optimize media across traditional and digital channels. This role is ideal for a marketer who goes beyond short-term CPL optimization but can connect media investment decisions to long-term client value. Role Overview This role blends strategic media planning, buying, and optimization across paid social, streaming, radio, OOH, and display. You will manage and optimize media investment using NPV, payback period and conversion velocity modeling to inform channel mix, market allocation and flighting decisions. You'll partner with technology, analytics and marketing operations teams to ensure accurate tracking and attribution across the full funnel - connecting media exposure to downstream outcomes such as applications, closings, revenue and lifetime value. Insights from attribution and financial modeling will directly guide budget allocation and performance optimization. Media Strategy and Planning Develop full-funnel media plans aligned to acquisition and brand objectives. Use NPV modeling to guide channel selection, allocation, and market investments. Translate financial models into actionable media recommendations for leadership. Coordinate with creative teams to align messaging with paid media investments. Stay current on media trends, audience behavior, and platform innovation. Media Buying and Execution Plan and buy media across digital media (paid social, CTV, streaming audio, and display) and traditional media (print, terrestrial radio, outdoor, television). Use marketing analytics to drive campaign management and document changes. Negotiate rates, added value, and placements with media vendors and partners. Manage budgets, pacing, and vendor performance across all channels. Oversee trafficking, QA, and creative delivery to ensure flawless execution. Measurement, Attribution, and Performance Analytics Implement and manage click, conversion, and event tracking across channels. Ensure proper use of pixels, tags, utms, and SDKs to support accurate reporting. Measure media performance using attribution-aware KPIs such as CPL, CPA, ROAS, lead quality, conversion velocity, and NPV accounting channel conversions. Analyze results and deliver clear insights and recommendations to stakeholders. Use insights to inform payback models, channel mix, frequency, and sequencing Test new channels, formats, and tactics; document learnings and scale what works. Validate data quality and troubleshoot discrepancies across marketing platforms. Qualifications Bachelor's degree in business, Marketing, or related field. 5+ years of experience in media planning and buying. Excellent communication, organization, and vendor-management skills. Ability to interpret data in the context of offline conversions and long sales cycles. Experience using financial or performance models to guide media decisions. Experience implementing and working with attribution frameworks Experience with Meta Ads Manager, YouTube, and Planning Tools (Bionic or similar) Experience with click tracking, pixels, UTMs, and conversion APIs. Experience working with CRM platforms; HubSpot strongly preferred. Experience in mortgage, real estate, insurance, or financial services is a plus. Compensation and Benefits Health, dental, and vision insurance. 401(k) with company match. Paid time off and holidays. Professional development and growth opportunities.
    $83k-135k yearly est. 5d ago
  • Global Identity Risk VP - Lead Strategy & Growth

    Transunion 4.2company rating

    Chicago, IL jobs

    A leading data solutions company is seeking a VP Global Identity Solutions to lead the strategy and implementation of Identity products in their Global Fraud Solutions team. The role requires deep expertise in fraud management, strong leadership skills, and the ability to drive growth and innovation in identity risk solutions across a global market. The position offers a hybrid work environment and a comprehensive benefits package. #J-18808-Ljbffr
    $131k-197k yearly est. 3d ago
  • Global Identity Risk VP - Lead Strategy & Growth

    Transunion 4.2company rating

    Chicago, IL jobs

    A leading technology firm is seeking a VP Global Identity Solutions to lead the strategy and implementation of core identity products within their Global Fraud Solutions team. This role will focus on driving growth, managing P&L, and developing identity risk solutions globally. Candidates should have over 10 years of experience in fraud management and a strong background in product strategy. A hybrid work model is offered. #J-18808-Ljbffr
    $131k-197k yearly est. 1d ago
  • Senior Wealth & Portfolio Strategist

    Northern Trust Corp 4.6company rating

    San Francisco, CA jobs

    A leading financial institution is seeking a Sr. Portfolio Advisor in San Francisco to manage investment activities for high net worth clients. Responsibilities include developing and executing investment strategies, collaborating with client service teams, and maintaining stakeholder communication. The ideal candidate should have 8-12 years of investment experience, mastery of investment methodologies, and strong analytical skills. Competitive compensation is offered with a comprehensive benefits package including retirement plans and health coverage. #J-18808-Ljbffr
    $102k-141k yearly est. 1d ago
  • Growth Marketing Manager

