Strategic Consultant – Integrated Communications

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🕒 June 2

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Engage fi

51 - 200 employees

🏦 Banking

💸 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

• Provide analysis-based guidance to Credit Union and Bank clients on integrated communications solutions • Lead client relationships and collaborate with internal teams, technology partners, and vendors • Oversee all aspects of client-facing integrated communications projects, including discovery and requirements gathering • Prepare customized communication strategies based on operational and compliance requirements • Guide clients through vendor evaluations and contract negotiations • Analyze workflows, service models, and communication processes to identify operational efficiencies • Monitor financial industry trends and emerging communication technologies • Present strategic vendor solutions and negotiate pricing on behalf of clients

🎯 Requirements

• Bachelor's degree in business administration, Communications, Information Systems, Marketing, or related field • 5-7 years’ experience with integrated communications platforms and technologies, including contact center systems, online banking communications, Core FI platforms, or customer engagement tools • Experience leading technology vendor selection and consulting engagements involving both enterprise and custom solutions • Demonstrated ability to manage external vendors, client stakeholders, consultants, and cross-functional project teams • Experience presenting strategic recommendations and complex solutions to senior leadership teams • Exposure to contract negotiation, vendor management, and implementation oversight • Proficiency with Microsoft Office Suite, CRM platforms, project management tools, and collaboration technologies

🏖️ 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

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