Engagement Manager - FinTech & Capital Markets
Intellibus
Imagine working at Intellibus that impacts billions of lives around the world. With your passion and focus, we will accomplish great things together! We are trusted by some of the most reputable and established FinTech Firms. Recently, our team has spearheaded the Conversion & Go Live of apps that support the backbone of the Financial Trading Industry. Role Overview We are seeking a senior, client-facing Engagement Manager to partner with major banks and financial services product organizations on mission-critical platforms, owning executive relationships, delivery alignment, and commercial conversations while bridging client teams and Intellibus engineering and driving account growth. This role is a true client-facing leadership position, responsible for: Owning executive relationships Handling commercial conversations Pushing back when needed Expanding the engagement footprint You will act as the bridge between client product teams and Intellibus engineering and architecture teams, ensuring expectations, scope, and delivery stay aligned. This is not a PMO or project tracking role. This is an engagement ownership role with business, delivery, and relationship accountability. What We Are Specifically Looking For We are targeting leaders with backgrounds similar to: Engagement leads at financial services technology vendors Consulting managers serving capital markets clients Client partners supporting trading, regulatory, or wealth platforms Ideal experience includes working with: Bank product teams Trading or post-trade platforms Wealth management systems Regulatory or reporting platforms Candidates must be comfortable challenging clients respectfully when scope, priorities, or timelines are unrealistic. Key Responsibilities Own day-to-day executive relationships with client product and technology leaders Serve as an escalation point for delivery, scope, and priority conflicts Facilitate difficult conversations and negotiate trade-offs when required Represent Intellibus in executive and product governance forums Ensure alignment between client expectations and engineering execution Partner with architects and delivery leads to shape feasible solutions Review delivery plans, milestones, and risk areas Proactively identify issues before they escalated Identify opportunities to expand scope and introduce new capabilities Partner with leadership on revenue forecasting and pipeline development Support contract discussions, renewals, and scope expansions Maintain long-term trusted-advisor status with clients Understand client product architecture and technical constraints Translate between business objectives and engineering realities Participate in solution discussions with architects and engineering leads Ensure delivery plans align with product roadmaps Act as internal advocate for the client while protecting Intellibus delivery teams Drive accountability across client and internal stakeholders Support onboarding and stabilization of new resources on the account Required Experience 15+ years in consulting, financial services technology, or product delivery roles Strong FinTech / Banking / Capital Markets domain experience (mandatory) Prior experience in client-facing engagement or account leadership roles Proven ability to work with: Product owners Engineering leaders Program and delivery managers Strong understanding of: Trading or wealth platforms Regulatory or financial data systems Comfortable owning both delivery outcomes and client relationships Must-Have Skills Executive-level communication and negotiation skills Ability to push back professionally and protect delivery teams Strong understanding of software engineering and system architecture Commercial awareness and revenue ownership mindset Excellent presentation and stakeholder management skills Calm under pressure in politically complex environments Interview Process 15-minute introductory video call with a member of our team Proctored GQ assessment and slideware exercise to evaluate problem-solving and presentation skills Leadership and Executive interviews (panel or individual sessions, as needed) Offer decision and onboarding If you are interested in contacting us, please apply, and our team will reach out to you within the hour. #J-18808-Ljbffr
- ...financial world.The roleAs a Senior Manager within our Capital Markets Team, you will be the execution lead... ...Transaction Development, you will strengthen engagement with business lines and help shape... ...Banking, or a high-growth Fintech environment.Proven track record of "...SuggestedWork at officeRemote workShift work
