Identify, develop and implement growth strategies aligned with the company’s objectives, sector trends, and the evolving needs of financial institution clients
Conduct thorough market analysis to identify new opportunities, disruptive technologies, regulatory changes, and competitive threats within the financial services ecosystem
Cultivate and maintain trusted relationships with C-level executives and key decision makers at partner organizations.
Serve as a strategic advisor to understand their business objectives and craft tailored solutions
Collaborate with sales teams to develop go-to-market strategies that leverage analytic insights, product strengths, and unique value propositions
Define key performance indicators (KPIs) to monitor growth initiatives, measure results, provide actionable insights, and adjust strategies as necessary

Bachelors in related field and 5 years of related experience or HS/GED and 9 years
Deep understanding of capital markets, banking products, regulatory environments, and the challenges facing financial institutions.
Exceptional analytical, communication, and negotiation skills.
A track record of building and sustaining executive-level relationships.
Proven ability to influence across organizational boundaries and drive cross-functional teams towards common objectives.
Visionary thinker with a passion for innovation and continuous improvement.
High proficiency in data analytics, financial modeling, and market research tools.
Ability to thrive in fast-paced, ambiguous environments and adapt to shifting industry dynamics.
Strong presentation and facilitation skills; comfort with public speaking and media engagement.
Proficiency in CRM systems, pipeline management, and sales enablement platforms.
Understanding of digital transformation initiatives, fintech trends, and emerging technologies in banking and finance.
Must be 18 years of age or older.

Strategic Growth Advisor

Key skills