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• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationship, systems and knowledge.
• Contributes to personalized and insight-driven marketing strategies that differentiate MD Financial Management in the market by cultivating a deep understanding of physicians and the unique financial challenges and opportunities they face throughout their careers, from applying to med school all the way through to retirement.
• Participates in acquisition campaign strategy for MD Financial Management in support of the business’s priorities and growth targets, ensuring that lead-generation campaigns are optimized to meet marketing qualified lead (MQL) targets derived from MD’s net-new client targets. 
• Utilizes the end-to-end go-to-market strategy and process through which marketing campaigns are planned and executed, including campaign objectives, research and insights gatheri...