- ...We provide fast, short-term capital when it's needed most, often... ...will do:The Client Relations Manager will specialize in exceptional... ...someone with financial services or fintech DNA who wants to bring... ...Credit, Loan Operations, and Marketing - that support Ready to Fund'...SuggestedTemporary workRemote work
- ...due to a disability, contact this employer to ask for an accommodation or an alternative application process. CRM & Lifecycle Marketing Manager 9 days ago Requisition ID: 1491 About the Role We are looking for a lifecycle marketer who thinks in journeys, not campaigns....SuggestedLive inWork at officeRemote workMonday to Friday
$67.5 per hour
...extension/conversion to full-time.POSITION OVERVIEWThe Digital Marketing Manager CRM role is an email marketing subject matter expert who... ...vision to identify new opportunities throughout the consumer engagement journey to grow awareness, engagement, and conversion. The role...SuggestedFull timeContract workWork at office$65k
...K+ Potential Gravitate Digital is a fast-growing performance marketing company helping home service businesses acquire customers and scale. Were looking for an ambitious Client Success Manager who wants to take real ownership, work directly with business owners...SuggestedFull time$190.95k - $252.43k
...and priorities for Mariner’s Marketing function, with... ...technology, customer data, lifecycle engagement, and related customer growth... ...decision-making and performance management. Lead modern measurement... ...lending, financial services, fintech, banking, credit cards, insurance...Full timeContract workFlexible hoursWeekend workAfternoon shift- ...targeting, advance attribution, management and reporting, backed by... ...foundation for understanding markets and media, and tying every... ...SaaS, deep tech, spacetech, fintech, and the other technologies... ...commentary, bylines, speaking engagements and awards that establish client...
- ...makes an impact on our community! The Treasurer (VP) is a key leadership role with significant responsibilities in Capital Markets, Cash Management and Financial Risk Management. This role will report to the Chief Financial Officer and will focus on driving financial...Flexible hours
$180k - $250k
...of Financing Partnerships to build and manage relationships with financing providers... ...equipment finance, private credit, leasing, or capital markets and brings an established network of... ...Experience in high-growth technology, fintech, infrastructure, or private credit...Permanent employmentFull timeLocal areaRemote work$73.4k - $122.85k
Overview The Community Engagement Manager leads community management for poppi, serving as the primary connection between the brand and its... ...loops from the community to influence product, content, and marketing decisions Drive positive brand sentiment and thoughtful, community...- ...Regional Sales Manager – Western US Aurality, Inc. | Remote (territory-based, Western... ...other lines. Run a short, consultative capital sale: discovery, hands-on demo, ROI... ...new or disruptive technology to a clinical market. What We Offer Competitive salary...Full timePrivate practiceRemote work
- DescriptionThe Marketing Manager, Client Marketing, leads the strategy, planning, and execution of integrated marketing programs that strengthen client engagement, communicate product value, and support Tyler's ERP client growth objectives for the ERP & Civic Division....
$150k - $190k
..., contract negotiations, and strategic planning efforts.Monitor market trends and client needs to proactively recommend innovative solutions... ..., architecture, and operations to ensure seamless execution.Manage project risks, issues, and dependencies, providing timely...Full timeContract workTemporary workPart timeWork at officeLocal areaRemote workFlexible hours- ...Gourley, LLP in Plano, TX is seeking a full-time Receptionist and Marketing Assistant for our Shops at Legacy office. You will answer... ...including preparing communications for clients and prospects, managing HubSpot CRM, developing social media campaigns, creating blog,...Full timeWork at office
$110k - $140k
...looking for a high-energy “hunter” who is also an excellent account manager to fill a home-based sales position, located in the Phoenix... ....) to the CASE (Coatings, Adhesives, Sealants, & Elastomers) markets in a region that includes Arizona, Kansas, Nebraska, Colorado,...Work from homeNight shift$67.5 per hour
...time employee POSITION OVERVIEW We are seeking a Marketing Manager – Retail Visual Experience, Home Entertainment to enhance the... ...needs. Retail Visual Experience: Curate and maintain engaging, up-to-date video content across retail locations and key accounts...Full timeContract workMonday to Friday- ...Senior Product Manager - Account Management & Field Logistics (... ...opportunities, grounded in data, market research, and measurable... ...measurable results in customer engagement, account performance, collections... ...retail, e‑commerce, and fintech. Upbound/Acima/Brigit are...Work at officeWork visa