    Julius 4.3company rating

    San Francisco, CA jobs

    What you will do: You will own growth initiatives to help scale Julius from 1 to 10 million users through rigorous, data‑driven experimentation. This includes leading the development and execution of our existing and exploration of new channels. You will lead efforts around audience targeting, messaging strategy, and creative production-ensuring the right message reaches the right customer, in the right channel. We're looking for someone who can think strategically and dive into tactical work. If you like both the numbers and creative side and you're all about experimentation, then this could be the perfect opportunity for you. Responsibilities Own and optimize paid search channels, as well as identify new growth levers Leverage data and analytics to refine bid strategies, optimize audience segmentation, and craft performance‑driven creative approaches. Drive A/B testing and experimentation to continuously refine ad creative, audience targeting, and bid strategies Constantly test, evaluate, and iterate on new growth channels, always guided by clear, actionable insights derived from data. Analyze conversion funnels to uncover drop‑off points, quantify potential opportunities, and prioritize growth experiments for maximum impact across acquisition, activation, adoption, and retention. Collaborate with eng to enhance and test landing page experiences and conversion paths Stay ahead of industry trends, platform innovations, and evolving consumer behaviors to drive continuous optimization What we're looking for: 2-3 years experience in a highly analytical growth marketing role, bonus if experience is at a product‑led tech company. Exceptional analytical skills, comfortable dissecting large data sets, identifying trends, and applying learnings directly to growth initiatives. Experimental mindset with a relentless focus on measurable outcomes, learning quickly from failure and rapidly iterating to success. Self‑starter with excellent project‑management skills and thrives in fast‑paced, ambiguous environments About Julius Location: San Francisco, CA 🌁 Type: Full Time Compensation: Competitive base salary and meaningful equity Benefits: Health & dental insurance, gym reimbursement, daily team lunches, 401(k) Julius AI is redefining data analysis by putting an AI‑powered analyst at knowledge workers' fingertips. We help teams make strategic decisions based on insights-not guesswork. Today, Julius writes over 4 million lines of code daily, serves 1 million+ users, and generates 10 million+ visualizations. Individuals and teams across finance, operations, marketing, data, and education use Julius to help them with their analysis. We're growing fast and looking for exceptional people to join us. We're a small but mighty team with experience from companies like Ramp, Uber, Microsoft, and Facebook. Julius has achieved significant revenue growth and is backed by industry‑leading investors and founders from Vercel, Notion, Perplexity, Palantir, Replit, Zapier, Intercom, Dropbox, as well as researchers from OpenAI and Google DeepMind. Join us to change the future of data‑driven decision‑making. #J-18808-Ljbffr
    $120k-167k yearly est. 4d ago
  • Growth Marketing Manager: Data-Driven Experiments & Scale

    Julius 4.3company rating

    San Francisco, CA jobs

    A cutting-edge AI firm in San Francisco is searching for a Growth Marketing Specialist to drive user acquisition through data-driven experimentation. You will manage paid search channels and leverage analytics to optimize audience targeting and creative strategies. The ideal candidate has 2-3 years of growth marketing experience and a strong analytical background. Enjoy competitive compensation and benefits in a fast-paced work environment focused on innovation and teamwork. #J-18808-Ljbffr
    $120k-167k yearly est. 4d ago
  • Fleet & Brand Owner Activation Marketing Manager, USAC

