Director, Tax Product Marketing

RemoteRemoteFull TimeDirector$104,000–$174,000 /yrPosted 8 days ago

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Required skills

Tax Marketing
Customer Journey
integrated marketing
B2B
B2C
B2B2C
marketing strategy
team performance
budget
technology roadmap

Nice to have

banking
payments
tax
fintech
regulated industry

Role summary

Pathward is seeking a Director, Tax Product Marketing to lead the vision, strategy, and execution of marketing for its Tax business. This role involves managing a multidisciplinary team, partnering with Tax and Sales leadership, and developing integrated marketing campaigns across B2B and B2B2C audiences. Key responsibilities include owning the marketing strategy, budget, technology roadmap, and team performance, with a focus on driving demand, strengthening brands, and supporting business growth. The ideal candidate will have 8+ years of progressive marketing experience, including function ownership, people leadership, budget management, and experience with marketing technology like Adobe Marketo, Adobe Workfront, and Salesforce. Experience in regulated industries such as banking, payments, or fintech is preferred.

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.

Advanced degree or relevant marketing, automation, CRM, digital, or project management certification is a plus.

8+ years of progressively responsible marketing experience with a bachelor’s degree or equivalent education and work experience.

Experience owning a marketing function or substantial business portfolio, including strategy, people leadership, budget, technology, and business results.

Experience leading integrated B2B, D2C, or B2B2C marketing across digital, email, web, webinars, events, content, and sales-supported channels.

Experience developing and managing budgets, agencies, consultants, vendors, sponsorships, and external marketing partnerships.

Experience with Adobe Marketo, Adobe Workfront, Salesforce, and Adobe Creative Cloud is strongly preferred.

Experience in banking, payments, tax, fintech, or another regulated industry is preferred.

Competencies

Strategic Marketing Leadership

People Leadership and Talent Development

Business and Sales Partnership

Integrated Campaign and Customer Journey Management

Marketing Technology and Data Fluency

Financial and Vendor Management

Creative Direction

Decision-Making and Accountability

Written and Verbal Communication

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range: $104,000– $174,000

The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future. This role is also eligible for an annual performance-based incentive opportunity. Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

#LI-Remote

Don’t have everything listed under qualifications? If you’re excited about this role but your experiences don’t match exactly to everything in the posting, we encourage you to apply anyway. You may be just the right candidate for this or other Pathward roles. Pathward is an equal employment opportunity employer and considers candidates for roles without regard to their race, sex, national origin, ethnicity, age, disability or any other category protected by law.

Who we are:

Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.

Please click here to learn more about our benefits and review information about our Privacy Policy, Affirmative Action Plan and other notices. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. For assistance completing an application, please contact a Pathward People & Culture Representative by emailing – careers@pathward.com

Please click here to view Pathward's Applicant Privacy Notice.

Applications will be accepted for a minimum of 3 days after posting, and there is no predetermined date by which applications should be submitted.

Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights.

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