Senior Client Strategist

This is a fully remote position, open to applicants in Texas.

📋 Description

• Deliver consultative and analytical services utilizing data and insights to guide multi-channel marketing strategies for clients in the financial sector.

• Enhance client outcomes, including the acquisition of new households, accounts, mortgages, HELOC/home equity, and other products.

• Collaborate with multidisciplinary teams to foster innovation and execute solutions and programs.

• Provide strategic guidance through analysis and insights to support clients' strategic objectives and plans.

• Build and sustain robust internal and external customer relationships.

• Advocate for agile methodologies in thinking and operations.

• Promote excellence in financial acumen, communication, business and strategic planning, performance monitoring, and reporting.

• Convert market trends into actionable insights, engaging narratives, and strategic recommendations.

• Leverage data visualization and modeling to generate insights and storytelling that align with client priorities.

• Champion innovative analytics tools for extensive financial services datasets.

• Conduct market research and analyze external data to create forecast models and scenario planning.

• Stay informed about the financial services landscape and translate insights into client strategies and business planning.

• Collaborate with clients and internal teams to clarify objectives and strategies.

• Identify solutions for client challenges and perform competitor analyses.

• Remain updated on technologies and consumer behaviors.

• Ensure internal teams are aware of client challenges.

• Develop and present client strategies and market briefs.

• Create and deliver compelling data stories.

• Showcase pre-sales dashboards and campaign outcomes during client meetings.

• Advise clients and internal teams on media strategies across Vericast solutions.

• Suggest solution enhancements to Product teams.

• Propose post-program measurement and reporting strategies.

• Identify opportunities to achieve client business objectives.

• Align media plans and deliverables with financial gains and desired results.

⛳️ Requirements

• Bachelor’s Degree.

• Experience in a senior banking role is required; SVP, CMO, or CLO preferred.

• 7-10 years of experience in the financial institution sector.

• Strong business acumen on both sides of the balance sheet with an understanding of how products drive business.

• Preferred background in consulting.

• Ability to comprehend financial statements and convert them into actionable strategies.

• Analytical mindset with the capacity to develop metrics, create reports, interpret results, and make recommendations.

• Skill in analyzing data insights and translating them into engaging narratives.

• Awareness of compliance and risk requirements within the financial services industry.

• Exceptional problem-solving and critical-thinking abilities.

• Strong collaboration, organizational, time management, presentation, and writing skills.

• Effective communication skills, both written and oral.

• Capability to negotiate with internal teams and clients.

• Proven experience in conducting meetings and facilitating large-scale executive workshops.

• Ability to foster partnerships with key stakeholders.

• Advanced proficiency in computer applications, including Microsoft Office and Tableau.

• Self-motivated independent worker with the ability to identify and resolve client or internal challenges.

• Entrepreneurial spirit and adaptable mindset.

• Strong servant leadership approach.

• Ability to identify opportunities that create value.

• Enthusiasm for understanding consumer behavior trends.

• Strong organizational, interpersonal, and project management skills.

• Willingness to travel as required.

• Experience and eagerness to thrive in a fast-paced, dynamic, and agile environment.

• Commitment to continuous learning and staying updated on market, industry, and professional developments.

🏝️ Benefits

• Sales incentive/commission program.

• Medical coverage.

• Dental coverage.

• Vision coverage.

• 401K with company match.

• Generous PTO allowance.

• Life insurance.

• Employee assistance program.

• Pet insurance.

• Disability accommodations during the selection process.