General Management Consultant – Marketing Technology Strategy (Banking)
Engagement Type: Contract / Project-Based
Duration: 10 Weeks (Full-Time)
Location: Remote
Industry: Banking & Financial Services
Position Overview
We are seeking an experienced General Management Consultant with a strong Marketing Technology (MarTech) background to support a strategic initiative for a leading banking organization. This consultant will partner with business and marketing leaders to develop a direct-to-consumer growth strategy focused on identifying, targeting, and converting new prospects across Retail Banking, Credit Cards, and Wealth Services.
The ideal candidate combines management consulting rigor with hands-on experience in customer acquisition, customer segmentation, marketing technology, and growth strategy. This individual will assess current-state capabilities, identify opportunities to improve prospect acquisition performance, and develop actionable recommendations that can be operationalized by business and marketing teams.
Key Responsibilities
Strategy Development
- Develop a comprehensive direct-to-consumer prospecting strategy across Retail Banking, Credit Cards, and Wealth Services.
- Evaluate existing customer acquisition approaches and identify opportunities to improve prospect targeting, engagement, and conversion.
- Assess customer journey and funnel performance to identify acquisition gaps and growth opportunities.
- Conduct market, competitor, and industry analyses to inform strategic recommendations.
Marketing Technology & Analytics
- Evaluate current MarTech capabilities, customer data utilization, and digital marketing effectiveness.
- Identify opportunities to leverage customer data, segmentation, personalization, and marketing automation platforms.
- Recommend enhancements to audience targeting, campaign orchestration, lead generation, and conversion optimization processes.
- Partner with stakeholders to align technology capabilities with growth objectives.
Stakeholder Engagement
- Facilitate workshops and strategy sessions with executive and business stakeholders.
- Present findings, recommendations, and implementation roadmaps to senior leadership.
- Collaborate with marketing, analytics, digital, product, and customer experience teams.
Deliverables
- Current-state assessment and findings.
- Customer acquisition opportunity analysis.
- Target audience and segmentation strategy.
- Direct-to-consumer prospecting strategy.
- MarTech and data capability recommendations.
- Executive-level presentation and implementation roadmap.
Required Qualifications
- Bachelor's degree required; MBA preferred.
- 5+ years of management consulting experience.
- Experience supporting strategic growth, customer acquisition, or go-to-market initiatives.
- Strong understanding of marketing technology ecosystems, customer acquisition strategies, and digital marketing channels.
- Experience developing executive-level presentations and strategic recommendations.
- Exceptional analytical, problem-solving, and communication skills.
- Ability to work independently in a remote consulting environment and manage multiple stakeholders.
- Experience serving banking, financial services, fintech, credit card, wealth management, or consumer financial services clients.
- Expertise in customer segmentation, CRM strategy, MarTech platforms, digital acquisition, customer lifecycle management, and marketing analytics.
Preferred Qualifications
- Experience at a Tier 1 or Tier 2 consulting firm (e.g., McKinsey, Bain, BCG, Oliver Wyman, Kearney, Strategy&, LEK, EY-Parthenon, etc.).
- Experience within Big Four strategy or consulting practices (e.g., Accenture Strategy, Deloitte Consulting, PwC Strategy&, EY-Parthenon, KPMG Strategy).
Ideal Candidate Profile
The successful consultant will bring a blend of strategic thinking, banking industry knowledge, and marketing technology expertise. They should be comfortable working directly with executives, synthesizing complex information into actionable recommendations, and developing practical strategies that drive measurable customer acquisition growth.
This is a high-impact opportunity for a consultant who thrives at the intersection of business strategy, customer growth, and marketing technology transformation.
Pay: $125.00 - $150.00 per hour
Application Question(s):
- Have you ever led, or participated in a strategic initiative in the MarTech space?
Education:
Work Location: Remote