- ...We are currently seeking a ServiceNow - Engagement Manager to join our team in Plano, Texas (US-TX), United States (US). Location: Remote (with occasional travel as needed) Role Overview: NTT DATA is seeking a seasoned Senior Engagement Manager to lead complex ServiceNow...Work at officeRemote workFlexible hours
- ...dynamic, outcomes-oriented Director of Marketing to architect the next chapter of our brand... ...Strategic Leadership & Brand Management Architect and operationalize an end-to... ...sentiment monitoring. Social Media, Community Engagement & Reputation Management Deploy an AI-...Full time
- ...Industrial + Hi Tech Manufacturing portfolio. The Associate Practice Engagement Manager (APEM) is responsible for all client interfaces within the... ...will accomplish sales forecasts and goals by developing marketing opportunities and plans, devising a joint sales strategy...Local area
$10k
...potential customers Delivering demos and explaining the product value Managing the full sales process end-to-end Closing new business We will... ...an early-stage startup environment Experience selling to mid-market or enterprise clients is a plus. Compensation Each customer has...Contract workFor contractorsRemote workFlexible hours- ...client relationships, align internal teams, and drive outcomes that deliver impact. You’re experienced in digital marketing and ready to lead the charge in managing key client accounts and projects. You love creating clarity, managing large scale client accounts that offer...
- ...Lead Gear B2B Marketing in Richardson, Texas is seeking a results-oriented communicator to lead client relationships across key accounts. You will be responsible for managing large-scale digital marketing projects and delivering measurable outcomes that maximize ROI....
- ...Description SUMMARY/OBJECTIVE: Salience Health is looking for a Marketing Project & Communications Manager who can bring structure, momentum, and consistency to a growing, multi-location Marketing Department. At the center of this role is exceptional project management...Casual workFreelanceWork at officeLocal areaShift work
- Director, Customer Marketing & Engagement This position is Hybrid, working from our Legacy West Support Center located in Plano, Texas, and is... ...environments preferred. 4+ years of leadership experience managing senior managers, leaders, or multi-functional teams....Work at officeFlexible hours3 days per week
- ...— parent company of Pro Standard — is hiring a CRM / Lifecycle Manager to lead all owned-channel revenue across email, SMS, and loyalty... ...what to send, to whom, when, and why. You'll work across markets including US, Mexico, Canada, UK, Europe, Australia, and Brazil...Daily paidLocal areaShift work
- ...As a Customer Success Manager, you will be responsible for driving customer retention... ...solutions by increasing adoption, improving engagement, demonstrating measurable outcomes, and... ...internal teams across Product, Operations, Marketing, Support, Finance, and Legal to ensure...Contract workRemote work
$80k - $100k
...trusted Snowflake Premier Partner in customer engagements Support co-sell motions and Snowflake... ...complex, services-led solutions to mid-market and enterprise clients ~ Strong... ...executive communication skills ~ Experience managing multiple sales cycles and accounts...Full timeWork at office- ...Sr. Manager, Ce Financial Business Planning & OperationsHeadquartered in Plano, TX, Samsung... ...Management, LOB Finance, PSI/BOPIS, and Marketing to ensure the CE eCommerce business... ...launches (Marketplace, Carrier, Social, FinTech) on overall CE eCommerce revenue mix and...For contractorsShift work
$90 - $100 per hour
...The ServiceNow Leader will work closely with and support our Clients, Technical Architects, Business Process Consultants, Program Management and identified key stakeholders. This position is a unique opportunity for someone with high-energy and a desire to develop their...Remote jobHourly pay
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Engagement Manager - FinTech & Capital Markets. Be the first to apply!
- engagement director Plano, TX
- client experience manager Plano, TX
- member engagement manager Plano, TX
- client solutions executive Plano, TX
- client services coordinator Plano, TX
- client service manager Plano, TX
- client relationship manager Plano, TX
- engagement manager Plano, TX
- client executive Plano, TX
- client engagement manager Plano, TX



