
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.
🕒 July 21
Improve your chances of getting an interview by checking your resume score before you apply.

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.
• 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
• 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.
• 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
Apply Now🕒 June 29
Family Wealth Strategist serving as the Lead Advisor’s counterpart, providing strategic wealth management for high-net-worth families. Designing integrated plans aligning financial capital with values and vision.
🕒 June 29
Campaign Strategist developing and overseeing multi-channel strategies across client portfolios. Ensuring initiatives align with audience logic, funnel movement, and business objectives.
🕒 June 29
Consulting Enterprise Strategist for CDW, providing high-impact consulting in technology for complex customer environments. Advising executive stakeholders and leading multi-practice solutions alignment.
🇺🇸 United States – Remote
💵 $132.4k - $185.5k / year
💰 Post-IPO Equity on 2015-07
⏰ Full Time
🟠 Senior
🔴 Lead
🦅 H1B Visa Sponsor
🕒 June 25
Principal Digital Optimization Strategist leveraging data analytics and optimization skills for enterprise brands. Collaborating with cross-functional teams to enhance digital commerce strategies and drive ROI.
🕒 June 25
Design and execute media plans that achieve equitable reach for diverse communities. Collaborate with various teams to optimize media placements and monitor performances.