Associate Director, Solutions

Role Description

YipitData Solutions is your client’s institutional data partner, turning YipitData’s proprietary data and infrastructure into your firm’s private advantage.

• Syndicated research often covers the “core,” but many clients’ edge lives outside the core (niche, proprietary theses; uncovered names).
• Teams are frequently resource constrained (limited time and internal data capacity).
• Solutions extend an investment team’s capabilities by providing:
  • Technical execution for theses
  • On-demand access to our dataset library + analyst bench
  • Infrastructure to move faster and go deeper

We’re looking for a team lead to run and scale Solutions: a client-facing team delivering bespoke analysis and data products ranging from simple data pulls and aggregations to custom web scrapes, deep-dive diligence, and ongoing data feeds built to spec.

This role reports to the Head of Public Investor Product and will work closely with Revenue, Research, Data Engineering, Application and Partnerships to scope, deliver, and grow Solutions engagements.

This role is remote-friendly and can be based in NYC, one of our hubs in Austin, Miami, Los Angeles (CA), and Cupertino (CA), or anywhere in the US. We offer NYC-based salaries for all US roles, regardless of location.

As Associate Director, YipitData Solutions, your key responsibilities will include:

• Own the Solutions client experience from discovery to delivery.
• Lead discovery with prospects and clients to uncover the “real question” behind the ask, define success criteria, and translate investment theses into concrete deliverables and timelines.
• Set expectations early and clearly (scope, feasibility, methodology, tradeoffs), and ensure deadlines are hit.
• Partner with Revenue to drive Solutions growth (commercial + scoping).
• Support client conversations by articulating Solutions’ value: technical execution + on-demand library access + proprietary infrastructure.
• Help package and scope engagements across commercial models (ad hoc credit-based work vs. dedicated “full partnership” resourcing).
• Lead a high-performing delivery team:
  • Manage, mentor, and develop a team of data/insights analysts executing incoming and recurring projects.
  • Establish quality bars for analytical rigor, reproducibility, and “client-ready” outputs (clean narratives + clear assumptions + defensible methods).
• Deliver bespoke outputs across the full YipitData library:
  • Leverage (and help clients navigate) a broad set of dataset types—e.g., email receipt panels, transaction data, software spend, web traffic, app data, web-scraped data, connected accounts, healthcare purchasing, and targeted interviews.
  • Drive delivery across one-off deep dives and ongoing feeds (examples include market share files, targeted interviews, custom scrapers, and recurring deliveries built to client specifications).
• Build the “operating system” for Solutions:
  • Define best practices for intake, scoping, project management, QA, and reuse (templates, playbooks, repeatable pipelines).
  • Improve capacity planning, prioritization, and visibility across the Solutions pipeline.
• Leverage AI to scale Solutions delivery and increase capacity:
  • Identify and implement AI-enabled workflows (e.g., assisted scoping, faster data QA, automated recurring deliverables, narrative drafting) to improve turnaround times, consistency, and team throughput while maintaining a high quality bar.
  • Build reusable, AI-assisted “solution kits” and automation for repeatable work.

Qualifications

• 5+ years of experience using alternative data to answer high-impact questions.
• 1–2 years of people leadership (or clear examples of leading teams/projects).
• Experience working directly with end clients and consistently uncovering the underlying need behind the request.
• Strong interest in leveraging AI to enhance ETL, data pipelines, and analytical workflows.
• Comfortable with SQL and Python, with experience building/maintaining production-grade workflows (Databricks/Spark/GitHub familiarity a plus).
• Strong experience working with large, messy, evolving datasets—especially where definitions/taxonomies change.
• Strong commercial instincts: ability to partner with Revenue to scope work cleanly and deliver an excellent, repeatable client experience.
• Preferred: exposure to institutional investor workflows and stakeholders (fundamental analysts and/or data teams).

Benefits

• Competitive salary and comprehensive benefit offerings.
• Opportunities to grow your career by taking on new challenges and developing new skillsets.
• Regular career conversations with your manager to discuss short and long-term career goals.
• Growth determined by impact, not by tenure or office politics.
• Empowerment to learn, self-improve, and master skills in a supportive environment.