Client Strategist II - Financial Services

November 7

🇺🇸 United States – Remote

💵 $160k - $180k / year

⏰ Full Time

🔴 Lead

🟠 Senior

💸 Financial Planning and Analysis

Apply Now
Logo of Vericast

Vericast

Data Intelligence • Media Delivery • Campaign Management • Marketing Services • Transaction Solutions

5001 - 10000

Description

• Consults with clients to recommend Vericast acquisition products. • Provides analytical services utilizing data and insights for marketing strategies. • Establishes and maintains customer relationships with internal and external teams. • Translates market developments into actionable insights. • Utilizes expertise in data visualization for client priorities. • Maintains knowledge of the evolving financial services environment.

Requirements

• 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. • Consulting background or agency experience preferred. • Understand Financial Statements and can interpret these into actionable strategies. • Excellent problem-solving and critical-thinking skills. • Excellent collaboration, organizational, time management, presentation, and writing skills.

Benefits

• Medical, dental and vision coverage • 401K with company match • Generous PTO allowance • Life insurance • Employee assistance • Pet insurance • Smart and friendly coworkers

Apply Now

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