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SVP, Marketing Technology & Customer Lifecycle Strategy

Newport Beach, CA USA💼 Full-time💰 $250,000–$250,000🗓 2026-09-30

Core

Architecting data, technology, analytics, and operating models to drive an AI-first marketing transformation, enabling audience understanding, decision intelligence, and personalized experiences across institutional, wealth, and intermediary channels.

Role type

SVP, Marketing Technology & Customer Lifecycle Strategy

Builds

Governed AI workflows for insight generation, decisioning, and content optimization; enterprise-scale customer data platforms and segmentation models.

Domain

Financial Services (Asset Management) + Marketing Technology & AI

Deliverable

production ML models

Required skills

Enterprise marketing technology architecture, customer data platforms, identity resolution, consent management, predictive modeling, propensity scoring, generative AI deployment, marketing automation, regulatory compliance (GDPR), vendor management, strategic roadmap planning.

Preferred skills

Asset management or wealth management industry experience, institutional customer journey expertise, advanced degree in business/analytics/CS.

Technologies

Adobe Marketo Engage, Eloqua, Salesforce Marketing Cloud, HubSpot, CRM systems, web analytics platforms.

Responsibilities

Lead customer data transformation and aggregation; develop segmentation and decision intelligence tools; identify and scale AI applications for content and targeting; create measurement frameworks for ROI and attribution; partner with legal/compliance on privacy and AI governance; manage technology vendors and budgets.

Seniority

Senior, executive leadership (SVP)

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