Client and Executive Experience Center Advisor - Hybrid

About the role

The Client and Executive Experience Center Advisor owns the executive briefing and experience center engagement strategy that supports growth, executive relationships and brand positioning. The position serves as the strategic owner of Velera's executive visitor engagement program and is responsible for designing, delivering and continuously enhancing high-impact experiences for clients, prospects, partners, industry analysts, executive leaders and other key stakeholders. This role exercises significant independent judgment in tailoring engagement strategies, executive briefing content and experience center programming to align with business objectives, strengthen brand perception and support growth initiatives. The ideal candidate possesses exceptional executive presence, advanced presentation and facilitation skills, and the ability to influence diverse audiences while engaging effectively with senior executives and external stakeholders.

Responsibilities

• Develop and continuously evolve the Experience Center engagement strategy to support organizational growth objectives, executive relationship-building efforts and corporate brand initiatives.
• Collaborates directly with senior leadership to ensure alignment of visitor experiences with enterprise priorities and strategic initiatives.
• Welcome and register visitors, ensuring a professional and hospitable experience.
• Create and conduct guided tours for a variety of audiences, including clients, prospects, partners, employees, high-level executives, industry analysts and community groups.
• Develop and deliver engaging presentations that communicate Velera’s story, mission, values, products, services, innovations, advocacy and strategic vision.
• Own and tailor tour content, messaging and presentation pathways based on audience interests, industry, role and business objectives.
• Manage all aspects of onsite tour flow including timing and logistics to ensure a seamless visitor experience.
• Serve as a knowledgeable company representative and brand ambassador.
• Demonstrate a strong understanding of the credit union and banking industry, as well as the overall financial services industry landscape, to effectively engage with tour participants.
• Stay informed about Velera news, product updates, strategic initiatives and industry trends