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EverBank · 3 days ago

Marketing Transformation & Strategic Initiatives Leader

Irvine, CA

Full-time

Onsite

Senior Level, Lead/Staff

$175K/yr - $236K/yr

8+ years exp

EverBank is a nationwide specialty bank providing high-value products and services to consumer and commercial clients. The Head of Marketing Transformation and Strategic Initiatives leads strategic planning and drives transformation initiatives for the Marketing organization, focusing on creating a data-driven, performance-oriented marketing model.

FinanceFinancial Services

Responsibilities

Serves as the funnel health expert, analyzing performance, identifying leakage points, and driving alignment on corrective actions with IT, Digital, Sales Operations, and other stakeholders

Defines and leads a multi-year marketing transformation roadmap, transitioning to performance and outcomes (growth, customer acquisition cost, customer lifetime value, conversion) with clear milestones, dependencies, and value cases

Delivers executive-ready communications, including business cases, goal progress, key performance indicators (KPI) scorecards, risk assessments, and quarterly performance reviews

Manages budgets and coordinates annual and multi-year financial planning

Operationalizes AI and machine learning (ML) use cases (audience discovery, propensity scoring, offer optimization, channel selection, send-time optimization, creative variants, next-best-action) with robust MLOps and model governance

Institutionalizes a test-and-learn culture, including A/B, multivariate, and incrementality testing, with standardized hypotheses, design, guardrails, and post-test readouts

Drives alignment and decision-making across Change Management Office, Chief Information Office/Chief Technology Office, Head of Digital, Head of Deposit Products, and Compliance

Qualification

Marketing transformationDigital marketingAIMachine learningMarketing technology stackFinancial services experiencePerformance marketingStrategic systems thinkerExecutive communicationCross-functional alignmentTest-Learn culture

Required

8+ years in marketing leadership roles spanning digital marketing, growth/performance marketing, or marketing operations

Experience in the financial services industry specifically leading or supporting marketing for a direct digital bank

Tenured experience leading large-scale marketing transformation or strategic initiatives in financial services leading deposits as a marketing solution

Hands-on experience working with modern Marketing technology stacks with a track record for standing up or modernizing a marketing technology stack

Strategic systems thinker with operational rigor—able to translate vision into executable programs with measurable value

Experience designing marketing operating models (RACI, funding, talent, vendor ecosystem) to support performance marketing within a regulated environment

University (Degree) Preferred

8+ Years Required

Preferred

10+ years in marketing leadership roles spanning digital marketing, growth/performance marketing, or marketing operations

Experience with deposit products and deposit marketing

Proven success building cross-functional alignment and decision-making with IT/CTO, Digital, Product, Sales Ops, Compliance, and Change Management Offices

Strong executive communication skills—able to deliver crisp business cases, KPI scorecards, risk assessments, and quarterly performance reviews to senior leadership

10+ Years Preferred