Strategic Consultant - Integrated Communications

Engage fi•Orlando, FL

1d•$107,000 - $145,000•Remote

About The Position

The Strategic Consultant, Integrated Communications is responsible for providing analysis-based guidance to Credit Union and Bank clients on the strategy, selection, implementation, and optimization of integrated communications solutions that enhance member/customer engagement, operational efficiency, and regulatory compliance. This role serves as a trusted advisor to financial institutions, leading client relationships and collaborating with internal teams, technology partners, and vendors to deliver communication strategies aligned with business objectives and banking requirements. The consultant oversees all aspects of client-facing integrated communications projects, including discovery and requirements gathering, workflow analysis, vendor evaluations, solution reviews, and contract negotiations. The role requires deep understanding of financial institution operations, customer/member communication channels, compliance considerations, and digital engagement strategies. High-level responsibilities include strategic consulting, project leadership, communications workflow analysis, stakeholder coordination, risk management, vendor management, and executive-level reporting in partnership with assigned Project Managers and internal subject matter experts.

Requirements

Strong knowledge of integrated communications strategies and technologies within banking and credit union environments
Understanding of financial institution communication requirements, including security, compliance, regulatory, and customer experience considerations
Excellent written, verbal, and presentation communication skills
Ability to facilitate strategic discussions with executive leadership and cross-functional teams
Strong analytical and problem-solving capabilities with the ability to translate business needs into actionable communication strategies
Highly adaptable and capable of managing multiple client engagements in a dynamic consulting environment
Excellent relationship management and customer service skills
Ability to work independently while collaborating effectively across internal and external teams
Skilled in negotiating with vendors and managing third-party relationships
Strong organizational and project coordination abilities with attention to detail and deadlines
Bachelor’s degree in business administration, Communications, Information Systems, Marketing, or related field
5-7 years’ experience with integrated communications platforms and technologies, including contact center systems, online banking communications, Core FI platforms, or customer engagement tools
Experience leading technology vendor selection and consulting engagements involving both enterprise and custom solutions
Demonstrated ability to manage external vendors, client stakeholders, consultants, and cross-functional project teams
Experience presenting strategic recommendations and complex solutions to senior leadership teams
Exposure to contract negotiation, vendor management, and implementation oversight
Proficiency with Microsoft Office Suite, CRM platforms, project management tools, and collaboration technologies

Responsibilities

Lead strategic consulting engagements focused on integrated communications solutions for banks and credit unions
Assess and analyze client communication ecosystems, including contact center operations, online banking communications, staff support, training requirements and customer/member engagement strategies
Prepare an outline customized communication strategies based on the operational, compliance, and service requirements of financial institutions for client and vendor alignment.
Guide clients through vendor evaluations, demonstrations, reference calls or on-site visits, leadership alignment, contract negotiations, and final solution selection
Advise clients on banking and credit union communication requirements, including: Regulatory and compliance considerations, Customer authentication and security standards, Omnichannel member/customer experience strategies, AI posture, including security guardrails and associated risk, Solution effectiveness, technology adoption expectations
Collaborate with internal and external stakeholders to align communication technologies with organizational goals and member/customer service expectations
Analyze current workflows, service models, and communication processes to identify operational efficiencies and service improvements
Monitor financial industry trends, emerging communication technologies, and competitive market practices
Present strategic vendor solutions, pricing analyses, and business case evaluations to executive leadership teams
Manage vendor relationships and negotiate pricing, service agreements, and contract terms on behalf of clients
Identify project risks and develop mitigation strategies to support successful project delivery