    3M Companies 4.6company rating

    Saint Paul, MN jobs

    Job Title Fleet & Brand Owner Activation Marketing Manager (USAC) Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers. This position provides an opportunity to transition from other private, public, government or military environments to a 3M career. The Impact You'll Make in this Role As a Fleet & Brand Owner Activation Marketing Manager, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by: Leading the development of marketing strategies and tactics aimed at generating demand for 3Ms graphics fleet solutions and brand owners. Implementing and optimizing online and offline lead generation campaigns in partnership with area and/or global channel, product and integrated marketing teams. Developing and executing a lead to revenue model in partnership with the graphics sales team. Support the development and commercialization of new fleet graphics solutions and brand owner graphics by providing insights on fleet manager and brand owner needs. Collaborate with area portfolio and marketing experience lab to lead development and implementation of USAC marketing plan. Identify, monitor, and report on key marketing KPIs to evaluate campaign performance and guide data‐driven decision‐making. Synthesize key market insights from various sources (e.g. industry KOLs, customers, sales team). Utilize this data to articulate USAC needs to various internal stakeholders. Your Skills and Expertise To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: Bachelor's degree or higher (completed and verified prior to start) Three (3) years of marketing and/or business development experience in a B2B environment in a private, public, government or military environment. Two (2) years experience working with electronic sales and data tools such as Power BI and SFDC. Additional qualifications that could help you succeed even further in this role include: Master's degree in business or marketing Strong analytics and communication skills Experience working in the graphics industry Location: Maplewood, MN or London, ON Travel: May include up to 20% domestic Relocation Assistance: May be authorized Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status). Supporting Your Well-being 3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope. Resources for You For more details on what happens before, during and after the interview process, check out the Insights for Candidates page at 3M.com/careers. Applicable to US Applicants Only:The expected compensation range for this position is $164,612 - $201,193, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: *************************************************************** Good Faith Posting Date Range 01/07/2026 To 02/06/2026 Or until filled All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/ 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law. Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly. 3M Global Terms of Use and Privacy Statement Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
    $164.6k-201.2k yearly 8d ago
  • VP, FP&A Strategy & Financial Planning

    Adams Street Partners 4.1company rating

    Chicago, IL jobs

    This is a popup dialog that overlays the main content of the page. The popup includes a search form to help you find the information you are seeking. Pressing the go back button or using the escape key will close the popup. This site and the materials herein are directed only to financial advisors or other investment professionals with clients that meet the requirements to participate in private market offerings (generally, an accredited investor, qualified client and/or qualified purchaser), and are not intended to be shown to the general public. I acknowledge that I am a financial advisor or investment professional and agree to the terms. For the best experience, we recommend that you use the latest version of Chrome, Internet Explorer, or Firefox. #J-18808-Ljbffr
    $147k-200k yearly est. 2d ago
  • VP, Trust & Family Office Strategy

    Goldman Sachs Group, Inc. 4.8company rating

    San Francisco, CA jobs

    A leading global investment firm is seeking a Trust Relationship Strategist in San Francisco to provide wealth management solutions for high net worth clients. The role requires a Bachelor's degree, a JD and/or MBA, and strong background in estate planning. Responsibilities include managing trust services, leading business development initiatives, and ensuring high-quality client service. The position offers competitive salary, with potential bonuses and comprehensive benefits, fostering a diverse and inclusive workplace. #J-18808-Ljbffr
    $131k-197k yearly est. 2d ago
  • VP, Retirement Marketing & Growth Strategy

    Goldman Sachs Group, Inc. 4.8company rating

    Chicago, IL jobs

    A leading global investment firm is seeking a Vice President for Retirement Marketing in Chicago, specializing in developing strategies to support business growth. The ideal candidate will have over 10 years of experience in retirement marketing with a strong track record and the ability to engage effectively across various stakeholders. This role offers a competitive salary range of $110,000-$230,000, along with discretionary bonuses and comprehensive benefits. #J-18808-Ljbffr
    $110k-230k yearly 4d ago
  • Demand Generation Marketing Manager

