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Strategic Advisor, Relationship Management - Remote

Posted 4 days ago
Sales / Business
Full Time
Worldwide

Overview

The Strategic Advisor is responsible for cultivating and managing strong, long-term partnerships with existing financial institution (FI) clients across the country.

In Short

  • Work with a collaborative team
  • Innovate and see the impact on business and client experience
  • Be part of an award-winning team
  • Encourage new ideas in a fun environment
  • Support personal and professional growth
  • Manage strong relationships with financial institutions
  • Participate in strategic planning meetings
  • Identify opportunities for service expansion
  • Travel required for client visits
  • Engage in industry events

Requirements

  • Demonstrated ability in relationship management
  • Excellent communication skills
  • Problem-solving and consultative selling skills
  • Ability to influence senior stakeholders
  • Experience in negotiation and sales
  • Highly organized and self-driven
  • Strong collaboration skills
  • Flexible and adaptable to client needs
  • Proficient in CRM tools
  • Technology fluency in Microsoft Office

Benefits

  • Competitive pay and incentives
  • Unlimited time off and paid holidays
  • Comprehensive health plans
  • Opportunities for community involvement
  • Career development and training
  • Team engagement events
  • Culture of growth and improvement
  • Remote work expenses covered
  • A great workplace environment
  • Supportive team culture
Engage fi logo

Engage fi

Engage fi is a client-focused consulting firm dedicated to understanding the unique needs and objectives of financial institutions. With a commitment to transparency, innovation, and collaboration, Engage fi leverages over 450 years of collective industry experience to guide clients through strategic vendor relationships and project management. The company has successfully completed over 525 projects, negotiating more than $2.2 billion in savings and incentives for its clients. Recognized as an award-winning workplace, Engage fi fosters a culture of growth, continuous improvement, and employee empowerment, ensuring that team members can thrive in a supportive and engaging environment.

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