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Marketing Strategy Senior Associate-Consumer Bank Refer-a-Friend lead

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 11 days ago

No clicks

**Marketing Strategy Senior Associate - Consumer Bank Refer-a-Friend Lead responsibilities**: Steer a modern referral program across Consumer Banking, designing a new end-to-end referral engine to scale profitable new-to-bank acquisition and strengthen primary bank relationships. Key tasks include owning the enterprise referral strategy, managing tests, optimizing incentives, expanding channels, and monitoring KPIs. **Desired experience**: 7+ years in marketing strategy, building and scaling customer programs, leveraging offers/incentives, and utilizing strong analytical skills. **Location**: Columbus, OH. **Tools**: Excel, PowerPoint. **Preferred experience**: Financial services or referral program design expertise.

Compensation
Not specified USD

Currency: $ (USD)

City
Columbus
Country
United States

Full Job Description

Location: Columbus, OH, United States

The Refer-a-Friend strategic lead will be accountable for building and scaling a modern referral program across Consumer Banking. 

As a Marketing Strategy Senior Associate -Refer-a-Friend lead on the Consumer Bank team, you will design a brand-new, end-to-end referral engine modernizing our go-to-market strategy and roadmap across customer experience, incentives, channel expansion, and activation to scale profitable new-to-bank acquisition and deepen primary bank relationships. You will lead the Refer-a-Friend strategy, accountable for building and scaling a modern referral program across Consumer Banking. You will design a brand-new, end-to-end referral engine modernizing our go-to-market strategy and roadmap across customer experience, incentives, channel expansion, and activation to scale profitable new-to-bank acquisition and deepen primary bank relationships.

Job Responsibilities 

  • Own the enterprise referral strategy across products and journeys, including vision, operating model, and prioritized roadmap
  • Develop an always-on test-and-learn plan: define hypotheses, launch pilots, measure incrementality, and scale winners
  • Design and optimize incentive structures (customer and product-level), including eligibility rules and profitability guardrails in partnership with Finance and Analytics
  • Launch new and existing channel growth across digital and offline touchpoints (e.g., app/web, email, branch, paid), aligning targeting, creative, and measurement
  • Navigate a highly matrixed organization and partner closely with Product, Customer Experience, Technology, Analytics, Channel owners, and Finance to build roadmap consensus on go-to-market plans 
  • Establish and monitor program KPIs (e.g., acquisition, conversion, engagement) and deliver regular performance narratives to senior stakeholders
  • Serve as a persuasive thought leaderaligning stakeholders, resolving tradeoffs, and influencing decisions in a matrixed organization

 

Required qualifications, capabilities, and skills

  • 7+ years of experience in marketing, growth, or lifecycle strategy in a multi-channel environment
  • Demonstrated experience building and scaling customer programs that involve offers/incentives and rigorous measurement (testing, attribution/incrementality, KPI management)
  • Strong analytical and strategic problem-solving skills; ability to translate data into decisions and roadmap priorities
  • Proven ability to lead through influence in a matrixed organization; strong executive communication skills
  • Is vigorous and thorough in their management of details; proven ability to take initiative
  • Proficiency with Excel and PowerPoint

 

 

Preferred qualifications, capabilities, and skills:

  • Financial services experience and/or loyalty, referral, or incentive program design experience a plus

 

Build and scale a Consumer Banking referral engine to win profitable new customers and deepen primary bank relationships.

Marketing Strategy Senior Associate-Consumer Bank Refer-a-Friend lead

Compensation

Not specified USD

City: Columbus

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

11 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Marketing Strategy Senior Associate - Consumer Bank Refer-a-Friend Lead responsibilities**: Steer a modern referral program across Consumer Banking, designing a new end-to-end referral engine to scale profitable new-to-bank acquisition and strengthen primary bank relationships. Key tasks include owning the enterprise referral strategy, managing tests, optimizing incentives, expanding channels, and monitoring KPIs. **Desired experience**: 7+ years in marketing strategy, building and scaling customer programs, leveraging offers/incentives, and utilizing strong analytical skills. **Location**: Columbus, OH. **Tools**: Excel, PowerPoint. **Preferred experience**: Financial services or referral program design expertise.

Full Job Description

Location: Columbus, OH, United States

The Refer-a-Friend strategic lead will be accountable for building and scaling a modern referral program across Consumer Banking. 

As a Marketing Strategy Senior Associate -Refer-a-Friend lead on the Consumer Bank team, you will design a brand-new, end-to-end referral engine modernizing our go-to-market strategy and roadmap across customer experience, incentives, channel expansion, and activation to scale profitable new-to-bank acquisition and deepen primary bank relationships. You will lead the Refer-a-Friend strategy, accountable for building and scaling a modern referral program across Consumer Banking. You will design a brand-new, end-to-end referral engine modernizing our go-to-market strategy and roadmap across customer experience, incentives, channel expansion, and activation to scale profitable new-to-bank acquisition and deepen primary bank relationships.

Job Responsibilities 

  • Own the enterprise referral strategy across products and journeys, including vision, operating model, and prioritized roadmap
  • Develop an always-on test-and-learn plan: define hypotheses, launch pilots, measure incrementality, and scale winners
  • Design and optimize incentive structures (customer and product-level), including eligibility rules and profitability guardrails in partnership with Finance and Analytics
  • Launch new and existing channel growth across digital and offline touchpoints (e.g., app/web, email, branch, paid), aligning targeting, creative, and measurement
  • Navigate a highly matrixed organization and partner closely with Product, Customer Experience, Technology, Analytics, Channel owners, and Finance to build roadmap consensus on go-to-market plans 
  • Establish and monitor program KPIs (e.g., acquisition, conversion, engagement) and deliver regular performance narratives to senior stakeholders
  • Serve as a persuasive thought leaderaligning stakeholders, resolving tradeoffs, and influencing decisions in a matrixed organization

 

Required qualifications, capabilities, and skills

  • 7+ years of experience in marketing, growth, or lifecycle strategy in a multi-channel environment
  • Demonstrated experience building and scaling customer programs that involve offers/incentives and rigorous measurement (testing, attribution/incrementality, KPI management)
  • Strong analytical and strategic problem-solving skills; ability to translate data into decisions and roadmap priorities
  • Proven ability to lead through influence in a matrixed organization; strong executive communication skills
  • Is vigorous and thorough in their management of details; proven ability to take initiative
  • Proficiency with Excel and PowerPoint

 

 

Preferred qualifications, capabilities, and skills:

  • Financial services experience and/or loyalty, referral, or incentive program design experience a plus

 

Build and scale a Consumer Banking referral engine to win profitable new customers and deepen primary bank relationships.