    Zip 4.7company rating

    San Francisco, CA jobs

    The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting‑edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role Zip is looking for an Demand Generation Marketing Manager to join our growing Corporate Marketing Organization. In this role, you will be the engine responsible for the end‑to‑end planning, flawless execution, and optimization of a high volume of third‑party sponsored events. This includes everything from large‑scale tradeshows with compelling booth activation to smaller, high‑value 1:1 executive meeting programs. You will work closely with cross‑functional teams to create compelling activations, thought leadership, and awareness to promote our campaigns effectively. The ideal candidate is a metric‑driven, disciplined professional who can bring a creative vision while leveraging meticulous attention to detail and excellent project management to ensure every initiative delivers the best possible ROI and pipeline contribution. You Will Supporting the planning, execution, and optimization of third‑party sponsored events to drive engagement, generate leads, and enhance our brand presence. Maintain project deliverables and timelines project management tools/planning, demonstrating hyper‑focused attention to detail to ensure flawless execution across numerous concurrent events. Own all event logistics and production, including vendor negotiation and management, contract review, budget adherence, and on‑site execution. Work with sales teams to identify best sales attendance, select contacts for on‑site meetings, and run pre‑event know‑before‑you‑go meetings. Develop and execute multi‑channel promotional campaigns (email, social media, website) to maximize attendance and engagement. Partner with Brand, Corporate, and Product Marketing to develop creative and engaging booth activations, customer stories, messaging, and event experiences that bring our brand story to life and ensure a high‑quality attendee experience. Partner with sales to ensure generated leads are routed correctly and worked by representatives both pre‑ and post‑campaign activation. Establish a centralized event reporting system, utilizing CRM and data reporting tools (e.g., Salesforce) to rigorously track event performance metrics-including MQL‑to‑SQL conversion, cost‑per‑lead (CPL), and pipeline influenced-to determine and prove event ROI. Create post‑event follow‑up strategies to nurture leads and convert attendees into customers via Marketo (marketing) and outreach (sales messaging). Provide support to the broader Field Marketing team as needed, leveraging event expertise to assist with regional or hosted event logistics. Qualifications 4+ years experience in event marketing. Proven experience in end‑to‑end event execution, specifically managing high‑volume sponsored event programs including major trade shows and targeted 1:1 meeting programs. Exceptional attention to detail and organizational skills; the ability to manage complex logistics for multiple projects simultaneously in a fast‑paced environment. A metric‑driven mindset with proven experience in analyzing event performance (CPL, ROI, pipeline attribution) and making data‑backed strategic recommendations. Demonstrated financial discipline, including budget ownership and skilled negotiation with vendors and venues. A creative with a passion for experiential activations and audience engagement. Excellent written and verbal communication skills - including copywriting. Experience in event management (third party, sponsored trade shows and events); preferably at a B2B company. Nice to Haves Experience in project management software, event marketing or management, and sales management tools: Asana, Salesforce, Marketo, webinar platforms, etc. The salary range for this role is $118,00 - $130,000. The salary for this position is determined based on a variety of job‑related factors that may include location, relevant experience, education, or particular skills and expertise. Perks & Benefits At Zip, we're committed to providing our employees with everything they need to do their best work. 📈 Start‑up equity 🦷 Full health, vision & dental coverage 🍽️ Catered lunches & dinners for SF employees 🚍 Commuter benefit 🚠 Team building events & happy hours 🌴 Flexible PTO 💻 Apple equipment plus home office budget 💸 401k plan We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you! #J-18808-Ljbffr
    $130k yearly 2d ago
  • Global Transportation & Energy Marketing Leader

    3M Companies 4.6company rating

    Saint Paul, MN jobs

    Job Title Global Transportation & Energy Marketing Leader Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important that you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies, and products, 3M is a place where you can collaborate with other curious, creative 3Mers. This position provides an opportunity to transition from other private, public, government or military experience to a 3M career. The Impact You'll Make in this Role As Global Transportation & Energy Marketing Leader within the Transportation and Electronics Business Group, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by: Building, leading, and inspiring the global Transportation & Energy Marketing Team. Leading 3Ms global marketing strategy for the Transportation & Energy verticals including brand story, messaging, positioning, content, digital, campaign, events, account-based marketing, channel marketing, and analyst engagement strategies. Develop compelling and differentiated messaging, value propositions and storylines that connect 3M's expertise, products and solutions for customers across Automotive, Commercial Vehicles, Rail, and Energy. Develop global marketing campaigns to drive awareness and demand for 3M products and solutions. Drive product and customer stories with an industry lens and ensure they are delivered through industry-specific digital channels, campaigns, analysts, press, events and 3M executives. Use market insights and competitive analysis to shape our sales, go-to-market, and industry marketing approach. Develop and deliver impactful sales tools for 3M sellers. Develop, support, and deliver keynotes and panels across industry conferences and tradeshows. Drive execution of our global marketing strategy by collaborating with Marketing Center and Area teams. Work with our channel and distribution marketing teams on industry aligned channel marketing strategies. Build and maintain relationships with executives, customers and industry analysts. Your Skills and Expertise To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: * Bachelor's degree in Marketing, Communications, Business Administration (completed and verified prior to start). * Ten (10) years' combined experience in Industry Marketing, Product Marketing, Business Development, and/or Business Management in a private, public, government or military environment Additional qualifications that could help you succeed even further in this role include: MBA from an accredited institution. Strong track record of collaboration and cross-functional teamwork. Strong analytical skills and ability to interpret data and drive decisions. Excellent presentation and communication skills. Experience in an Industrial/Manufacturing or Material Science company serving customers across transportation or Energy industries is a plus. Work location: * This role follows an on-site working model, requiring the employee to work at least four days a week at the 3M Center in Maplewood, MN or Livonia, MI Travel: May include up to 25% domestic/international Relocation Assistance: May be authorized Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status). Supporting Your Well-being 3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope. Chat with Max For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers. Applicable to US Applicants Only:The expected compensation range for this position is $228,040 - $278,715, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: *************************************************************** Good Faith Posting Date Range 11/18/2025 To 12/18/2025 Or until filled All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/ 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law. Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly. 3M Global Terms of Use and Privacy Statement Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
    $85k-115k yearly est. 8d ago
  • Private Banker VP: Wealth Strategy & Growth

