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Engage fi
Engage fi
51 – 200 Employees
BankingConsultingFinance
Engage fi is a consulting firm serving banks and credit unions with strategic advice across digital banking and payment processing. Its work covers credit and debit processing, ATM networks, loyalty programs, and Visa and Mastercard conversions, helping financial institutions evaluate operations, pursue growth opportunities, and adapt to changing customer and payments needs. The company also provides case studies, webinars, and tailored evaluations, drawing on experience from more than 1,500 completed projects.
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Senior Strategic Consultant, Banking Conversions (Florida Remote)

Senior strategic consultant supporting financial institutions through core banking, digital banking, and related technology conversions. Leads vendor selection, project delivery, risk management, and client strategy for Engage fi.

USUnited StatesFLFlorida
$107,000 – $145,000 / year
RemoteFull-timeSeniorLeadEnglish RequiredConsultant

Description

  • Serve Engage fi clients as a strategic partner, advisor, and subject matter expert
  • Support conversion, implementation, and merger initiatives spanning core banking, online, mobile, and digital banking, account opening and origination, and related vendors and systems
  • Strengthen client relationships by assessing needs, recommending solutions, and coordinating with internal stakeholders
  • Lead complex client projects using industry best practices to deliver strategies and reduce risk
  • Create, tailor, and maintain project materials, including RFPs and project timelines
  • Manage project scope, schedules, and budgets in line with plans or statements of work
  • Lead project workshops, vendor sessions, meetings, communications, and other key project events
  • Apply subject matter expertise while tracking, resolving, and escalating project risks, gaps, and issues
  • Build and maintain relationships with strategic vendors
  • Monitor financial industry trends, solution demonstrations, vendor developments, competitors, system updates, and functionality
  • Represent client and Engage fi priorities during vendor engagements
  • Support the review, improvement, implementation, and enhancement of project materials and tools
  • Use technology within processes to improve efficiency and create value
  • Track project billing hours and budgets
  • Mentor and train Engage fi team members

Requirements

  • 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
  • Preference for prior leadership experience, project oversight or management expertise, and familiarity with core banking conversions
  • In-depth knowledge of core banking and related vendors, solutions, tools, and processes
  • Track record of completing technology vendor-selection projects involving product and custom solutions
  • Strong understanding of vendor technology contracts, general business contract terms, and proposal pricing analysis and comparisons
  • Ability to manage external vendors and clients or 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
  • Proficiency with Microsoft Office, Smartsheet, and CRM platforms
  • Strong professional written and verbal communication skills
  • Ability to deliver presentations and training and facilitate discussions with clients, vendors, and third parties
  • Advanced problem-solving and critical-thinking abilities
  • Ability to manage multiple priorities and organize work effectively
  • Ability to collaborate effectively in a highly collaborative environment
  • Comfort with extended periods of desk-based computer work
  • Ability to lift up to 15 pounds

Benefits

  • Competitive compensation
  • Incentive programs
  • 401(k) matching
  • Unlimited time off and 11 paid holidays
  • Medical, dental, and vision plans with FSA or HSA options
  • Volunteer and community-giving opportunities
  • Reimbursement for remote work expenses
  • Career development, training, continuous learning, and employee recognition
  • Team engagement events and activities
  • Culture focused on growth and continuous improvement

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