
Principal Strategist, Digital Strategy, Market Intelligence
Posted Jul 21

Posted Jul 21
This is a fully remote position, open to applicants in Florida.
• Create, develop, and consistently enhance a robust digital strategy program for client projects.
• Oversee client-facing execution of digital strategy projects, assisting financial institutions in their transformation planning.
• Formulate proprietary frameworks, playbooks, and tools that standardize the delivery of digital strategy across the organization.
• Write thought leadership articles for industry publications, establishing Engage fi as a prominent authority on digital transformation.
• Create and present podcasts, webinars, and presentations at conferences.
• Recognize gaps in the firm's existing service offerings and develop new strategy solutions to meet the changing needs of clients.
• Direct strategic planning sessions with senior client stakeholders, including C-suite executives and board-level advisors.
• A bachelor's degree in business administration, finance, or a similar field is required; an advanced degree is preferred.
• Over 10 years of experience in financial services strategy, management consulting, or digital advisory, with a specific emphasis on community banks or credit unions preferred.
• A well-established portfolio of thought leadership, including published articles, speaking engagements, or significant industry contributions.
• Experience in developing consulting offerings or service lines, encompassing framework design, pricing, and go-to-market strategies.
• Proven experience in building or managing data programs that support ongoing client deliverables.
• Familiarity with software procurement, vendor assessment, and contract negotiation within a financial institution context is preferred.
• Competitive compensation, incentive programs, and 401k matching.
• Unlimited paid time off along with 11 paid holidays.
• Comprehensive medical, dental, and vision health plans with FSA or HSA options.
• Opportunities to engage in volunteer work and contribute to the communities we serve.
• Reimbursement for remote work expenses.
• Career advancement opportunities, training, ongoing education, and employee recognition initiatives.
• Team-building events and activities.
• A culture focused on growth and continuous improvement.
• An excellent workplace environment.
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