    Jpmorgan Chase & Co 4.8company rating

    Palo Alto, CA jobs

    A leading financial services firm in Palo Alto seeks a Private Banker to manage client relationships and provide personalized wealth management advice. The role requires over six years of experience in Private Banking and a Bachelor's Degree. Key responsibilities include advising clients on their financial needs and generating new business. Applicants also need Series 7, 66, and Insurance licenses. This position offers a collaborative environment with ample opportunities for career growth. #J-18808-Ljbffr
    $141k-187k yearly est. 3d ago
  • VP, CRE Portfolio Strategy & Underwriting

    Associated Bank 4.6company rating

    Illinois jobs

    A leading financial institution in Illinois is seeking a Commercial Real Estate Portfolio Manager - VP to manage underwriting and client relationships. The ideal candidate has over 4 years of experience in commercial real estate and credit analysis. Responsibilities include analyzing loan performance and partnering with clients. This role offers a competitive salary, benefits, and professional development opportunities. #J-18808-Ljbffr
    $101k-140k yearly est. 1d ago
  • Private Banking VP: Wealth Strategy & Growth

    Jpmorgan Chase & Co 4.8company rating

    Summit, NJ jobs

    A leading financial services institution is looking for a Private Banker to join their U.S. Private Bank team in Summit, New Jersey. The ideal candidate will have over seven years of experience in financial services and possess strong skills in client relationship management and investment strategies. This role requires a bachelor's degree and relevant licenses, focusing on providing exceptional service and generating new business. The candidate will work collaboratively within a dynamic team to meet diverse client needs. #J-18808-Ljbffr
    $122k-158k yearly est. 3d ago
  • Vice President, Private Banking & Wealth Strategy

    Jpmorgan Chase & Co 4.8company rating

    Chicago, IL jobs

    A leading financial institution is seeking an experienced Private Banker to manage and advise clients on wealth building and preservation. The ideal candidate will have over six years in Private Banking or Financial Services and a strong focus on client experience. Responsibilities include client relationship management, new asset generation, and advising on all aspects of clients' balance sheets. Candidates should have a Bachelor's Degree and necessary licenses, with opportunities for professional growth within a collaborative team environment. #J-18808-Ljbffr
    $114k-147k yearly est. 2d ago
  • Product Marketing Strategist (Hybrid)

