Chief Marketing & Digital Officer, Filene (Dallas, TX or Denver, CO)

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Location: This role is open to candidates in the Dallas, TX or Denver, CO area. Filene Research Institute is seeking a senior marketing and digital leader to guide the next phase of our growth and member engagement. Reporting to the CEO, this executive will lead Filene's marketing, digital experience, and audience growth strategy, ensuring our research, insights, and programs reach and resonate with credit union leaders through modern, high-impact digital channels. Filene is evolving from an organization known primarily for publishing world-class research into one that delivers that insights through exceptional digital experiences. The Chief Marketing & Digital Officer (CMDO) will lead this transformation, shaping a cohesive strategy that integrates brand, marketing, digital product development, data infrastructure, and AI-powered member experiences. This leader will oversee the Marketing team and work closely with the executive leadership team to align marketing, digital platforms, and audience engagement with the organization's strategic priorities. The role blends strategic leadership with hands-on execution and requires someone comfortable operating in a lean organization where digital is treated as a product and marketing is driven by data and a true player/coach who can set direction and drive results. Role Responsibilities Marketing Strategy & Leadership Set and lead Filene's overall marketing and audience growth strategy, aligned with the organization's mission, research agenda, and strategic priorities. Translate Filene's research and insights into compelling, accessible content and experiences that drive member engagement and industry influence. Continue to shift our marketing approach from product-based to needs-based storytelling, with measurable impact and ROI. Lead events strategy and execution including pre-, during-, and post-event activities to maximize return on investment. Identify opportunities to expand Filene's reach and visibility through partnerships, media, and public relations. Oversee analytics implementation and reporting, translating data into decisions and communicating digital performance to leadership clearly and consistently. Provide day-to-day leadership for the Marketing team, coaching and developing team members while ensuring high performance and alignment with organizational goals. Digital Member Experience Own the end-to-end digital member experience across web, mobile, and AI-powered platforms from first interaction through ongoing engagement and renewal. Lead the evolution of Filene.org as a digital product: a research delivery platform, engagement hub, and lead-generation engine. Define and implement a best-in-class digital experience for a membership-driven research organization. Design and optimize digital journeys across audience segments so members encounter the right insights, tools, and experiences at the right time. Champion UX/UI excellence and establish web design standards across Filene's digital ecosystem. Ensure Filene's research and insights are discoverable through SEO, GEO, and other AI-driven search environments. Use digital analytics, experimentation, and behavioral data to continuously improve engagement and conversion across member touchpoints. AI & Emerging Technologies Lead the development and evolution of AI-powered experiences, including the launch of Ask Filene, a conversational interface for delivering research insights. Evaluate AI vendors, platforms, and solutions; guide build-versus-buy decisions. Identify opportunities to apply AI and automation to improve content discovery, personalization, and member engagement. Stay current on emerging technologies and bring practical, strategic recommendations to leadership. CRM, Data & Marketing Technology Lead the development of Filene's marketing technology ecosystem, including CRM, analytics, and marketing automation platforms. Ensure systems integrate website behavior, email engagement, event participation, and membership data to create a unified view of each member. Develop lead lists and nurture campaigns; drive automation through CRM capability. Partner with the Sales team on go-to-market execution, delivering scored lead lists, marketing collateral, and campaigns that drive revenue. Advance data-driven marketing practices through improved audience segmentation, reporting, and experimentation. General & Administrative Model Filene Credo and play a key role in maintaining the culture of the organization through personal and cross-functional accountabilities. Demonstrate visible, values-driven leadership that inspires trust, motivates teams, and develops future leaders while fostering collaboration and accountability across the enterprise. Actively support the achievement of Filene's strategic objectives, plan, budget, and metrics in a manner consistent with Filene’s mission, values, and brand. Provide extraordinary service to Filene’s staff, members, and stakeholders. Understand and engage in Filene’s complete body of work including research and advisory programs to connect member needs with Filene solutions that can best meet those needs. Prioritize and manage workload across several projects simultaneously, demonstrating the ability to shift gears when necessary to meet key deadlines. The statements above are not intended to be all-inclusive and other duties will be assigned as needed. Role Requirements Bachelor’s degree required; Master’s degree in business or related field preferred. 10+ years of progressive leadership experience in marketing, digital strategy, or digital product development, including senior roles such as CMO, VP of Marketing, Head of Digital, or equivalent. Demonstrated success leading digital transformation initiatives that integrate marketing, technology, data, and user experience. Strong expertise in digital marketing, customer journeys, and audience engagement across web, email, search, and social channels. Technical fluency across modern marketing platforms, including HubSpot, Salesforce, CMS, and CRM systems; experience designing and executing nurture campaigns. Experience selecting and implementing CRM or marketing technology platforms and integrating them with digital experiences. Proven ability to lead cross-functional teams and manage external vendors, agencies, and technology partners. Strong data orientation with experience using analytics, testing, and behavioral insights to drive marketing and product decisions. Exceptional communicator who can present a digital vision to executive leadership, demo working products, and rally cross-functional teams around a shared direction. Self-directed, resourceful, and comfortable operating in a lean organization where you own both strategy and execution. Experience in membership organizations, think tanks, research/publishing, nonprofit organizations, credit unions or financial services preferred. Intellectually curious about credit unions and their members. Enjoy working in a “think tank” environment where ideation, continually embracing change, being restless with the status quo and seeking reinvention is part of the culture. A passion for purpose and precision – including the details. If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process. Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. Base Salary Range: $128,500.00 - $239,000.00 At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important. Accommodation request TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department. We’re on a mission to make a brighter financial future accessible to everyone. Dedicated to helping more people — in more ways — make confident financial decisions at every stage. And we’re committed to delivering on this belief, together. Creating opportunities beside our partners, members of our communities and our employees.