Principal Strategist, Digital Strategy, Market Intelligence

Job not on LinkedIn

🕒 July 21

🐊 Florida – Remote

🐊 Florida – Remote

💵 $129k - $175k / year

⏰ Full Time

🔴 Lead

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Engage fi

WebsiteLinkedInAll Job Openings

51 - 200 employees

🏦 Banking

💼 Consulting

💸 Finance

💰 Private Equity Round on 2022-02

Banking • Consulting • Finance

Engage fi is a consulting company specializing in financial services for banks and credit unions, focusing on strategic advisory services, digital banking, and payment processing. They help financial institutions innovate and optimize operations by providing expert guidance in areas such as credit and debit processing, ATM networks, loyalty programs, and Visa/Mastercard conversions. Engage fi also offers resources like case studies, webinars, and personalized evaluations to support financial institutions in achieving growth and maintaining a competitive edge. The company has successfully completed over 1500 projects and delivered significant savings and incentives for its clients.

📋 Description

• Design, build, and continuously refine a comprehensive digital strategy program for client engagements • Lead client-facing delivery of digital strategy engagements, guiding financial institutions through transformation planning • Develop proprietary frameworks, playbooks, and tools that standardize digital strategy delivery across the practice • Author thought leadership articles for trade publications, positioning Engage fi as a leading voice on digital transformation • Develop and deliver podcasts, webinars, and conference presentations • Identify gaps in the firm's current service portfolio and develop new strategy offerings in response to evolving client needs • Lead strategic planning engagements with senior client stakeholders, including C-suite and board-level advisors

🎯 Requirements

• Bachelor's degree in business administration, finance, or a related field required; advanced degree preferred • 10+ years of experience in financial services strategy, management consulting, or digital advisory, with a demonstrated focus on community banks or credit unions preferred • Established thought leadership portfolio, including published articles, speaking engagements, or recognized industry contributions • Experience developing consulting offerings or service lines, including framework design, pricing, and go-to-market strategy • Demonstrated experience building or managing data programs that support recurring client deliverables • Experience with software procurement, vendor evaluation, and contract negotiation in a financial institution context preferred.

🏖️ Benefits

• 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 • A great place to work