Strategic Consultant, Conversion Services

Vaga não está no LinkedIn

🕒 Outubro 6

🐊 Florida – Remoto

🐊 Florida – Remote

💵 $107.000 - $145.000 / ano

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

💼 Consultor

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Engage fi

SiteLinkedInTodas as Vagas

51 - 200 funcionários

🏦 Bancário

💼 Consultoria

💸 Finanças

💰 Private Equity Round em 2022-02

Banking • Consulting • Finance

A Engage fi é uma empresa de consultoria especializada em serviços financeiros para bancos e cooperativas de crédito, focando em serviços de consultoria estratégica, banco digital e processamento de pagamentos. Eles ajudam instituições financeiras a inovar e otimizar operações, fornecendo orientação especializada em áreas como processamento de crédito e débito, redes de caixas eletrônicos, programas de fidelidade e conversões Visa/Mastercard. A Engage fi também oferece recursos como estudos de caso, webinars e avaliações personalizadas para apoiar as instituições financeiras no alcance de crescimento e manutenção de uma vantagem competitiva. A empresa completou com sucesso mais de 1500 projetos e proporcionou economias e incentivos significativos para seus clientes.

Descrição

• Provide guidance, expertise, and support to Engage fi clients as a strategic partner and subject matter expert • Support conversion, implementation, and merger projects involving core banking, online/mobile/digital banking, online account opening/origination, and related solutions, vendors, and systems • Build and maintain client relationships by analyzing needs, recommending solutions, and guiding processes with internal stakeholders • Oversee complex client projects and apply industry best practices to execute strategies and mitigate risks • Develop, customize, and maintain project artifacts such as RFPs and project timelines • Maintain project scope, schedule, and budget according to the plan or statement of work • Facilitate project workshops, vendor sessions, project meetings, and other critical project events and communications • Provide subject matter expertise and track, address, and escalate project risks, gaps, and issues • Develop and sustain relationships with strategic vendors • Study financial industry market trends, participate in solution demos, and monitor vendor changes, competitors, system updates, and functionality • Represent client and Engage fi interests in vendor interactions • Assist with process review, improvement, implementation, and enhancement of project artifacts and tools • Integrate technology into processes to improve efficiency and add value • Track and record project billing hours and budgets • Mentor and train Engage fi team members

🎯 Requisitos

• Bachelor’s degree in business administration or related field or related experience • 10+ years of experience in the credit union, banking, payments, or related vendor industry • Preference for previous leadership positions, project oversight/management proficiency, and core banking conversion familiarity • Deep industry knowledge of core banking and related vendors, solutions, tools, and processes • Experience in successfully completing vendor selection technology projects involving both product and custom solutions • Strong knowledge about vendor technology contracts, general contract business terms, and vendor proposal pricing analysis and comparisons • Demonstrated ability to manage external, third-party vendors and clients/customers, including their employees, consultants, and designated subcontractors • Facilitation of creative problem-solving sessions with all levels of leadership teams across different line of business disciplines • Ability to present complex solutions to senior leadership teams • Proficient in Microsoft Office Suite of Products, Smartsheet, and CRM platforms • Strong professional verbal and written communication skills • Ability to deliver presentations and training and facilitate discussions with clients, vendors, and third parties • Advanced problem-solving and critical-thinking skills • Ability to manage multiple priorities and organize and prioritize work • Ability to work collaboratively in a highly collaborative environment • Prolonged periods of sitting at a desk and working on a computer • Must be able to lift up to 15 pounds

🏖️ Benefícios

• Competitive pay • Incentive programs • 401k matching • Unlimited time off plus 11 paid holidays • Medical, dental, and vision health plans with FSA or HSA options • Opportunities to volunteer and give back to the communities we serve • Paid remote work expenses • Career development, trainings, continuous learning, and employee recognition • Team engagement events and activities • Culture of growth and continuous improvement

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