Campaign/Portfolio Management

Location(s) US-IL-Chicago
Job ID
Schedule Type
Full Time
Vice President/Executive Director
Consumer Banking
Consumer and Commercial Banking Division
Business Unit
ODP Marketing
Employment Type



In Goldman Sachs Bank USA, we offer a wide range of solutions to help our customers meet their financial goals. Our teams seek to provide the highest level of customer service and support in everything we do. The Bank offers high yield savings accounts and a variety of loan products to individuals and private bank, corporate and community clients. Our savings products include an online savings account and certificates of deposit in a variety of terms.


Consumer and Commercial Banking brings innovative solutions to traditional banking activities. We are a global team of lenders, investors, risk managers, skilled marketers, web experts and banking specialists. We provide a suite of solutions to help our customers meet their personal financial goals. We make direct investments in, and risk manage, a portfolio of corporate loans and securities. And we help transform distressed communities through investments and loans of private capital.


Digital Finance, a subdivision of CCBD, is composed of the firm’s digitally-led consumer businesses which include the global online consumer deposits business and the US online consumer lending business, the firm’s first-ever direct-to-consumer platform built from the ground up. Digital Finance combines the strength and heritage of a 147-year-old financial institution with the agility and entrepreneurial spirit of a tech start-up. This unique dynamic allows us to help our customers achieve financial progress through customizable solutions that are grounded in value, transparency and simplicity.


In your role you will report to the VP U.S. Deposits Marketing, and be responsible for all aspects of customer portfolio management and lifecycle campaigns.  In this role, you will be responsible for increasing customer value through multi-product marketing, enhancing overall product and portfolio retention and streamlining the current CRM technology to enhance campaign efficiency.  The VP Portfolio Marketing is also tasked with managing the marketing calendar and ensuring that it is always aligned with overall goals and objectives of the business. The VP Portfolio Marketing drives continuous efficiency and improvement within the marketing operations (i.e., SOP development, proper governance over marketing processes, and workflows).


Essential Responsibilities:

  • Planning and delivering CRM strategies across the company encouraging customer retention and customer loyalty.
  • Championing and driving through necessary CRM changes ensuring full buy in from all stakeholders in the business.
  • Deciding on the CRM platform structure and architecture ensuring it works seamlessly across the organization and captures all required information at key points in the customer life cycle.
  • Customer Journey Mapping analyzing touch points with the organization and maximizing commercial opportunities.
  • Segmenting of the CRM to enable tailored and relevant marketing messages to customers.
  • Ensuring return on investment through KPI’s and performance metrics.
  • Developing testing strategies for all aspects of the CRM to ensure the most effective approach
  • Create and manage KPIs for areas of responsibility assure we are meeting growth and efficiency targets.

Basic Requirements:

  • Bachelor’s degree (MBA preferred)
  • 10 - 15 years of building CRM platforms and managing consumer financial product portfolios
  • Excellent technical knowledge of CRM and analytical systems.
  • Must have a strong commercial outlook and the ability to manage project delivery through internal and external stakeholders.
  • Ability to optimize project investment and efficiency through data driven results.
  • Proficient use of Microsoft Office Suite.

Desired Characteristics:

  • Strong Consumer Financial Product Portfolio Management background.
  • Strong organization, communication and critical thinking skills.
  • Excellent communication and presentation skills.
  • Ability to balance strategic focus with tactical implementation/execution.
  • Ability to effectively manage complex and/or multiple projects to completion on time and on budget.
  • Ability to quickly adapt to changes in the environment and prioritize accordingly.
  • Strong sense of urgency and attention to detail.


The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

© The Goldman Sachs Group, Inc., 2018. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.