gtag('config', 'G-6TW216G7W9', { 'user_id': wix.currentUser.id });
top of page

Biggest Challenges Faced By A Vice President Marketing At A Financial Services Company

As VP of Marketing at Financial Services, Philip's biggest challenge is "coordination" between numerous departments like sales, analytics, and technology to ensure projects are completed on time and executed as envisioned, requiring a "symphony" of efforts to work seamlessly. This is especially crucial given the fast-paced nature of technology, where there is a need to respond in "under a second with working through three or four systems."

Coordination, Project Management, Executive/Leadership, Communication, Teamwork

Advizer Information

Name

Job Title

Company

Undergrad

Grad Programs

Majors

Industries

Job Functions

Traits

Philip Cozens

VP Marketing

Financial Services

UC Berkeley

History, Art History

Finance (Banking, Fintech, Investing)

Communication and Marketing

Student Athlete

Video Highlights

1. Coordination between multiple departments (sales, analytics, technology, compliance, legal) is a major challenge.

2. Ensuring projects are finished on time and executed as expected across different departments is difficult.

3. The role requires orchestrating various departments to work in sync, especially in technology where response times are critical.

Transcript

What is your biggest challenge in your role?

The biggest challenge is coordination at this point. It involves coordinating between six or seven different departments, including sales, analytics, technology, compliance, and legal.

The goal is to ensure projects are finished on time and executed as planned. This requires a lot of work to get everyone playing in sync.

Especially within technology, this can mean responding in under a second while working through multiple systems. This coordination is crucial to support sales.

bottom of page