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Engage fi एक परामर्श फर्म है जो बैंकों और क्रेडिट यूनियनों को डिजिटल बैंकिंग और भुगतान प्रसंस्करण के क्षेत्र में रणनीतिक सलाह देती है। इसका कार्य क्रेडिट और डेबिट प्रसंस्करण, एटीएम नेटवर्क, लॉयल्टी कार्यक्रमों तथा Visa और Mastercard रूपांतरणों तक विस्तृत है। यह वित्तीय संस्थानों को परिचालन का मूल्यांकन करने, विकास के अवसरों को आगे बढ़ाने और ग्राहकों तथा भुगतान संबंधी बदलती जरूरतों के अनुरूप ढलने में सहायता करती है। कंपनी केस स्टडी, वेबिनार और अनुकूलित मूल्यांकन भी प्रदान करती है तथा 1,500 से अधिक पूर्ण की गई परियोजनाओं के अनुभव का लाभ उठाती है।
Senior Strategic Consultant, Banking Conversions (Florida Remote)
Lead conversion initiatives for banks and credit unions across core banking, digital banking, and vendor technologies. Manage complex projects, vendor relationships, contracts, and client strategy.
संयुक्त राज्य
फ़्लोरिडा$1,07,000 – $1,45,000 / वर्ष
रिमोटपूर्णकालिकवरिष्ठलीडआवश्यक भाषा: अंग्रेज़ीसलाहकारविवरण
- Assess client needs, recommend appropriate solutions, and strengthen long-term client relationships
- Lead complex client engagements using established industry practices
- Create, tailor, and maintain RFPs, project schedules, and other delivery documentation
- Manage project scope, timelines, and budgets in line with approved plans or statements of work
- Coordinate workshops, vendor sessions, meetings, communications, and other key project activities
- Advise on the conversion, implementation, and merger of banking and credit union solutions
- Identify, resolve, track, and escalate project risks, gaps, and issues
- Build and maintain relationships with strategic technology vendors
- Analyze financial-services market trends and contribute to solution demonstrations
- Monitor vendor developments, competitive activity, system changes, and product functionality
- Advocate for client and Engage fi priorities during vendor engagements
- Support process assessments, improvements, implementations, and best-practice tool development
- Record project hours and monitor billing budgets
- Coach and train Engage fi team members
आवश्यकताएँ
- Bachelor’s degree in business administration or a related field, or equivalent related experience
- At least 10 years of experience in credit unions, banking, payments, or a related vendor industry
- Previous leadership experience, project oversight or management expertise, and familiarity with core banking conversions are preferred
- Extensive knowledge of core banking, related vendors, solutions, tools, and processes
- Experience delivering vendor-selection technology projects involving both packaged products and custom solutions
- Strong understanding of vendor technology contracts, standard commercial terms, and comparative analysis of vendor proposal pricing
- Ability to manage external vendors and clients, including their employees, consultants, and designated subcontractors
- Ability to lead collaborative problem-solving sessions with leadership teams across business functions
- Ability to explain complex solutions to senior leadership
- Proficiency with Microsoft Office, Smartsheet, and CRM platforms
- Strong written and verbal communication skills
- Ability to prioritize competing demands and organize work effectively
- Ability to lift up to 15 pounds
- Ability to sit for extended periods and work at a computer
लाभ
- Competitive compensation
- Incentive programs
- 401(k) matching
- Unlimited time off and 11 paid holidays
- Medical, dental, and vision coverage with FSA or HSA options
- Volunteer and community-giving opportunities
- Reimbursement for remote-work expenses
- Career development, training, ongoing learning, and employee recognition programs
- Team engagement events and activities
- Growth-oriented culture focused on continuous improvement
- Collaborative working environment
- Opportunities for personal and professional development
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