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[Remote] General Management Consultant – Marketing Technology Strategy (Banking)

Remote, USA Full-time Posted 2026-06-16

Note: The job is a remote job and is open to candidates in USA. Simatree is seeking an experienced General Management Consultant with a strong Marketing Technology background to support a strategic initiative for a leading banking organization. This role involves developing a direct-to-consumer growth strategy and partnering with business and marketing leaders to improve customer acquisition and engagement across various banking services.


Responsibilities

  • 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
  • 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
  • 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
  • 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

Skills

  • 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
  • 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)

Company Overview

  • Simatree is an advisory practice that blends a unique mix of technical prowess with people-focused service to achieve data-driven change. It was founded in 2018, and is headquartered in Arlington, Virginia, USA, with a workforce of 11-50 employees. Its website is https://www.simatree1.com/.

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