Senior Engagement Strategist

TekWissen LLC

Malvern, PA

JOB DETAILS
SALARY
$70–$85
SKILLS
Business Strategy, Channel Strategies, Communication Skills, Cross-Functional, Customer Experience, Customer/Consumer Behavior, Diversity, Establish Priorities, Financial Services, Interpersonal Skills, Marketing Automation Software, Microsoft PowerPoint, Microsoft Word, Needs Assessment, Online Marketing, Operating Systems, Performance Management, Performance Metrics, Performance Tuning/Optimization, Persuasion Skills, Presentation/Verbal Skills, Problem Solving Skills, Sales, Signal Intelligence (SIGINT), Storytelling, Strategic Planning, Team Lead/Manager, Team Player, Technology Sales, User Interface/Experience (UI/UX), Workflow Analysis, Workforce Management
LOCATION
Malvern, PA
POSTED
1 day ago
Overview
TekWissen is a global workforce management provider headquartered in Ann Arbor, Michigan that offers strategic talent solutions to our clients world-wide. We are a community of 50 million who think-and feel-differently about investing. Together, we're changing the way the world invests. Since our founding in 1975, helping investors achieve their goals has been our main reason for existence. At Client, we're built differently. Our client is investor-owned, meaning that we're owned by our funds, which are owned by our fund shareholder clients. Therefore, your success adds to ours, so you're surrounded by people who care about the same things. With no other parties to answer to, we make decisions-including keeping investing costs as low as possible-with your needs in mind. Because of our unique structure, your goals align with our goals.
Position: Senior Engagement Strategist
Location: Malvern PA 19355
Duration: 6 Months
Job Type: Temporary Assignment
Work Type: Hybrid
Job Description:
  • Join Financial Advisor Services Integration Operating System team as a Senior Engagement Strategist.
  • Integration OS is focused on delivering a connected advisor experience across human and digital channels, helping advisors feel like they are engaging with one Client that understands their needs and can guide them to the right next action.
  • In this role, you will partner closely with a Client Journey Owner and a cross-functional Client Journey Management team to translate business priorities, advisor needs, sales signals, product opportunities, and performance insights into clear, actionable experience strategies.
  • You will define the audience strategy, experience positioning, journey map, learning agenda, and optimization plan for always-on, integrated journeys that engage financial advisors, deepen relationships, and accelerate business outcomes.
  • The Senior Engagement Strategist plays a critical role in connecting digital and human engagement, applying client intelligence and behavioral signals, shaping always-on journey orchestration, and continuously optimizing experiences based on performance, experimentation, and business impact.
  • As a member of the Engagement Strategy team, you will help raise the bar on advisor experience by ensuring every journey is grounded in a clear advisor need, aligned to business outcomes, connected across touchpoints, and designed to learn and improve over time.
Specific role responsibilities:
  • Define experience strategies and audience criteria for integrated advisor journeys aligned to business priorities, advisor needs, and IOS outcomes.
  • Develop journey maps, positioning, experience briefs, hypotheses, learning agendas, and success measures that guide cross-functional execution.
  • Partner with Digital Marketing Managers to translate strategy into trigger-based, always-on digital journeys using marketing automation and personalization capabilities.
  • Apply client intelligence, behavioral signals, segmentation, sales context, and performance data to improve targeting, sequencing, messaging, and journey orchestration.
  • Synthesize qualitative and quantitative insights to identify optimization opportunities and improve engagement, sales activation, and business impact.
  • Partner with analysts to define KPIs, monitor OKR progress, interpret journey performance, and recommend optimizations.
  • Lead or support experimentation plans that validate hypotheses, improve journey effectiveness, and build reusable learnings across IOS.
  • Coordinate with content strategists, product/PMM, sales, technology, and other partners to ensure experiences are accurate, relevant, compliant, and aligned to advisor needs.
  • Communicate recommendations, risks, insights, and optimization plans to stakeholders and senior leaders.
  • Help improve the IOS operating model by identifying opportunities to simplify workflows, clarify decision rights, improve prioritization, and scale high-performing journey patterns.
An ideal candidate will have:
  • Undergraduate degree or equivalent combination of training and experience.
  • Minimum five years related experience. Two years in digital marketing, user experience, or client experience.
  • Ability to define objectives and work with a team to develop a cohesive strategy that drives business results.
  • Ability to understand and communicate customer needs and business strategies.
  • Ability to present thoughts both verbally and visually (storytelling) using PowerPoint and Word.
  • A high degree of creativity, empathy, passion, and problem-solving ability.
  • Experience working with cross-functional teams.
  • Ability to manage multiple strategic assignments at once.
  • Excellent communication and interpersonal skills.
  • Strong persuasion and influence skills.
  • Experience working in the Financial Services sector or equivalent B2B experience.
TekWissen Group is an equal opportunity employer supporting workforce diversity.

About the Company

T

TekWissen LLC

WE THE TEKWISSEN PEOPLE

TekWissen offers you a broader portfolio of services, industry-leading solutions, and the meaningful innovations that give you greater flexibility and speed to respond to market dynamics, reduced costs and risk to improve enterprise performance, and increased productivity to enable growth.

To keep pace with global market demands, TekWissen keeps its finger on the pulse of change. Our organized approach to guiding a project from its inception to closure. Managing projects is becoming more and more important as we enter the digital era. To cope with the pace that this transition demands, a method is required to manage projects so they can yield quality work, while incorporating efficient use of time and resources.

Project involves identifying which quality standards are relevant to the project and determining how to satisfy them.

It is important to perform quality planning during the Planning Process and should be done alongside the other project planning processes because changes in the quality will likely require changes in the other planning processes, or the desired product quality may require a detailed risk analysis of an identified problem. It is important to remember that quality should be planned, designed, then built in, not added on after the fact.

Capabilities and accomplishments in one TekWissen business enhance the opportunity for success in the others. Put simply, TekWissen's unique combination of attributes promotes success.



COMPANY SIZE
100 to 499 employees
INDUSTRY
Computer/IT Services
FOUNDED
2009
WEBSITE
http://www.tekwissen.com/