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

Remote, USA Full-time Posted 2026-06-21

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/. Apply To This Job Apply To This Job

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