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Wells Fargo · 1 day ago

Senior lead marketing consultant

San Francisco, CA

Full-time

Hybrid

Senior Level, Lead/Staff

$139K/yr - $260K/yr

7+ years exp

Wells Fargo is seeking a Senior Lead Marketing Strategy Consultant within the Growth Marketing team to lead customer onboarding communications for new checking accounts. The role involves designing multi-channel programs that accelerate activation and set the foundation for customer retention, while leveraging CRM platforms and building data-driven experiments.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

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

Qualification

Lifecycle/CRM marketingData-driven experimentationCross-functional leadershipMarketing technology platformsAnalytics fluencyStakeholder managementCommunicationStrategic thinking

Required

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