Client Strategist II - Financial Services

2 days ago

Apply Now

Receive Emails with Similar Jobs

Vericast

WebsiteLinkedInAll Job Openings

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

5001 - 10000

Description

• Consults directly with Financial Institution clients to scope and recommend products. • Provides consultative and analytical services utilizing data and insights. • Establishes and maintains strong customer relationships with internal and external teams. • Translates market developments into practical, actionable insights.

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 or selling of digital services. • Consulting background or agency experience preferred. • Executive presence highly desirable. • Ability to develop metrics, create reports, interpret results.

Benefits

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