Marketing and Digital Strategy Manager

Career Opportunity

Functional Job Title: Marketing and Digital Strategy Manager

Corporate Job Title: Assistant Vice President

Division: Marketing

Department: Marketing

Location: Miami

Reporting Line: President, CEO

Are you ready to be part of a dynamic, ever-growing team that transforms talent into top-tier financial professionals and visionary changemakers? At Helm Bank USA, we don’t just build careers - we build business leaders, while Growing the Dream.

Who We Are

We are a leading Bank with global reach, shaping one of the most attractive personalized client services in the financial industry. At Helm Bank USA, we have created a new banking experience through a business model centered around our clients, proudly providing customer service for more than thirty years. Not only do we build strong relationships: our relationships are measured in generations. Our vision is to create a financial connection to the United States for multinational companies and foreign national individuals seeking their own dreams of business opportunities and real estate investments. Through strong relationships, our purpose is to help our clients make great decisions.

Today -as when we started- Helm Bank USA is driven by one imperative goal: to create the best possible solutions for our clients; we are passionate about delivering expert advice to our clients and creating solutions that enable them to reach their financial ambitions in highly competitive markets.

At Helm Bank USA, we believe that the human touch and talent make all the difference!

We are looking for passionate, impact players, and changemakers to join our success story while taking our company to new heights. Come join us and become immersed in our best-in-class, team-oriented type of culture -where every employee has the opportunity to learn, grow and thrive. This is our inspiration!

Who You Are

You are a motivated exceptional financial services professional who is passionate about supporting key initiatives in a fast-paced environment. You excel at handling a rapid flow of requests and always thrive to provide utmost excellent level of support. You are a hardworking, dedicated, and positive individual who continuously aims to make outstanding contributions and effect a difference from day one.

What You’ll Do

Core Functional Summary

The Marketing and Digital Strategy Manager is responsible for leading the Helm Bank USA’s marketing, brand, digital engagement, market intelligence, and product commercialization strategies. This role serves as a strategic business partner to the Executive Leadership Team, driving growth through a deep understanding of customer needs, market dynamics, competitive positioning, and the Bank’s products and services.

The incumbent is accountable for translating business strategy into integrated marketing and digital initiatives that enhance brand awareness, accelerate customer acquisition and retention, and position the Bank’s products and services competitively within the marketplace. This role combines traditional marketing leadership with advanced capabilities in product marketing, market analysis, customer insights, and digital innovation to ensure the Bank’s value proposition remains differentiated, relevant, and compelling.

Essential Duties & Responsibilities

Strategic Marketing Leadership

• Develop and execute an enterprise-wide marketing strategy aligned with the Bank’s strategic objectives, growth plans, and revenue targets.
• Establish short- and long-term marketing priorities that support business expansion, customer growth, and market penetration.
• Serve as a trusted advisor to executive leadership on market trends, customer behaviors, emerging opportunities, and competitive threats.
• Lead annual marketing planning, budget development, resource allocation, and performance measurement.

Product Marketing & Commercialization

• Develop and maintain a comprehensive understanding of the Bank’s products, services, customer segments, and revenue drivers.
• Lead product marketing strategies that effectively communicate the value proposition, differentiation, and competitive advantages of the Bank’s offerings.
• Partner with business line leaders to assess product performance, market relevance, customer adoption, and growth opportunities.
• Develop and execute go-to-market strategies for new products, services, and enhancements.
• Ensure product messaging, positioning, and customer communications are aligned with business objectives and customer needs.
• Drive product commercialization efforts that maximize customer engagement, adoption, and profitability.
• Develop strategies to educate clients on Bank’s product offering and financial opportunities, empowering informed decision-making and deeper customer relationships.

Market Intelligence & Competitive Analysis

• Establish a robust market intelligence framework to monitor industry trends, customer preferences, economic conditions, and competitive activity.
• Conduct ongoing market research and competitive assessments to identify growth opportunities, emerging risks, and strategic advantages.
• Analyze market demand, customer segments, product performance, and competitive positioning to inform business and marketing strategies.
• Deliver actionable insights and recommendations to executive leadership regarding market opportunities, product enhancements, and strategic investments.
• Serve as the organization’s primary resource for market intelligence and customer insights.

Brand Management & Corporate Communications

• Protect, strengthen, and evolve the Bank’s brand identity, reputation, and market presence.
• Ensure consistent messaging and brand standards across all customer-facing channels and communications.
• Oversee public relations, corporate communications, thought leadership, community engagement, and reputation management initiatives.
• Develop strategies that reinforce brand awareness, trust, and customer loyalty.

Digital Strategy & Customer Experience

• Lead the Bank’s digital marketing strategy, including website management, digital campaigns, social media, content marketing, email marketing, and online customer engagement.
• Partner with business and technology leaders to enhance digital customer experiences and optimize customer journeys.
• Leverage emerging technologies, artificial intelligence, automation, and data analytics to improve marketing effectiveness and customer engagement.
• Drive innovation in digital channels to improve customer acquisition, retention, and satisfaction.

Customer Insights & Analytics

• Establish data-driven marketing practices that leverage customer, market, and performance analytics.
• Develop segmentation strategies and customer insights that improve targeting, personalization, and engagement.
• Monitor and evaluate key performance indicators, campaign effectiveness, customer acquisition costs, and return on marketing investments.
• Provide executive leadership with meaningful dashboards, reporting, and strategic recommendations.

