CareerPlan

SVP, Marketing Technology & Customer Lifecycle Strategy

Newport Beach, CA, USFull-time2026-10-01 → 2026-11-09

Core

Architecting data, technology, analytics, and operating models to drive an AI-first marketing transformation, enabling better audience understanding, decisioning, and commercial impact across institutional, wealth, and intermediary channels.

Role type

SVP, Marketing Technology & Customer Lifecycle Strategy

Builds

Governed AI workflows for insight generation, decisioning, targeted content creation, and optimization; integrated marketing data and technology capabilities.

Domain

Financial Services (Asset Management/Wealth Management) + Marketing Technology & AI

Deliverable

production ML models

Required skills

Enterprise marketing technology leadership, customer data architecture, identity resolution, consent management, predictive modeling, propensity scoring, generative AI deployment, marketing mix modeling, ROI analytics, stakeholder influence

Preferred skills

Asset management or wealth management industry experience, regulated financial services background

Technologies

CRM, marketing automation, analytics systems, APIs, generative AI, machine learning

Responsibilities

Lead customer data transformation and aggregation; build segmentation and decision intelligence tools; identify and scale AI applications for content and targeting; create consistent measurement frameworks for attribution and ROI; establish privacy and AI governance controls; manage technology vendors and budgets.

Seniority

Senior, strategic leadership & hands-on execution