Lead Strategist

This is a fully remote position, open to applicants in Florida, +1 more state.

📋 Description

• Serve as the primary point of contact for the relationship with a major financial institution.

• Develop enduring relationships with bank engineering, architecture, and business leadership teams.

• Collaborate with bank teams to identify pain points and modernization goals.

• Determine workloads where the AI-enabled banking platform delivers maximum value.

• Work alongside Forward Deployed Engineers to define the scope of technical projects.

• Oversee the complete delivery process from proof of value to go-live, including scope, milestones, dependencies, risks, and resource allocation.

• Facilitate steering committees with executive sponsors.

• Educate bank engineers and promote adoption across various product lines and business units.

• Assist the sales team with demonstrations, business case creation, and platform education.

• Convert technical complexities into business impacts, ensuring successful enterprise deployments.

⛳️ Requirements

• Minimum of 6 years in a customer-facing, delivery-focused position.

• Demonstrated success in managing complex, multi-workstream technical programs with tight deadlines, regulatory requirements, and diverse stakeholder groups.

• Strong technical acumen, including knowledge of technology architectures and data flow diagrams.

• Proven experience in driving technology adoption and ensuring sustained changes within large organizations.

• Proficiency in AI concepts and the ability to communicate the advantages of AI effectively.

• History of successfully steering complex technology programs through to production.

• Preferred knowledge of financial transaction processes, core banking systems, or banking technology.

• Capability to work independently in matrixed banking environments.

• Ability to present information to C-level executives with clarity and confidence.

• Openness to travel to client locations as necessary, approximately 25-50% depending on the engagement phase.

🏝️ Benefits

• Competitive salary.

• Exciting career advancement opportunities.

• Commitment to equal opportunity employment.

• Drug testing for conditional offers within the U.S.