Account Opening Strategy - Vice President

March 2, 2026

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About the position

Identified as a top strategic priority, our account opening platforms are changing the way bankers and customers open accounts both in branch and online. Define the optimization roadmap, eliminate points of friction, obsess over feedback, and deliver a seamless and secure experience for bankers and customers for years to come. Your efforts will directly improve satisfaction and drive measurable results for the business across account production metrics as well as banker adoption measures for new technology solutions. As an Account Opening Strategy Lead on the Becoming a Customer Team, you will be responsible for driving incremental deposit account growth through developing and implementing strategies to improve account opening experiences across channels. One of the most important initiatives is to deliver upon a robust experimentation backlog while ensuring our bankers have what they need to be successful when adoption new features and functionality. You will be a talented, customer-centric leader responsible for driving the rollout of this effort, ensuring it meets the needs of our bankers, customers and business. You will be in a highly-visible strategic role with close collaboration with leaders across Marketing, Field, Product, and Analytics.

Responsibilities

Develop and implement strategies to enhance account opening experiences
Craft well-structured strategic experimentation plans using qualitative and quantitative data to produce measurable results
Navigate a highly-matrixed organization, influence partners, build consensus, and work across various functional departments to plan and execute
Spend time in the branch to gather real-time feedback, address concerns and develop more comprehensive strategies to meet the needs of the banker and customer
Escalate issues and blockers inhibiting delivery with ability to navigate prioritization conversations amongst senior leaders
Collaborate with analytics to understand performance including adoption rates; utilize data and analytics to drive marketing decisions based on customer and banker interactions and behaviors
Identify new capabilities to improve performance and support launch of new experiences; assess performance and issues proactively and recommend enhancements
Act as a thought leader, present and discuss ideas with intent to persuade, educate, and enhance understanding across all levels of the organization
Present strategic roadmap and performance updates to leadership, including financials, experimentation results, analytical reads, etc.

Requirements

6 years of Marketing, Digital or Product experience
Strong analytical, problem solving and planning skills
Proven ability to take initiative, influence others, and achieve results
Skilled and comfortable at working in a highly matrixed organization
Develops strong partnerships; recognized as a team player
Experienced manager of budgets, forecasts, and expected returns
Excels at managing multiple initiatives simultaneously within tight deadlines
Comfortable with continuously changing priorities
Excellent written and verbal presentation skills
Highly proficient in Microsoft Excel and Power Point

Nice-to-haves

Fantastic partner who exemplifies strong collaboration
Highly curious and never settles for good enough
Data driven and analytical, while also being a creative thinker
Vigorous and thorough in their management of details
Enjoys testing, learning, and taking calculated risks
Constantly pushes boundaries of “what could be” to drive innovation
Always focuses on the big picture, considering impacts outside their given initiatives
Financial Services industry experience

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