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Wells Fargo is seeking a Senior Lead Marketing Strategy Consultant within the Growth Marketing team to lead customer onboarding communications for new checking accounts. You will own the early tenure onboarding journey, designing multi‑channel programs that accelerate activation (funding, debit, direct deposit, mobile banking, alerts, paperless) and set the foundation for primacy and retention. You’ll leverage CRM platforms, build data‑driven experiments, and ensure compliance across all channels.
Job Responsibility:
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
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
Requirements:
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
Nice to have:
Previous experience developing and executing lifecycle/CRM marketing within financial services
ownership of onboarding/activation programs
Strong experimentation skill set and analytics fluency
experience partnering with data science on attribution and reporting
Demonstrated success leading cross‑functional work in regulated environments
Excellent communication and stakeholder management skills to influence and align cross-functional teams
Ability to think strategically and execute tactically in a fast-paced, results-driven environment
Familiarity with marketing technology platforms, CRM systems, and compliance considerations for incentive programs
What we offer:
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance