We are a hybrid, remote-office company dedicated to growing our talent anywhere!

We have onsite locations in: Sioux Falls, SD, Phoenix, AZ, Louisville, KY, Troy, MI, Franklin, TN, Easton, PA.

At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.

We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

About the Role

Responsible for owning the vision, strategy, investment plan, and execution of marketing for the Tax business within the Customer Journey group. Lead a multidisciplinary team responsible for integrated marketing across business-to-business and business-to-business-to-consumer audiences. Serve as the senior marketing partner to Tax leadership, translating business and sales objectives into campaigns and customer experiences that strengthen Pathward’s Tax brands, create demand, deepen customer relationships, and support growth. Accountable for the Tax Marketing strategy, team performance, budget, technology capabilities, external partnerships, and measurable business results.

What You Will Do

Owns the Tax Marketing function, including its strategy, priorities, operating plan, budget, technology roadmap, team performance, and business results.
Partners with Tax and Sales leadership to develop campaigns, customer experiences, and sales-support strategies that generate demand and support business objectives.
Develops and leads seasonal and annual marketing plans, including digital campaigns, webinars, educational content, sponsorships, events, and other programs.
Establishes the creative and content direction for Tax Marketing and ensures programs are consistent with brand standards, audience needs, and applicable regulatory requirements.
Leads, coaches, and develops a multidisciplinary team responsible for campaign strategy and deployment, marketing automation, creative production, digital content, project management, and event execution.
Serves as the senior marketing advisor to Tax leadership and directs how marketing resources, channels, and investments support business and sales priorities.
Develops, proposes, and manages the annual Tax Marketing budget based on business objectives, campaign plans, technology needs, events, partnerships, external resources, and expected returns.
Leads Tax Marketing technology strategy and capability roadmap, including Adobe Marketo, Adobe Workfront, Salesforce, Adobe Creative Cloud, websites, and supporting data and integration needs.
Ensures marketing platforms support effective campaign management, customer segmentation, lead handling, project delivery, performance measurement, and scalable operations.
Owns the plan to mature use of the marketing technology stack, increase adoption of existing platform features, and maximize business value from current technology investments.
Identifies opportunities to improve data quality, increase automation, reduce manual work, and connect marketing activity with sales follow-up and business outcomes.
Allocates approved funding, monitors forecasts and spending, evaluates return on investment, and presents funding priorities and tradeoffs to leadership.
Communicates marketing plans, results, investment needs, risks, and recommendations to Tax leadership.
Other duties as assigned.

What You Will Need

Bachelor’s degree or equivalent education and work experience in marketing, communications, business, digital marketing, or a related field.