Leadership & Organizational Effectiveness

• Build, lead, and develop a high-performing marketing and digital strategy team.
• Foster a culture of innovation, accountability, collaboration, and continuous improvement.
• Strengthen partnerships across all business lines to ensure alignment between marketing initiatives and business objectives.
• Lead agency relationships, vendor management, and external marketing partnerships.

What You’ll Need

Requirements and Qualifications

· Bachelor’s degree in Marketing, Business Administration, Finance, Communications, Economics, or a related experience required.

· Experience with search engine optimization, lead generation, and email marketing

· Minimum of 10 years of experience in digital marketing and advertising.

· Financial services or banking experience strongly preferred.

· Demonstrated success developing and executing integrated growth strategies that deliver measurable business results.

· Experience leading product positioning, market analysis, customer segmentation, and go-to-market initiatives.

· Strong understanding of digital marketing technologies, analytics platforms, customer experience strategies, and emerging technologies.

· Proven ability to influence executive decision-making through data-driven insights and strategic recommendations.

· Must be bilingual in both English and Spanish/Portuguese. Ability to fluently speak, understand, read and write both languages

· Advanced Skills with Microsoft Office

Competencies

• Partnership-Oriented

Ability to build and maintain collaborative relationships, fostering trust and mutual respect to achieve shared goals. Effective communication & Adaptability. Enhance Service Delivery. Conflict Resolution. Giving & Receiving feedback. Valuing Diversity.

• Business Acumen/Sophistication

Ability to understand and apply business principles, concepts, KPIs, and strategies to make informed decisions to contribute to organizational success. Strategic & Critical Thinking. Solutions-Driven. Decision Making.

• Customer-Centric

Have a business-driven mindset, prioritizing customer’s needs. Problem-Solving. Growth Mindset. Aligning individual and department goals with bank’s business objectives. Omnichannel communication while maintaining personalized service. Client excellence.

• Innovative

Thinking outside the box and developing new ideas to improve ways of working. Ability to work with emerging technologies. Digital Transformational Mindset. Resource allocation. Technical Skills. Change Management. Continuous Learning. Transformational creativity. Agility & Flexibility. Automation & Process Optimization

• Regulatory & Risk Management

Adapting to changing regulations with sound risk management. Analytical. Integrity & Rule Compliance. Regulatory Governance. Financial Crime Prevention. Operational Risk Avoidance. Risk-Aware Mindset. Cybersecurity. Corporate Social Responsibility.

• Hands-On

Being proactive to rapidly deliver high-quality results. Acquiring skills & knowledge through practical and active engagement. Real-world application. Lifelong Learner. Being curious and eager to develop skillset. SMART Goal Setting, Time Management. Proficiency. Training & Upskilling.

• Accountability

Ability to take responsibility and ownership. Fostering Trust. High Performance. Follow Through. Set Clear Expectations. Provide Resources & Coaching. Measuring work output. Process-Driven. Results-Oriented. Consistency. Lead by Example. Self-Management.

• Sustainable Performance

Communicate effectively. Integrated Business Excellence. Drive sustainable growth. Value Creation & Long-Term Thinking. Stakeholder Inclusion. Corporate Purpose & Values Alignment. Impact Assessment. Operational Resilience & Crisis Management. Operational Excellence. Adaptability.

Life at Helm Bank USA

At Helm Bank USA, our sustainable success is based on our talents and how we partner with our clients and communities to create lasting value. Staying true to that mission, we fully live by our corporate values: empathy, curiosity, creativity, and passion! These values represent the essence of our brand and encapsulate the DNA of our organization. In other words: They say who we are, what we do and how we do it.

We have a constant healthy respect for our Best Banks To Work For & Best Places to Work in Florida certified culture and community. We believe that all employees should have the opportunity to lead and appreciate that good ideas can come from anyone. From the top down, our leaders are actively involved in strategic oversight, running the business, and in the well-being and growth of all employees. We consider our people our number one asset and as such, we unceasingly aim for our employees to realize their full potential by continuously assessing and offering new personal and professional development opportunities.

Why You Should Join Helm Bank USA

We have historically regarded the well-being of our employees at heart and on top of mind. In that vein, we continue to strive to offer benefits and programs that support the interests of our teams while continue to foster the culture that makes us an Employer of choice. Some of the benefits you can expect when you join Helm Bank USA include:

• Medical/Rx/Dental/Vision - 100% covered by the Bank for all employees; eligible family members covered by employees at a group’s rate

• Short Term & Long Term Disability, as well as Group Term Life insurance of twice the annual salary fully covered by Helm Bank USA; no expense to the employee

• Competitive first-level PTO and other time-off policies

• Company 401(k) plan with employer match of 100% of up to 5% of eligible compensation

• Supplemental optional benefits such Voluntary Life insurance, Hospital Indemnity, Critical Illness, Accident Insurance, and Cancer Insurance

• Flexible Spending Accounts

• Company-sponsored training and professional development opportunities

• Employee Spotlight recognition

If you’re ready for a career where you can exercise your passions while being a gamechanger, are relentlessly committed to service, and have a team-player mindset, apply today!