Financial Services Strategy & Insights Lead

Vericast; San Antonio (TX); In loco; USD 170.000 - 200.000; Tempo pieno

Vantaggi offerti da questo lavoro

Sales incentive program

Medical, dental and vision coverage

401K with company match

Generous PTO

Descrizione del lavoro

Vericast is seeking a Senior Client Strategist for Financial Services to provide consultative analytics, driving multi-channel marketing strategies and client outcomes across financial institutions. You will partner with multidisciplinary teams, champion agile thinking, and translate market developments into actionable insights and compelling storytelling.

The role requires senior-level banking experience, strong financial acumen, and ability to present insights to executives.

Competenze

• Bachelor's Degree required.
• 7–10 years in FI business acumen; balance sheet understanding.
• Banking leadership experience (SVP/CMO/CLO) preferred; consulting background helpful.
• Strong analytical mindset with data-driven decision making; ability to develop metrics and reports.

Mansioni

• Consult with clients and internal teams to identify objectives and strategies that help financial services clients solve business needs.
• Present client strategy and market briefs to stakeholders; craft and tell the data story.
• Serve as trusted advisor on media strategies across Vericast solutions and drive client outcomes.

Conoscenze

Data storytelling

Financial services knowledge

Analytical thinking

Executive communication

Client relationship management

Project management

Travel flexibility

Formazione

Bachelor's Degree

Strumenti

Tableau

Microsoft Office

Descrizione del lavoro

Vericast is seeking a Senior Client Strategist for Financial Services to provide consultative analytics, driving multi-channel marketing strategies and client outcomes across financial institutions. You will partner with multidisciplinary teams, champion agile thinking, and translate market developments into actionable insights and compelling storytelling.

The role requires senior-level banking experience, strong financial acumen, and ability to present insights to executives.