Principal Strategist, Digital Strategy, Market Intelligence

Engage fi

Principal Strategist advising financial institutions and enhancing digital strategy programs at Engage Fi. Leading thought leadership initiatives and delivering client engagements.

Posted 7/21/2026full-timeRemote • Florida • 🇺🇸 United StatesLead💰 $129,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and leading digital strategy programs for financial institutions, with a strong focus on community banks and credit unions. Proven ability to create thought leadership content and deliver strategic planning engagements at the C-suite level.

Highest-signal resume keywords

Digital Strategy DevelopmentFinancial Services StrategyThought Leadership PortfolioConsulting Offerings DevelopmentData Program Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Digital StrategyFramework DesignGo-To-Market StrategyContract NegotiationVendor EvaluationService Line DevelopmentTransformation PlanningData Program ManagementCommunity Bank StrategyCredit Union Strategy

Soft Skills

LeadershipClient EngagementCommunicationStrategic PlanningPresentation Skills

Tools & Technologies

PodcastsWebinarsConference PresentationsThought Leadership Articles

Industry Keywords

Financial ServicesManagement ConsultingDigital AdvisoryCommunity BanksCredit Unions

About the role

Key responsibilities & impact

Design, build, and continuously refine a comprehensive digital strategy program for client engagements
Lead client-facing delivery of digital strategy engagements, guiding financial institutions through transformation planning
Develop proprietary frameworks, playbooks, and tools that standardize digital strategy delivery across the practice
Author thought leadership articles for trade publications, positioning Engage fi as a leading voice on digital transformation
Develop and deliver podcasts, webinars, and conference presentations
Identify gaps in the firm's current service portfolio and develop new strategy offerings in response to evolving client needs
Lead strategic planning engagements with senior client stakeholders, including C-suite and board-level advisors

Requirements

What you’ll need

Bachelor's degree in business administration, finance, or a related field required; advanced degree preferred
10+ years of experience in financial services strategy, management consulting, or digital advisory, with a demonstrated focus on community banks or credit unions preferred
Established thought leadership portfolio, including published articles, speaking engagements, or recognized industry contributions
Experience developing consulting offerings or service lines, including framework design, pricing, and go-to-market strategy
Demonstrated experience building or managing data programs that support recurring client deliverables
Experience with software procurement, vendor evaluation, and contract negotiation in a financial institution context preferred.

Benefits

Comp & perks

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