HRTMS Job Description Management 
| Director of Marketing Strategy Job Description | | |
. JOB INFORMATION | Title: | Director of Marketing Strategy | Officer Title: | Vice President | Grade: | 32 | FLSA Classification: | Exempt | Date Last Edited: | 11/7/2025 | Reports To: | Head of Brand & Marketing | Department: | Marketing | URL Link | https://hvfcu.jdxpert.com/ShowJob.aspx?EntityID=2&jobcode=1194 | | | | PRIMARY FUNCTION | | | | Define the north star of marketing by translating enterprise priorities into audience‑centric strategies that resonate across channels. Serve as a trusted partner to the Executive Management Committee and connects vision to execution. Champion segmentation, member journeys, and lifecycle marketing as essential growth levers, while leading adoption of data‑driven insights and performance frameworks to bring rigor and accountability. Foster a culture of curiosity, empathy, and collaboration, guiding teams to anticipate market shifts, adapt strategies with agility, and continually elevate the member experience. Ensure HVCU's marketing function not only keeps pace with the changing financial landscape but also actively shapes the organization's transformation and growth. | | | | | | |
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES | | • | Purpose: Align marketing strategy with enterprise priorities and set a clear vision for execution. | • | Impact: Enterprise‑wide clarity, focus, and growth through actionable strategies that deliver measurable results. | • | Design annual and quarterly marketing roadmaps aligned to enterprise goals. | • | Translate enterprise priorities into actionable briefs with objectives and measures. | • | Align Strategy, Solutions, and Operations around campaign execution. | • | Anticipate market shifts and pivot strategies as needed. | • | Incorporate compliance and fair lending standards into all strategies. | • | Distill research and analytics into clear insights and plans. | • | Educate partners on interpreting briefs and strategy rationale; model curiosity and empathy. | • | Partner closely with EMC, Product, Finance, and Compliance to align enterprise priorities. |
• | Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned. | • | Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism. | • | Responsible for regular and predictable attendance including punctuality. |
EDUCATIONAL REQUIREMENTS | Education Level | Education Details | Pref | Req | Bachelor’s Degree | Business Admin, Marketing | | X |
LICENSES AND CERTIFICATIONS | Licenses/Certification Details | Pref | Req |
WORK EXPERIENCE | Experience | Experience Details | Pref | Req | Minimum 10 Years | Marketing leadership in related industry | | X | Minimum 5 Years | Experience in all aspects of developing and implementing marketing strategies including, but not limited to, technical marketing skills and customer and market research | | X | | Relevant product, industry and software application knowledge | | X |
KNOWLEDGE, SKILLS, AND ABILITIES | | • | Expertise in competitive analysis, customer journey mapping, and persona/segmentation development. | • | Strong skills in creating messaging hierarchies, value propositions, and brand platforms. | • | Ability to translate research and analytics into actionable strategic briefs. | • | Proven ability to collaborate cross-functionally and influence executive-level stakeholders. | • | Proficiency in both traditional and digital marketing channels. | • | Advanced proficiency in Microsoft Office Software (Word, Excel, Outlook, PowerPoint, etc.) | • | Advanced verbal, written and presentation skills. | • | Ability to work in a fast-paced environment and deal with a variety of internal/external customer and vendor situations. |
| | PHYSICAL DEMANDS | Frequency | Physical Demand | Weight (lbs.) | Frequently | Sit for prolonged periods of time | | Frequently | Required to communicate verbally | | Frequently | Normal range of vision and hearing abilities required | | Occasionally | Lift and/or move objects | 30 | Occasionally | Travel outside of work location to attend meetings and training programs | | Frequently | Required to skillfully operate a computer, telephone and other standard office equipment | | | | | |
| WORK ENVIRONMENT | | • | Typically the noise level in the work environment is low to moderate. | • | May experience occasional job stress in dealing with difficult situations and/or high volume. | • | High energy, high impact atmosphere. | • | There are no significant hazardous conditions. |
| Title: | Director of Marketing Strategy | | View Competencies | | | | |
COMPETENCIES | Name | Description | Prof | Behavior Statements | Leadership | Leads people towards meeting the organization’s vision, mission, and goals. Provides an inclusive workplace that fosters diversity, development, teamwork and continuous improvement. | Level 3 | 1. Builds and manages workforce based on organizational goals and budgetary considerations. Drives ongoing workforce planning and succession to support future vision. 2. Develops networks and builds alliances; collaborates across boundaries to build strategic relationships and achieve common goals. 3. Looks towards the broadest possible view of an issue or challenge. Discusses multiple aspects and impacts of issues and projects them into the future. 4. Nurtures growth and development; promotes organizational learning within and across business units by providing challenging and stretching tasks and sharing key experiences. 5. Projects competence and composure. Communicates with credibility. Demonstrates situational- and self-awareness. | Results Driven | Drives critical activities to completion. Meets organizational goals and customer expectations. | Level 3 | 1. Conducts ongoing organizational unit performance and risk analysis, recognizing strategic opportunities for success as well as potential risks. Adjusts strategies to address opportunities as well as potential risks to ensure attainment of business unit targets. 2. Evaluates organizational benefits and impacts of regulations. Creates standards and business processes to ensure regulatory compliance. 3. Leads organizational units to drive critical activities to completion. Demonstrates how units contribute to organizational results. 4. Sets operational productivity measures in terms consistent with business strategy. Defines responsibilities and processes for monitoring, communicating progress, and measuring results. | Resiliency | Adapts positively to changing environments in order to achieve business results. | Level 3 | 1. Encourages new ideas and innovations; designs and implements new or cutting edge programs/processes. 2. Establishes programs that result in continuous improvement through innovation and lean thinking. 3. Guides others to understand and accept change more readily. Directs team through ambiguity to ensure ongoing success. 4. Leads a continuous cycle of innovation that incorporates feedback and lean thinking to improve future initiatives. 5. Remains in touch with the evolving needs and demands of the market and looks for trends and new ideas that might affect the organization. | Strategic Visioning | Takes a long-term view and builds a shared vision within the organization; acts as a catalyst for organizational change. Influences others to translate vision into action. | Level 3 | 1. Facilitates cross-boundary communication to surface and resolve issues proactively. 2. Leads the organization to develop and translate strategy into operational goals and priorities. 3. Modifies the organizational structure to address strategic leadership and talent needs. 4. Sees beyond short term commitments to a long-term competitive, sustainable position. 5. Stays in touch with the evolving needs and demands of the market and looks for trends and new ideas that might affect the organization. | Service Excellence | Consistently incorporates Hudson Valley's member and employee value proposition, reinforcing organizational culture and brand differentiators. | Level 4 | 1. Champions culture, establishes clear organizational values, vision and strategy. 2. Creates the organization's business model and competitive position in the marketplace. Effectively communicates model to drive understanding and action throughout the organization. 3. Delivers upon the member value proposition by providing a product line that meets and exceeds expectations. 4. Enhances brand awareness by keeping messages focused and consistent with the business strategy. Leads through principled and consistent communications even when addressing difficult subjects. |
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