Head of Marketing - Financial Services

Position: Head of Marketing - Financial Services Location: Remote, WI Job Id: 1287 # of Openings: 1 Head of Marketing - Financial Services At Colibri Group, culture is a critical part of our collective success, and we live our values everyday: Love, Joy, Boldness, Teamwork, and Curiosity. These values guide our interactions with each other, our customers, and the community. Position Overview The Head of Marketing will create and lead the marketing strategy for Colibri’s Financial Services Ecosystem and current brands OnCourse Learning, STC, XCEL, and Learn Mortgage. The Financial Services Ecosystem provides professional education (exam preparation, pre‑licensure, continuing education and skills/role advancement for financial professionals, currently focused on securities, insurance, mortgage, banking and credit union markets. The collective brands within Financial Services each have a reputation for best‑in‑class learning experiences and serve a range of professionals from individual students to the largest securities, mortgage, insurance and banking institutions in the US. This role will be accountable for and lead omni‑channel marketing to profitably attract customers (acquisition/retention) and increase customer lifecycle value.The ideal candidate is a hands‑on marketer with a track record of driving profitable growth in direct‑to‑consumer and business‑to‑business markets through online and offline channels, including SEM, email, direct mail, content marketing, social media, events, and news media. While the role demands the sensibility of a brand marketer, a deep skill set in marketing metrics and customer data analytics are a must to be successful in this role. In addition, e‑commerce and B2B experience expertise will set the candidate apart. The ability to build a team and lead data‑driven strategic transformation of the business is critical. The Head of Marketing will also be responsible for leading a strategy of brand consolidation and rationalization across the portfolio to increase awareness and improve brand equity. The Head of Marketing will also have direct accountability for adapting the Colibri brand story, mission, and vision to drive growth of financial education solutions. Experience in marketing service products, education products, membership and loyalty programs is required. Reporting to the President of the Financial Services Ecosystem, this marketing leader will play a key role across the organization. Position Requirements & Major Responsibilities As a key leader on the Financial Services executive team, create and drive marketing strategy and programs that propel the business forward Develop customer segmentation for the ecosystem and nurture a deep understanding of the ecosystem customers and prospects, industry factors, and competitive environment Identify and target customer and prospect populations with omni-channel marketing campaigns that meet revenue targets and contribution margin targets Identify new products and markets to fuel future growth and diversify the revenue of the business Monitor and communicate market trends Own B2C Revenue for the Financial Services ecosystem, budget, forecast, and influence outcomes Analyze customer data, and generate actionable insights, that improve the customer experience, drive customer acquisition and retention, and increase wallet share and AOV Analyze marketing campaign performance data, and generate insights, to optimize future campaigns Continually design and run well-structured market tests on pricing, offers, channels, messaging and communication flows Prepare and present monthly, quarterly, and annual performance presentations to keep the executive team informed of progress Set high standards for development, execution and optimization of cross-channel marketing campaigns Oversee day to day marketing activities, including: Annual budget development and monthly variance reporting Data driven approach to effective measurements that monitor performance Competitor landscape B2B Marketing Website management Email direct marketing Print direct marketing PPC Performance marketing analytics Database analytics Build a high-performing marketing team, including performance management and professional development Qualifications 10+ years of marketing experience including 5+ years experience at Executive Director or Vice President level 5+ years of experience leading and managing a team 5+ years of Direct-to-consumer marketing experience 5+ years of Business-to-Business marketing experience 5+ years of strategy development experience History of CRM development and management Effective MQL production for B2B channel Ability to travel 25% of the time Ability to support processes, strategically enhance use, and partner with sales teams in Salesforce is essential. Ecommerce and hands on Google Analytics experience essential Tech stack experience with Eloqua, Hubspot, Magento ecommerce knowledge preferred Highly adept at extracting insights from data and leading others in data-driven decision-making; demonstrable experience presenting recommendations in a clear and concise way that effectively “tells a story" with data Online and offline virtuoso: deep, hands‑on experience with digital media, including SEM, display, social, email and affiliate channels, and also print direct marketing Deep understanding of A/B and multivariate testing, user segmentation and reporting processes Experience setting a vision and strategy that leverages full value from marketing automation processes and tools such as HubSpot Detail-oriented with the ability to manage projects from inception through execution Exceptional organization and staff management skills Bachelor’s degree in marketing or equivalent required, MBA preferred About Colibri Group Colibri Group is building the future of professional education. Headquartered in St. Louis, Missouri, Colibri Group is one of the pioneers of online professional education, introducing some of the first web‑based professional education courses in 2001. Students and professionals start and advance their careers through the company’s online and in‑person learning solutions for licensing, continuing education, test preparation and professional development. Today, we proudly serve over one million customers each year and employ more than 900 mission‑aligned professionals. Our family of brands are the leading online professional education platforms in their respective end‑markets. We provide a holistic learning experience for students and professionals to achieve more and thrive throughout their careers in real estate, financial services, teacher education, healthcare, valuation and property services, accounting, among other professions. Visit for more information. Colibri Group is an equal opportunity employer that is committed to diversity and inclusion in the workplace. Colibri Group prohibits discrimination and harassment of any kind based on race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other status protected under federal, state, or local law. #J-18808-Ljbffr