Senior Client Strategist - Financial Services

Employment Type: Full-time Location Type: Remote

Company Description

Vericast is the financial institution (FI) performance partner. We help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. Our advanced analytics, data-driven insights and integrated solution set enable better execution with agility, precision and scale. That’s why thousands of financial institutions look to Vericast and our 150 years of financial services expertise to help them achieve more.

Position Overview

The Senior Client Strategist supporting Financial Services provides consultative and analytical services, utilizing data and insights across a variety of sources to inform multi-channel marketing strategies. The objective is to achieve a variety of FI outcomes – new households, accounts, mortgages, HELOC/home equity, and the acquisition of other products. This role partners across multidisciplinary teams to drive innovation, challenge the status quo, and implement solutions and programs to advance priorities. The strategist will provide strategic direction through analysis and insights to drive strategic plans, enabling financial services clients to meet their stated goals.

Key Responsibilities

Client Strategy (65%)

• Consults with clients and internal teams to identify objectives and strategies that help our financial services clients solve business needs.
• Finds solutions for client problems.
• Conducts market research and performs analysis of competitors to identify opportunities for internal and client strategies.
• Stays updated with technologies and consumer behaviors.
• Ensures all internal teams understand client challenges.

Client Presentations (20%)

• Key member of the selling team engaged in client presentations at all levels.
• Creates and presents the client strategy and market brief.
• Crafts and tells the data story.
• Presents the pre-Sales dashboard and current campaign results in client meetings.

Subject Matter Expertise (15%)

• Serves as a trusted advisor to both clients and internal teams on media strategies across Vericast solutions that will drive client outcomes.
• Recommends solution enhancements to Product teams.
• Recommends post-program measurement and reporting plans for clients.
• Understands clients’ businesses and proactively identifies opportunities to deliver on business goals.

Requirements

Education

• Bachelor's Degree (Required)

Experience

• Previous high-level role in banking required (SVP, CMO or CLO preferred).
• 7-10 years of experience in the Financial Services industry.
• FI Business Acumen: Understanding of both sides of the balance sheet and how products drive the business from a management perspective.
• Consulting background preferred.
• Ability to understand financial statements and interpret them into actionable strategies.
• Possesses an analytic mindset.

Additional Skills

• Establishes and maintains strong customer relationships with both internal and external teams.
• Serves as a change agent, championing agile ways of thinking and working to enable teams and individuals for success.
• Drives excellence in financial acumen, communication (verbal, written, and presentation), business and strategic planning, performance monitoring, and reporting.
• Translates market developments into practical, actionable insights by developing a compelling, persuasive story and point of view, and determining relevant impacts on current and future strategy.
• Utilizes best-in-class expertise in data visualization and modeling to create compelling insights and storytelling in support of client priorities.
• Champions the implementation of innovative analytics tools to derive actionable insights from large financial services data sets.
• Applies understanding of market research and analysis of external market data sources to develop forecast models and scenario planning for clients.
• Maintains up-to-date knowledge of the evolving financial services environment and translates insights to implications for Vericast clients’ strategy and business planning.