Note: The job is a remote job and is open to candidates in USA. Engage fi is a client-focused consulting firm that helps financial institutions improve vendor relationships, efficiency, and operational outcomes. The Strategic Consultant, Training Services acts as a strategic partner and training subject matter expert for transformation initiatives, overseeing client projects and developing and implementing training strategies for core and digital conversions, mergers, and acquisitions.
Responsibilities
- Builds and maintains strong relationships with clients by uncovering and analyzing client needs, providing and recommending solutions, and guiding the process with internal key stakeholders to achieve clients’ goals and objectives
- Oversees complex client projects and applies Engage fi and industry best practices to execute on client strategies and implement project tactics to mitigate risk and ensure success
- Works with the project team and other EFI team members as needed to develop, customize, and maintain key project artifacts, such as RFPs and project timelines
- Maintains scope, schedule, and budget of projects, ensuring work is completed according the to the plan/statement of work (SOW)
- Facilitates project workshops, vendor sessions, and other critical project events and communications, chairs project meetings, and provides SME guidance to ensure project tasks are completed in a suitable and timely manner and risks, gaps, and issues are appropriately tracked, addressed, and escalated
- Develops and sustains relationships with key strategic vendors, studies and evaluates financial industry market trends, participates in solution demos, and remains abreast of vendor changes, key competitors, and key system updates and overall functionality in order to effectively and appropriately apply knowledge and insight to client projects
- Represents client’s and Engage fi’s best interests in all vendor interactions
- Provides guidance to conduct training needs assessments aligned with institution-specific goals and compliance requirements
- Partners with clients to develop comprehensive training plans for frontline and back-office staff during core and digital platform conversions
- Provide guidance on training curricula and delivery methods (in-person, virtual, hybrid) tailored to bank/credit union operations and digital channels
- Assist in identifying change management needs and lead initiatives to ensure staff adoption
- Provide guidance on refresher and gap training effectiveness
- Acts as subject matter expert to assist in process review, improvement, and implementation in all areas of the company, including assisting in the ongoing development and enhancement of EFI best practice project artifacts/tools and integrating the use of technology into processes to gain efficiencies and add value for internal and external stakeholders
- Accurately tracks and records project billing hours and budgets as directed in the appropriate technology/tool
- Mentors and trains other Engage fi team members as assigned to assist with learning best practices and processes
Skills
- Strong skills in intrapersonal and professional verbal communication with the ability to take in information, listen, develop persuasive arguments, and present solutions and recommendations effectively
- The ability to put together and deliver presentations and training to clients and effectively facilitate discussions with clients, vendors, and other key third parties
- Excellent communication skills (written/verbal); ability to compose business correspondence that is clear and concise
- Technical knowledge - Smartsheet, Microsoft Office, PowerPoint, ability to learn other software programs
- Evolved problem-solving skills with a natural curiosity for solving problems and enjoys the challenge. Looks for root causes before acting
- Advanced critical thinking skills – e.g., asks questions, looks at the broader picture, capable of conducting a what-if analysis and understanding and articulating all options and consequences, does not settle for the easy answer
- Ability to manage multiple priorities; strong time-management skills
- Self-motivated and capable of organizing and prioritizing work to achieve required results and takes personal pride in doing things right and delivering a quality work product
- Team player; leverages available resources to get the job done; able to work in a highly collaborative environment with empathy and consideration for the viewpoints of all parties
- Bachelor's degree in business administration or related field or related experience
- 10+ years of experience in the credit union, banking, payments, or related vendor industry
- Deep industry knowledge of core banking and related vendors, solutions, tools, and processes
- Experience in training design, facilitation and implementation
- Demonstrated ability to manage external, third-party vendors and clients/customers, including their employees, consultants, and designated subcontractors
- Facilitation of creative problem-solving sessions with all levels of leadership teams across different line of business disciplines
- Ability to present complex solutions to senior leadership teams
- Exposure to contracts and vendor management
- Proficient in Microsoft Office Suite of Products, Smartsheet, and CRM platforms
- Preference for previous leadership positions, project oversight/management proficiency, and core banking conversion familiarity
Benefits
- Incentive programs
- 401k matching
- Unlimited time off plus 11 paid holidays
- Medical, dental, and vision health plans with FSA or HSA options
- Opportunities to volunteer and give back to the communities we serve
- Paid remote work expenses
- Career development, trainings, continuous learning, and employee recognition
- Team engagement events and activities
- Remote work arrangement
Company Overview