Strategic Consultant - Integrated Communications Job Orlando Florida USA,IT/Tech

Job Type

Full-time

Description

As an Engage Fi employee, you can expect:

To work with an amazing and collaborative team
To create and innovate in your role and see the impact you make on the business and client experience
To be a part of an award-winning team - Inc. 500 (2018), Inc. 5000 (2019, 2021, 2022, 2024, 2025), Tampa Bay Business Journal Fast 50 (2021, 2023, 2024, 2025), Great Place to Work (2023, 2024)
All employees to cultivate and encourage new ideas and thrive on a fun and productive work environment
To join a highly engaged workforce that supports personal and professional growth, empowerment, and lives by servant leadership

What we provide:

Competitive pay, incentive programs, 401k matching
Unlimited time off plus 11 paid holidays
Medical, dental, and vision health plans with FSA or HSA options
Opportunities to volunteer and give back to the communities we serve
Paid remote work expenses
Career development, trainings, continuous learning, and employee recognition
Team engagement events and activities
Culture of growth and continuous improvement
A great place to work

About Us:

Engage fi was founded on the principle of putting ourselves in our clients' shoes to understand their needs, their business objectives, and their definition of success. What sets us apart from other options is our focus on the client, and a little bit more: more transparency, more innovation, more savings, more incentives, more fun, more collaboration. We take pride in our people, process, and tools guaranteeing that your experience with engage fi will surpass your expectations.

Our emphasis on the education, efficiency, and effectiveness needed to drive the growth of our industry will align to the needs of the consumer and your internal team. Our collective experience working for and with vendors and financial institutions in the past gives us tremendous insight into the capabilities of the vendors that our clients work with. We aim to leverage our knowledge and tools to save time, improve efficiency, and provide the pricing leverage the financial institution needs.

With over 450 years of industry experience, the team at Engage fi is a blend of consultants, educators, matchmakers, integrators, and advocates. We are laser-focused on guiding financial institutions through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer. Engage fi has completed over 525 strategic projects for financial institutions and negotiated over $2.2 billion in savings and incentives for our clients.

We have a unique approach, and our strategic projects are as unique as the clients we serve. Let's Engage!

Position Summary:

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.

Essential Functions & Additional 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…