2 days ago
🇺🇸 United States – Remote
💵 $160k - $180k / year
⏰ Full Time
🔴 Lead
🟠 Senior
💸 Financial Planning and Analysis
• The Client Strategist II consults directly with bank and credit union clients • Provides consultative and analytical services utilizing data and insights • Achieves various Financial Institution outcomes • Partners with multidisciplinary teams to drive innovation • Serves as a change agent, championing agile ways of thinking • Drives excellence in financial acumen, communication and strategic planning
• Bachelor's Degree (Required); Professional certification preferred • Previous high-level or senior management role in financial services required • 7-10 years’ experience in Financial Institution (FI) Business Acumen • Experience with end user FI consumption and/or selling of digital services • Excellent problem-solving and critical-thinking skills • Advanced computer knowledge (Microsoft Office, Tableau, PowerPoint, CRM & MCIF Software)
• Medical, dental and vision coverage • 401K with company match • Generous PTO allowance • Life insurance • Employee assistance • Pet insurance
Apply Now2 days ago
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Manage Solution Specialists driving sales for Procore's Financial Management products.
🇺🇸 United States – Remote
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⏰ Full Time
🟡 Mid-level
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Join our team to provide personalized investment and insurance solutions.
🇺🇸 United States – Remote
💵 $80k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis