Sr. Specialist, New Client Onboarding (Finance)

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Job Summary

The Sr. Specialist, New Client Onboarding is responsible for supporting all new client launches through executing strong customer-facing marketing in partnership with internal and external partners. They deliver best in class cardholder marketing campaigns and collateral that represents a strong and consistent brand voice.

Essential Job Functions

• Acts as first line of defense, overseeing adherence to bank compliance standards related to capabilities and clients' omni-channel marketing materials. Acts as the voice of brand partners, finding opportunities for compliant creativity in marketing material design. Own the relationship with internal teams supporting collateral review. - (30%)
• Coordinate marketing strategy kick-off with internal/external stakeholders. Represent the voice of the brand and ensure brand expectations are achieved through marketing strategy development. Maintain oversight to marketing fund investments in marketing campaigns to ensure delivery of strong and impactful results. Support creation of brand-facing launch marketing strategy presentations. - (25%)
• Manage timelines and daily tasks for marketing campaigns and credit marketing collateral development. Review marketing collateral with focus on establishing brand identity and consistency. Hold all partners accountable to achieve timely delivery and on time credit card program launches for new business. - (20%)
• Engage internal cross-channel marketing teams to develop best practice presentations for all customer-facing marketing channels. Bring together internal teams to apply historical key learnings to current recommendations, with focus on establishing brand identity and educating customers on card program benefits by channel. - (15%)
• Support brand discovery in partnership with New Client Onboarding Manager. Ensure brand vision for the credit program is shared cross-functionally and realized through collateral design and marketing strategy across all channels. - (10%)

Minimum Qualifications

• High School Diploma or GED
• 2+ years experience in Project Management, Advertising, Communication, Business Management, or Marketing.

Preferred Qualifications

• Bachelor's Degree in Marketing or related field of study or equivalent, relevant work experience
• Experience in financial services marketing.
• Proven track record of managing successful marketing campaigns.

Skills

• New Program Launches
• Account Marketing
• Program Performance
• Marketing Campaign Analysis
• Brand Marketing
• Customer Loyalty Program
• Credit Card Marketing
• Customer Acquisition Strategy
• Salesforce (Software)
• Microsoft Excel Functions

Reports To: Manager and above

Direct Reports: 0

Work Environment

• Normal office environment. (Remote or Hybrid), 3 to 4 days per month are required in office if within 60 miles of a posted Bread Financial location.

Physical and Mental Requirements

To perform this job successfully, an individual must be able to perform each essential job function satisfactorily and meet the physical, mental and work environment requirements. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions, absent undue hardship.

• Communicate/Hearing
• Communicate/Talking
• Stationary Position/Seated
• Typing/Writing
• Maintain focus in high pressure or fast-paced work environment

Other Duties

This job description is illustrative of the types of duties typically performed by this job. It is not intended to be an exhaustive listing of each and every essential function of the job. Because job content may change from time to time, the Company reserves the right to add and/or delete essential functions from this job at any time.

Salary Range (unless otherwise noted below):
$61,900.00 - $112,100.00

Full Salary Range for position:
California: $71,200.00 - $140,200.00

Colorado: $61,900.00 - $117,800.00

New York: $68,100.00 - $140,200.00

Washington: $65,000.00 - $129,000.00

Maryland: $65,000.00 - $123,400.00

Washington DC: $71,200.00 - $129,000.00

Illinois: $61,900.00 - $123,400.00

The actual base pay within this range may be dependent upon many factors, which may include, but are not limited to, work location, education, experience, and skills.

Bread Financial offers medical, prescription drug, dental, vision, and other voluntary benefits (including basic and optional life insurance, supplemental medical plans, and short and long-term disability) to eligible associates (regular full-time associates scheduled to work 30 hours per week or more) and their spouses/domestic partners, and child(ren) under the age of 26. New associate elected coverage begins on date of hire (with the exception of disability coverage which has a 6-month waiting period). Six weeks of 100% paid parental leave for eligible parents is available after a 180-day waiting period. Hired associates can immediately enroll in Bread Financial's 401(k) plan.

All associates receive 11 paid holidays. Associates have discretion in managing their time away from work through the Flexible Time Off (FTO) program and may need to notify and receive approval from their manager prior to taking the time off. Associates (except those located in Illinois) receive 80 hours of Paid Sick and Safe Time ("PSST") upon hire and at the beginning of each subsequent calendar year. Illinois associates receive 40 hours of Illinois PSST upon hire and at the beginning of each subsequent calendar year and 40 hours of Illinois Paid Leave upon hire and at the beginning of each subsequent calendar year. Illinois Paid Leave must be used before associates in Illinois will be approved to take FTO.

Hired associates will be able to elect the purchase company stock during offering periods in June and December. You will be eligible for an annual incentive bonus based on individual and company performance.

Click here for more Benefits information.

About Bread Financial

At Bread Financial, you'll have the opportunity to grow your career, give back to your community, and be part of our award-winning culture. We've been consistently recognized as a best place to work nationally and in many markets and we're proud to promote an environment where you feel appreciated, accepted, valued, and fulfilled-both personally and professionally. Bread Financial supports the overall wellness of our associates with a diverse suite of benefits and offers boundless opportunities for career development and non-traditional career progression.

Bread Financial® (NYSE: BFH) is a tech-forward financial services company providing simple, personalized payment, lending and saving solutions. The company creates opportunities for its customers and partners through digitally enabled choices that offer ease, empowerment, financial flexibility and exceptional customer experiences. Driven by a digital-first approach, data insights and white-label technology, Bread Financial delivers growth for its partners through a comprehensive suite of payment solutions that includes private label and co-brand credit cards and Bread Pay® buy now, pay later products. Bread Financial also offers direct-to-consumer products that give customers more access, choice and freedom through its branded Bread Cashback® American Express® Credit Card , Bread Rewards™ American Express® Credit Card and Bread Savings® products.

Headquartered in Columbus, Ohio, Bread Financial is powered by its approximately 7,000 global associates and is committed to sustainable business practices. To learn more about Bread Financial, visit breadfinancial.com or follow us on Facebook , LinkedIn , X and Instagram .

• Bread Financial offers competitive pay, a comprehensive selection of benefit options including 401(k).
• The Company is an Equal Opportunity Employer.
• Any applicant offered employment will be required to establish that they are legally authorized to work in the United States for the Company.
• The Company participates in E-Verify.
• The Company will consider for employment all qualified applicants, including those with a criminal history, in a manner consistent with the requirements of all applicable federal, state, and local laws, including the Los Angeles Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York City Fair Chance Act. Applicants with criminal histories are encouraged to apply.
• The Company complies with the Americans with Disabilities Act (ADA), as amended, and all applicable state/local laws. The Company will provide accommodations to applicants needing accommodations to complete the application process. Applicants with disabilities may contact the Company to request and arrange for accommodations. If you need assistance to accommodate a disability, you may request an accommodation at any time. Please contact the Recruiting Team at TaOps@breadfinancial.com .

Job Family:
Marketing

Job Type:
Regular