Vericast
Financial Services
SrClientStrategist
Neural analysis suggests this role is
optimal for mid candidates.
“Sr Client Strategist at Vericast. Skills: Client Strategy, Client Presentations, Subject Matter Expertise. Consults with clients and internal teams to identify objectives and strategies that help our financial services clients solve business needs. Finds solutions for client problems”
What You'll Achieve.
achieve a variety of FI outcomes – new households, accounts, mortgages, HELOC/home equity, and the acquisition of other products; drive strategic plans to enable financial services clients can meet their stated goals; drive client outcomes; align media plans and deliverables to achieve financial benefits and desired outcomes
Industry & Context.
consultative and analytical services; Excellent problem-solving and critical-thinking skills coupled with the ability to remove barriers and enable teams to complete their objectives; Independent self-starter with proven ability to both identify and solve client or internal challenges
Open to travel as necessary, Experience and desire to work in a fast-paced, dynamic and agile environment
What They're Looking For.
Must Have
Bachelor's Degree, 7-10 years in FI Business Acumen, Understanding of how product drives the business from a management perspective, Understand Financial Statements and can interpret these into actionable strategies, An analytic mindset with the ability to develop metrics, create reports, interpret results, and make appropriate data driven with a focus on business results for projects undertaken
Nice to Have
Previous high-level role in banking (SVP, CMO or CLO preferred), Consulting background preferred
What You'll Do.
Consults with clients and internal teams to identify objectives and strategies that help our financial services clients solve business needs
Finds solutions for client problems
Conducts market research
Performs analysis of competitors to identify opportunities for internal and client strategies
Stays updated with technologies and consumer behaviors
Ensures all internal teams understand client challenges
Creates and presents the client strategy and market brief
Crafts and tells the data story
Presents the pre-Sales dashboard and current campaign results in client meetings
Serves as a trusted advisor to both clients and internal teams on media strategies across Vericast solutions that will drive client outcomes
Recommends solution enhancements to Product teams
Recommends post-program measurement and reporting plan for client
Understands clients’ businesses and pro-actively identifies opportunities to deliver on business goals
How You'll Work.
Team & Collaboration
Partners across multidisciplinary teams to drive innovation, challenge the status quo and implement solutions and programs to advance priorities; Establishes and maintains customer relationships with both internal and external teams; Excellent collaboration, organizational, time management, presentation, and writing ability to deliver clear, direct, and effective communication (written & orally) for public consumption; Diplomatic communicator skilled in saying “no” when able to negotiate internally as well as with clients to ensure solutions can both address client needs and Vericast capabilities; Demonstrated ability to develop partnerships with key stakeholders; Proven ability to identify opportunities that create value propositions
Communication Scope
communication (verbal, written and presentation); Translates market developments into practical, actionable insights by developing a compelling, persuasive story, point of view, and determines relevant impacts to current and future strategy; Excellent collaboration, organizational, time management, presentation, and writing ability to deliver clear, direct, and effective communication (written & orally) for public consumption; Diplomatic communicator skilled in saying “no” when able to negotiate internally as well as with clients to ensure solutions can both address client needs and Vericast capabilities; Demonstrated proficiency running effective meetings, facilitating large scale executive workshops and getting buy-in and participation from executive leaders
Process & Methodology
project management skills
Full Job Description
Vericast is the financial institution (FI) performance partner. We help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. Our advanced analytics, data-driven insights and integrated solution set enable better execution with agility, precision and scale. That’s why thousands of financial institutions look to Vericast and our 150 years of financial services expertise to help them achieve more. The Senior Client Strategist supporting Financial Services provides consultative and analytical services, utilizing data and insights across a variety of sources to inform multi-channel marketing strategies. The objective: to achieve a variety of FI outcomes – new households, accounts, mortgages, HELOC/home equity, and the acquisition of other products. Partners across multidisciplinary teams to drive innovation, challenge the status quo and implement solutions and programs to advance priorities. Will provide strategic direction through analysis and insights to drive strategic plans to enable financial services clients can meet their stated goals. Establishes and maintains strong customer relationships with both internal and external teams. Serves as change agent, championing agile ways of thinking and working to enable teams and individuals for success. Drives excellence in financial acumen, communication (verbal, written and presentation), business and strategic planning, performance monitoring and reporting. Translates market developments into practical, actionable insights by developing a compelling, persuasive story, point of view, and determines relevant impacts to current and future strategy. Utilizes best-in-class expertise in data visualization and modeling to create compelling insights and storytelling in support of client priorities. Champions the implementation of innovative analytics tools to derive actionable insights from large financial services data sets. Applies un
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