Vice President, Client Insights and Advisory (Financial Services)

Vice President, Client Insights and Advisory (Financial Services)

About the Company

Premier insights & advisory organization

Industry
Market Research

Type
Privately Held

About the Role

The Company is in search of a Vice President for Client Insights and Advisory within the financial services sector. The successful candidate will be a commercially minded insights leader with a focus on consultative client engagement, strategic account growth, and the identification of opportunities where research and advisory solutions can drive significant business impact. Key responsibilities for this role include developing and nurturing relationships with senior stakeholders across financial services organizations, partnering with clients to understand their business challenges, and serving as a strategic thought partner by providing industry trends and market intelligence. The role also involves account development, commercial growth, and insight-led solution development, as well as maintaining commercial visibility and collaboration with internal teams. Applicants should have 10-15+ years of experience in a commercial, consulting, or client leadership role within insights, research, analytics, or advisory environments, with a strong familiarity of the financial services ecosystem. The ideal candidate will be consultative, insight-driven, and commercially aware, with a proven ability to grow strategic client relationships and uncover opportunities for expanded engagement. Strong communication skills and executive presence are essential, as is the ability to work with research, data, or analytics-driven solutions. The role requires a professional who is motivated by building long-term client value, rather than transactional selling, and who can thrive in a collaborative, fast-paced environment.

Travel Percent
Less than 10%

Functions

• Business Development
• Account Management/Optimization