Director, Marketing Technology and Transformation

Location: New York City

At Early Warning, we’ve powered and protected the U.S. financial system for over thirty years with cutting-edge solutions like Zelle®, Paze®, and so much more. As a trusted name in payments, we partner with thousands of institutions to increase access to financial services and protect transactions for hundreds of millions of consumers and small businesses.

Early Warning follows a hybrid work model to allow for a more collaborative working environment.

Candidates responding to this posting must independently possess the eligibility to work in the United States, for any employer, at the date of hire. This position is ineligible for employment Visa sponsorship.

Overall Purpose

The Director of Marketing Technology and Transformation is a member of the Marketing Operations team, whose mission is to enable our people to do the best work of their lives. This role leads improvement in how Marketing works and in the technology that supports Early Warning’s portfolio of brands, including Zelle, Paze, and Certos.

This role owns Marketing’s technology roadmap and leads work to simplify processes, automate repetitive work, and use AI responsibly. The Director works across Marketing and with Technology, Data, Legal, Risk, Compliance, and other teams to identify the most important problems to solve, recommend the right approach, and move solutions from idea through implementation and adoption.

As a hands-on transformation leader, the Director will identify opportunities for Marketing to operate faster and safely while increasing impact. This leader will take a network-first approach, creating shared processes, platforms, automations, and responsibly deployed AI capabilities that improve delivery across Marketing and advance our ambition to become an AI-native company.

The Director is responsible for making sure Marketing’s technology investments work together, solve clear business needs, and can support multiple brands where appropriate. This includes recommending when to improve an existing tool, integrate systems, build a new capability, buy technology, retire tools that are no longer delivering enough value, or use AI to increase Marketing’s bandwidth faster than headcount.

Essential Functions

Marketing Technology Strategy and Roadmap

Own and maintain Marketing’s multi-year MarTech technology roadmap across Zelle, Paze, Certos, and shared Marketing functions

Set clear priorities for technology improvements with a network-first approach, based on business need, expected value, cost, risk, ease of use, and ability to support Marketing priorities

Recommend when Marketing should improve an existing tool, integrate systems, build a capability, purchase new technology, or retire a tool

Develop business cases and funding recommendations for major technology investments and present recommendations and tradeoffs to senior leaders

Work with Technology, Data and Sales Operations to deliver the platforms and solutions needed for Marketing's CRM, brand health and campaign attribution initiatives

Process Improvement and Transformation

Lead efforts to improve the Marketing processes that have the greatest impact on speed, capacity, quality, cost, or risk

Map important processes from beginning to end to understand to identify friction points and redesign processes using automation, AI, reusable components, and self-service capabilities

Establish reusable processes, standards, platforms, and self-service capabilities across brands while preserving legitimate business, regulatory, and customer requirements

Define transformation success measures and track adoption, capacity creation, cycle-time improvement, cost savings, risk reduction, and other business outcomes

Reengineer how Marketing works, inclusive of AI

Identify, prototype, and lead delivery of automations, AI-enabled workflows, integrations, and lightweight tools that improve speed, quality, or capacity

Partner with Legal, Risk, Technology, and enterprise AI teams to move promising solutions from discovery and minimum viable capability through testing, release, adoption, iteration while meeting security, privacy, and governance requirements

Support Marketing's contribution Marketing's contribution to Early Warning's AI-native ambition by working with internal and external partners to develop responsible, scalable AI enablement programs for marketers, reusing enterprise capabilities and standards wherever possible

Serve as Marketing’s lead for marketing technology and process transformation with senior leaders and cross-functional partners

Identify and prioritize practical uses of AI and automation that can reduce manual work, improve quality, increase capacity, or help Marketing make better decisions. Lead new solutions from initial idea and testing through approval, implementation, adoption, and broader use

Work with Legal, Risk, Compliance, Technology, and enterprise AI teams to make sure new capabilities meet security, privacy, legal, and governance requirements

Help establish common approaches, tools, and training so marketers can use AI responsibly in their everyday work

Manage key technology and vendor relationships, including vendor evaluation, selection, performance, cost, and ongoing value

Minimum Qualifications

Bachelor's degree or equivalent combination of education and relevant experience

Typically has 12 or more years of experience or demonstrated portfolio consistent with experience required of the role in marketing technology, marketing automation, product management, solutions architecture, process improvement, or related disciplines

Demonstrated experience developing multi-year strategies, roadmaps, investment cases, and executive recommendations for complex technology or transformation portfolios

Proven ability to develop business cases, evaluate technology investments, manage vendors, and communicate recommendations to senior leaders

Demonstrated leadership of complex, cross-functional teams and enterprise transformation initiatives, establish alignment across functions, and drive decisions without relying solely on formal authority

Effective communication and presentation skills, with demonstrated ability to translate complex technology and transformation topics into clear business implications, investment choices, risks, and recommendations

Preferred Qualifications

• Experience modernizing marketing technology or operations in a regulated, high-control, or complex enterprise environment
• Demonstrated use of generative AI, decision automation, or intelligent workflow tools to solve real business-process problems
• Product-management, process-improvement, change-management, architecture, or agile delivery training or certification
• The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow instructions and perform other related duties as assigned by their supervisor.

Physical Requirements

Working conditions consist of a normal office environment. Work is primarily sedentary and requires extensive use of a computer and involves sitting for periods of approximately four hours. Work may require occasional standing, walking, kneeling, and reaching. Must be able to lift 10 pounds occasionally and/or negligible amount of force frequently. Requires visual acuity and dexterity to view, prepare, and manipulate documents and office equipment including personal computers. Requires the ability to communicate with internal and/or external customers.

Employee must be able to perform essential functions and physical requirements of position with or without reasonable accommodation.

Some of the Ways We Prioritize Your Health and Happiness

Healthcare Coverage – Competitive medical (PPO/HDHP), dental, and vision plans as well as company contributions to your Health Savings Account (HSA) or pre-tax savings through flexible spending accounts (FSA) for commuting, health & dependent care expenses.

401(k) Retirement Plan – Featuring a 100% Company Safe Harbor Match on your first 6% deferral immediately upon eligibility.

Paid Time Off – Flexible Time Off for Exempt (salaried) employees, as well as generous PTO for Non-Exempt (hourly) employees, plus 11 paid company holidays and a paid volunteer day.

12 weeks of Paid Parental Leave

Maven Family Planning – provides support through your Parenting journey including egg freezing, fertility, adoption, surrogacy, pregnancy, postpartum, early pediatrics, and returning to work.

And SO much more! We continue to enhance our program, so be sure to check our Benefits page here for the latest. Our team can share more during the interview process!

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Early Warning Services, LLC (“Early Warning”) considers for employment, hires, retains and promotes qualified candidates on the basis of ability, potential, and valid qualifications without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote equal employment opportunity and affirmative action, in accordance with all applicable federal, state, and municipal laws.

The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our employees.

Additional Locations: Chicago, San Francisco, Scottsdale