Strategic Consultant, Training Services

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

📋 Description

• Offer guidance, expertise, and assistance to Engage fi clients as a strategic partner and training subject matter expert.

• Support essential transformation projects, including core and digital conversions as well as mergers and acquisitions.

• Evaluate, design, and execute training strategies to ensure smooth transitions, enhanced client experience, and operational readiness.

• Establish and nurture robust client relationships through needs analysis, solution recommendations, and support for internal stakeholders.

• Manage complex client projects and apply industry best practices to implement strategies and minimize risks.

• Create, tailor, and sustain project documentation such as RFPs and project timelines.

• Ensure project scope, schedule, and budget align with the statement of work.

• Lead project workshops, vendor sessions, project meetings, and other vital project events and communications.

• Provide subject matter expertise to monitor, address, and escalate risks, gaps, and issues.

• Build and maintain relationships with strategic vendors.

• Analyze market trends in the financial industry and assess vendor solutions, competitors, system updates, and functionalities.

• Conduct training needs assessments in line with institution-specific objectives and compliance requirements.

• Formulate training plans for frontline and back-office personnel during core and digital platform conversions.

• Direct training curricula and delivery methods, including in-person, virtual, and hybrid formats.

• Support change management initiatives and staff adoption processes.

• Oversee the effectiveness of refresher and gap training.

• Assist with process reviews, improvements, implementations, and the development of project artifacts and tools.

• Monitor and record project billing hours and budgets.

• Mentor and train other members of the Engage fi team.

⛳️ Requirements

• Exceptional interpersonal and professional verbal communication abilities.

• Capability to absorb information, listen, formulate persuasive arguments, and effectively present solutions and recommendations.

• Proficient in preparing and delivering presentations and training to clients, while facilitating discussions with clients, vendors, and other key third parties.

• Outstanding written and verbal communication skills.

• Technical proficiency in Smartsheet, Microsoft Office, and PowerPoint; willingness to learn other software applications.

• Advanced problem-solving skills coupled with a natural curiosity for resolving issues.

• Strong critical thinking abilities, including what-if analyses and the capacity to understand and articulate options and consequences.

• Proficient in managing multiple priorities and possessing strong time-management abilities.

• Skillful in organizing and prioritizing tasks to achieve desired outcomes.

• Ability to thrive in a highly collaborative environment.

• Bachelor's degree in business administration or a related field, or equivalent experience.

• Over 10 years of experience in the credit union, banking, payments, or related vendor industry.

• Preference for prior leadership roles, project oversight/management expertise, and familiarity with core banking conversions.

• In-depth knowledge of core banking and associated vendors, solutions, tools, and processes.

• Experience in training design, facilitation, and implementation.

• Competence in managing external third-party vendors and clients/customers, including their employees, consultants, and designated subcontractors.

• Experience leading creative problem-solving sessions with leadership teams across various business disciplines.

• Ability to present complex solutions to senior leadership teams.

• Familiarity with contracts and vendor management.

• Proficient in Microsoft Office Suite, Smartsheet, and CRM platforms.

• Capability to sit for extended periods at a desk and work on a computer.

• Must be able to lift up to 15 pounds occasionally.

• Willingness to travel 10-20% of the time.

🏝️ Benefits

• Competitive salary.

• Incentive programs.

• 401k matching.

• Unlimited time off in addition to 11 paid holidays.

• Medical, dental, and vision health plans with FSA or HSA options.

• Opportunities to volunteer and contribute to the communities we serve.

• Coverage for paid remote work expenses.

• Career development, training, continuous learning, and employee recognition.

• Team engagement events and activities.

• A culture that promotes growth and continuous improvement.