[Hiring] Director of Strategic Advisors @Engage fi

Role Description

The Director of Strategic Advisors (DRSA) leads a team of relationship managers dedicated to fostering and expanding business opportunities through existing client relationships. The DRSA is a strategic leader with excellent interpersonal skills, a deep understanding of business development, and a passion for client engagement. The Director will be responsible for setting the direction and strategy for the team, ensuring client satisfaction, and driving revenue growth through the effective management of client relationships.

Key Responsibilities

• Leadership and Strategy:
  • Develop and implement strategies to grow business through existing client relationships.
  • Lead, mentor, and manage a team of relationship managers, providing guidance and support to achieve team and company goals.
  • Establish performance metrics and objectives for the team, and regularly review progress.
• Client Relationship Management:
  • Establish, maintain and strengthen relationships with key clients, understanding their needs and identifying opportunities for additional services or solutions.
  • Act as a senior point of contact for escalations and high-profile client interactions.
  • Ensure consistent and high-quality client experiences across the team.
• Business Development:
  • Identify and pursue opportunities to expand business within the existing client base.
  • Collaborate with other departments (e.g., marketing, consulting services, strategic services) to align strategies and ensure cohesive client engagement.
  • Analyze market trends and client feedback to identify new growth areas and inform consulting services/strategic services of potential new lines of business.
• Team Development:
  • Recruit, train, and develop team members, fostering a collaborative and high-performance culture.
  • Conduct regular performance evaluations, provide constructive feedback, and support professional development.
  • Encourage innovation and the sharing of best practices within the team.
• Reporting and Analysis:
  • Prepare and present regular reports on client satisfaction, revenue growth, and other key metrics to senior leadership.
  • Use data analytics to inform decision-making and strategy adjustments.
  • Monitor industry trends and competitive landscape to keep the team informed and proactive.

Qualifications

• Strong leadership and team management skills, with the ability to inspire and motivate.
• Excellent interpersonal and communication skills, with a client-focused attitude.
• Ability to present ideas and strategies to senior leadership and clients.
• Strong focus on customer engagement.
• Strategic thinker with strong analytical skills and the ability to make data-driven decisions.
• Strong background in sales with a track record of meeting or exceeding sales goals.
• Effective time management to meet deadlines and achieve targets.
• Ability to identify and pursue new business opportunities within existing client relationships.
• Experience in developing and executing sales strategies.
• In-depth understanding of the industry and market in which the organization operates.
• Ability to negotiate contracts and agreements with clients.
• Strong organizational skills with the ability to manage multiple priorities.
• Ability to work effectively with other departments and stakeholders.

Requirements

• Bachelor's degree in Business, Marketing, or a related field.
• Minimum of 10 years of experience in client relationship management, business development, or a related field, with a proven track record of managing teams and driving business growth.
• Experience in the banking industry with preference given to sales related to payment processing, core processing, and/or digital banking.
• Knowledge of Payment Processing, Core Processing, and Digital Banking vendors, tools, and processes.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Position Type/Expected hours of Work

• Full Time/ 40 hours per week.
• Remote.
• 50% Travel required.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Activities, duties, or responsibilities may change at any time with or without notice.

EEO Statement

Engage fi provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.