Sr Client Strategist

Responsibilities

• Client Strategy: Consults with clients and internal teams to identify objectives and strategies that help our financial services clients solve business needs o Finds solutions for client problems. o Conducts market research. o Performs analysis of competitors to identify opportunities for internal and client strategies. o Stays updated with technologies and consumer behaviors. o Ensures all internal teams understand client challenges 65%
• Client Presentations: Key member of selling team engaged in client presentations at all levels o Creates and presents the client strategy and market brief o Crafts and tells the data story o Presents the pre-Sales dashboard and current campaign results in client meetings 20%
• Subject Matter Expertise: Serves as a trusted advisor to both clients and internal teams on media strategies across Vericast solutions that will drive client outcomes and recommends solution enhancements to Product teams. Recommends post-program measurement and reporting plan for client o Understands clients’ businesses and pro-actively identifies opportunities to deliver on business goals 15%

Requirements

• Bachelor's Degree (Required)
• Previous high-level role in banking required (SVP, CMO or CLO preferred)
• 7-10 years in FI Business Acumen- Both sides of Balance Sheet understanding how product drives the business- from a management perspective
• Experience in FI Business Acumen- Both sides of Balance Sheet understanding how product drives the business- from a management perspective
• Consulting background preferred
• 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 recommendations; data driven with a focus on business results for projects undertaken
• Demonstrated ability to analyze data insights and translate these into compelling story telling-beyond just the facts
• Demonstrated understanding of compliance and risk requirements of the financial services industry
• Excellent problem-solving and critical-thinking skills coupled with the ability to remove barriers and enable teams to complete their objectives.

Preferred

• Consulting background preferred
• Entrepreneurial/flexible mindset unafraid to disrupt status quo while maintaining relationships
• Strong servant leadership mentality with the proven ability to identify and meet the needs of clients and customers at all levels of the organization

Benefits

• Vericast offers a generous total rewards benefits package that includes medical, dental and vision coverage, 401K with company match and generous PTO allowance. A wide variety of additional benefits like life insurance, employee assistance and pet insurance are also available.