Strategic Consultant, Training Services

Job not on LinkedIn

🔥 0 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

💵 $107k - $145k / year

⏰ Full Time

🟠 Senior

🔴 Lead

📚 Learning and Development

👻 Ghost score 0%

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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

• Provide guidance, expertise, and support to Engage fi clients as a strategic partner and training subject matter expert • Support critical transformation initiatives, including core and digital conversions and mergers and acquisitions • Assess, design, and implement training strategies for seamless transitions, optimized client experience, and operational readiness • Build and maintain strong client relationships by analyzing needs, recommending solutions, and guiding internal stakeholders • Oversee complex client projects and apply industry best practices to execute strategies and mitigate risk • Develop, customize, and maintain project artifacts such as RFPs and project timelines • Maintain project scope, schedule, and budget according to the statement of work • Facilitate project workshops, vendor sessions, project meetings, and other critical project events and communications • Provide subject matter expertise to track, address, and escalate risks, gaps, and issues • Develop and sustain relationships with strategic vendors • Study financial industry market trends and evaluate vendor solutions, competitors, system updates, and functionality • Conduct training needs assessments aligned with institution-specific goals and compliance requirements • Develop training plans for frontline and back-office staff during core and digital platform conversions • Guide training curricula and delivery methods, including in-person, virtual, and hybrid formats • Assist with change management initiatives and staff adoption • Guide refresher and gap training effectiveness • Assist with process review, improvement, implementation, and development of project artifacts and tools • Track and record project billing hours and budgets • Mentor and train other Engage fi team members

🎯 Requirements

• Strong intrapersonal and professional verbal communication skills • Ability to take in information, listen, develop persuasive arguments, and present solutions and recommendations effectively • Ability to put together and deliver presentations and training to clients and facilitate discussions with clients, vendors, and other key third parties • Excellent written and verbal communication skills • Technical knowledge of Smartsheet, Microsoft Office, and PowerPoint; ability to learn other software programs • Evolved problem-solving skills and natural curiosity for solving problems • Advanced critical thinking skills, including what-if analysis and understanding and articulating options and consequences • Ability to manage multiple priorities and strong time-management skills • Ability to organize and prioritize work to achieve required results • Ability to work in a highly collaborative environment • 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 training design, facilitation, and implementation • Ability to manage external, third-party vendors and clients/customers, including their employees, consultants, and designated subcontractors • Experience facilitating creative problem-solving sessions with leadership teams across different business disciplines • Ability to present complex solutions to senior leadership teams • Exposure to contracts and vendor management • Proficiency in Microsoft Office Suite, Smartsheet, and CRM platforms • Prolonged periods of sitting at a desk and working on a computer • Must be able to lift up to 15 pounds at times • 10-20% travel required

🏖️ 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