Fsi Banking Transformational Advisor

Adobe Adobe · Enterprise · San Francisco, CA +7 · Remote

This role is for a Director - FSI Banking Transformational Advisor within Adobe's Digital Strategy Group. The primary focus is to guide enterprise banking customers through digital transformation, leveraging Adobe's solutions and thought leadership. The role involves developing content, refining playbooks, and translating product features into actionable solutions for banking pain points. Success is measured by revenue growth and customer success stories in the Banking sub-vertical. While AI is mentioned as a trend and enabler, the core function is strategic advisory and product translation, not direct AI/ML model development or deployment.

What you'd actually do

  1. Provide expert guidance to clients (from C-level to practitioners) on how to plan and execute end-end digital transformation, with a focus on the Banking sub-vertical.
  2. Develop original thought leadership content on how banks should transform customer banking journeys digitally or modernize legacy systems, drawing from experience, research, and client engagement. Represent Adobe as an inspiring Banking thought leader and speaker at conferences (e.g., Money20/20, ABA ) and contribute to publications like American Banker.
  3. Refine Adobe’s internal banking playbooks using hands-on operator experience, ensuring solutions address critical pain points (e.g., branch experience modernization, digital onboarding, cross-sell optimization).
  4. Guide clients through a phased digital transformation roadmap, prioritizing foundational enablement and quick wins before advancing complex transformations.
  5. Translate key product features and functionality of Adobe Experience Cloud and Content Supply Chain into actionable solutions that address banking pain points across customer journeys and operations.

Skills

Required

  • 10+ years experience in digital marketing roles within Banking (preferable) as an operator and/or strategic advisor using modern technology stacks like Adobe Experience Cloud and/or Salesforce Marketing Cloud and familiarity with core banking platforms (e.g. Technisys)
  • Track record leading Martech teams that have hands-on experience implementing Adobe Experience Platform Solutions (Real-Time CDP, Adobe Journey Optimizer or Customer Journey Analytics)
  • Experience leading or advising large-scale content supply chain transformations at major banks shifting from agency-dependent, fragmented content creation to scalable, AI-accelerated content ops model with measurable improvements in velocity, cost efficiency, personalization readiness, and regulatory governance.
  • Experience advising C-suite leaders & partnering with CFO/COO Office on aligning and reallocating marketing & sales/field budgets towards high impact digital capabilities.
  • Familiarity with AI-driven trends and use cases in Banking across workflows including digital customer onboarding, digital servicing, performance marketing, and data-driven personalization.
  • Experience of leading transformations with strong results in areas like customer acquisition & engagement, omni-channel enablement, loan origination, and digital self-servicing
  • Urgency to “put pen to paper” to define new ideas, validate them in the market, and communicate them through compelling thought leadership, operating models, and case studies.
  • Extreme passion for solving customer problems at all stages of their lifecycle from pre-sales to adoption and value realization.
  • Track record of anticipating disruptive market trends and rallying direct reports, cross-functional leaders & collaborators to take bold action.
  • Established reputation for sharing insights through published content and public speaking.

Nice to have

  • Adobe Experience Cloud
  • Salesforce Marketing Cloud
  • core banking platforms (e.g. Technisys)
  • Adobe Experience Platform Solutions (Real-Time CDP, Adobe Journey Optimizer or Customer Journey Analytics)

What the JD emphasized

  • regulatory complexity (e.g. KYC)
  • regulatory governance