    Securian 3.7company rating

    Saint Paul, MN jobs

    We are seeking a dynamic and articulate communicator to join our product marketing team to support senior leadership and sales professionals ensuring that Securian Financial has a strong voice in the marketplace. This role requires a blend of creativity and analytical skills, with a focus on delivering clear and impactful messages across various channels. If you are passionate about top-of-funnel marketing strategy and have a proven ability to drive compelling content strategy that resonates with diverse audiences, we encourage you to apply for this exciting opportunity. In this role you would: - Strategize, plan, and execute omni-channel, multi-tactic marketing campaigns to, or in support of, high-value strategic and enrollment partners. - Partner with the business to execute compelling brand experiences at industry conferences. - Develop and deliver compelling content strategy to drive earned media to grow category awareness, engagement, and consideration metrics aligned to the category Including: Mature thought leadership strategy Drive proprietary research that solicits engagement Advance associate organic social media to build category awareness Maintain content-rich owned channels like Securian.com, case studies, and email. Qualifications: Outstanding organizational and planning skills Ability to work in a deadline-driven environment of multiple projects and quick turn-around requirements Strong communication (verbal and written) and presentation skills Ability to manage multiple projects and competing deadlines Ability to understand internal and external audiences and communication channels Knowledge of basic design principles Requirements: 4-year degree in corporate communications, marketing, public relations or related field or equivalent experience 5+ years of experience in solutions/product marketing, corporate communications, financial communications preferred Excellent written and verbal communication skills with the ability to craft clear and concise messages for different audiences Ability to translate complex information into easily understandable language Exceptional skills managing internal clients Proficiency in Microsoft Suite (Word, PowerPoint, Excel, etc.) *Internal Securian Financial job title for this position is Solutions Marketing Consultant Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. This position requires you to live within a commutable distance (90 minutes) of our Home Office in St. Paul, MN. You'll join us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules. The estimated base pay range for this job is: $69,500.00 - $129,000.00 Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team. Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here: Paid time off: We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian. Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave. Holidays: Securian provides nine company paid holidays. Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service. Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage. Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you. Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including: Mental Wellness and Disability Pride at Securian Financial Securian Young Professionals Network Securian Multicultural Network Securian Women and Allies Network Servicemember Associate Resource Group For more information regarding Securian's benefits, please review our Benefits page. This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions. Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY). To view our privacy statement click here To view our legal statement click here
    $69.5k-129k yearly 5d ago
  • Head of Marketing Innovation & AI Strategy

    Escalon Services, Inc. 4.1company rating

    Chicago, IL jobs

    What You'll Do: Escalon is seeking a Head of Marketing, an entrepreneurial, full‑time marketing leader who will define and scale the company's brand, product marketing, and go‑to‑market strategy. Reporting directly to the CEO, this leader will serve as the connective tissue between strategy, data, and storytelling, thereby unifying Escalon's brand voice, optimizing demand generation, and positioning Escalon for its next stage of growth. This is a top‑tier leadership role with equity potential and the opportunity to evolve into a CMO position. This role is ideal for someone who thrives in a fast‑growing, evolving environment and wants to architect the next stage of growth. Strategic Leadership Define and lead Escalon's marketing vision, embedding data, analytics, and AI-informed insights into every touchpoint. Build and lead Escalon's marketing strategy from the ground up, focusing on scalable programs that address multiple growth channels. Identify and implement innovative marketing technologies to improve personalization, customer insights, and ROI. Design and test go‑to‑market strategies across three primary new business growth areas: acquiring new startups and early‑stage businesses with no structured back office, companies that insource with employees, and converting clients from competitors. Design and test go‑to‑market strategies for upsell and cross‑sell of additional services to current Escalon clients. Unify Escalon's brand voice and ensure consistency across digital, social, and client‑facing platforms. Establish a clear, differentiated brand narrative that reflects Escalon's value proposition and tone of voice while resolving existing conflicting messages. Partner with the CEO and executive leadership to align marketing objectives with business growth and revenue targets. AI & Data-Driven Marketing Leverage advanced AI technologies and marketing analytics, automation, and MarTech tools to increase ROI and performance. Develop predictive and data-informed models to optimize demand generation, CAC, and LTV. Stay ahead of emerging AI trends and ensure the organization is at the forefront of data, AI, and personalization. Digital Marketing Execution Drive the development and execution of integrated digital campaigns (SEO, SEM, social, email, programmatic, content, etc.). Optimize customer journeys and digital touchpoints using AI-enabled tools. Design and publish marketing performance dashboards and communicate insights to stakeholders. Team Leadership & Collaboration Lead, mentor, and evolve a small but growing team of internal and contract marketing professionals. Collaborate cross-functionally with Sales, Product, Data, and Operations teams to drive an integrated go‑to‑market motion. Build relationships with key external partners, agencies, and technology vendors; provide clear direction to current contractors, ensuring alignment, prioritization, and accountability. Champion a best-in-class candidate and customer experience across all Escalon touchpoints. DAY-TO-DAY Create and build Escalon's B2B marketing roadmap from a foundational level, defining the strategy and structure needed to support near- and long-term growth. Own content creation for the organization and oversee its execution across all channels. Evolve and maintain branding, website and all external communications in a manner that increases engagement and awareness. Develop demand generation campaigns to drive revenue. Develop a sales funnel to optimize MQLs, SQLs and conversion rates. Develop and be accountable to annual marketing goals, KPIs and strategies for lead generation, customer acquisition and retention. Build and own the marketing budget to ensure real-time understanding of spend and allocating resources for maximum ROI. Continuously evaluate the market landscape to identify and capitalize on new opportunities, whether from under-served startups, dissatisfied competitor clients, or companies using insourced solutions. Must Haves 12+ years of B2B Marketing experience, ideally in SaaS, FinTech, or technology-enabled services. Bachelor's degree in related field. Strong expertise in product marketing, brand strategy, and demand generation. Experience building a B2B marketing function and/or strategy from very early stages; not inheriting and optimizing existing systems. Experience targeting SMB clients, ideally in the software/tech industry. Deep understanding of analytics and MarTech tools. Demonstrated ability to lead both strategic vision and hands‑on execution. Must be ambitious, competitive, a driven, but a humble and hands‑on team player. A track record of building and developing high-performing, effective programs and teams. Executive-level communication and presentation skills. Nice to Haves Master's degree preferred. Experience in tech-enabled professional services or high-growth startup environments. Familiarity with go-to-market engineering, AI-driven marketing, and predictive analytics. Why You'll Enjoy Working at Escalon Medical, Dental and Vision options. Life and Disability. STD/LTD. 9 Paid holidays each year. Flexible PTO. 401K Retirement Plan. Incentive compensation. Escalon is an equal opportunity/affirmative action employer. About Escalon Escalon Services is a Business Process Management (BPM) company that provides Essential Business Services (EBS) through a tech-enabled platform to small- and medium-sized businesses (SMBs) and startups. The company enables its clients to spend less time on back‑office functions and provides the value and insight that enables clients to spend more time focusing on delivering value and moving their businesses forward. With a US-based remote workforce and global delivery team in India, Escalon's solution fills a widening service gap in the SMB market. For more information on Escalon: ************************* #J-18808-Ljbffr
    $113k-179k yearly est. 3d ago
  • Equity Derivatives Investment Strategist

    Capital Group 4.4company rating

    East Los Angeles, CA jobs

    "I can succeed as a Equity Investment Strategist at Capital Group" Role summary: The Investment Strategist will work closely with the Investment Group to help shape and influence the use of derivatives in CG's investment portfolios. The role will work directly with Portfolio Managers to look at risk and consider how best to manage it. Focus of the role will involve derivative usage considerations across different currencies and products, and the creation of new analysis to support market themes. The Investment Strategist will act as subject matter expert and proactive educator of derivatives internally and will also regularly liaise between the Investment Group and other functions such as Operations, Legal, Compliance, and Risk for special projects. "I am the person Capital Group is looking for" You work directly with Portfolio Managers to look at risk and consider how best to manage it. Focus of the role will involve derivative usage considerations across different currencies and products, and the creation of new analysis to support market themes. Utilize derivatives to support the setup of equitization and hedging overlays and strategies to drive more efficient investments and market views for Portfolio Managers. You act as subject matter expert and proactive educator of derivatives internally. Stay abreast of external key derivative trends and act as a subject matter expert. Educate internal shareholders by developing derivative education materials and lead office workshops across the organization. Conduct rigorous analyses. Propose and recommend new products based on diligent market research and understanding. You regularly liaise between the Investment Group and other functions such as Operations, Legal, Compliance, and Risk for special projects. Partner closely with Portfolio Strategists and bring an ability to collaborate and develop relationships inside and outside the organization that enable effective completion of business objectives. Work seamlessly with investors to help them build fluency with internal teams such as Operations, Legal, Compliance, and Risk to support their objectives and ensure the effective dissemination of derivative related information. Skills/qualifications: You should have 5-10 years of equity derivative market experience. You have previously work experience within Equity Derivative Sales, Equity Derivative Trading and or Equity Derivative Risk is preferred. You demonstrate intellectual curiosity and analytical skills in areas of high complexity. You demonstrate the ability to collaborate and work effectively as part of a team. You demonstrate the ability to identify, assess, respond to and escalate risks or potential risks encountered through day-to-day activities. You demonstrate effective written and oral communication skills with a diverse group of associates and senior business leaders. You demonstrate initiative by identifying issues and recommending solutions. You demonstrate sound judgment in resolving matters of high complexity. You exhibit knowledge in current and possible future policies, practices, trends, technology and information affecting the department/business area. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here. * Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
    $111k-157k yearly est. 3d ago

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