Senior Client Success Analyst - Private Capital
McKinsey & Company
QUALIFICATIONSUndergraduate degree with an excellent academic record; MBA/graduate degree a plus5+ years of account management, client relationship management or pre-sales experience in a consultative product or services environment; prior consulting experience desirable but not requiredExperience with SaaS, CRM and/or digital products is required; experience in project management, program management or change management is desirableRelationship management skills; able to manage key stakeholders, both internally and with clientsStrong entrepreneurial drive and sense of ownership with a keen interest in proactively building McKinsey’s Wave solutionCommitment to delivering exceptional resultsA proactive desire to solve new problems and a coachable attitudeReadiness to experiment, radiate learnings, and build playbooks from such iteration to further scale impactClear oral and written communication skills to present complex value propositions to senior client executivesThe role may require up to 30% travel time during some seasons of the yearWHO YOU'LL WORK WITHDriving lasting impact and building long-term capabilities with our clients is not easy work. You are the kind of person who thrives in a high performance/high reward culture - doing hard things, picking yourself up when you stumble, and having the resilience to try another way forward.In return for your drive, determination, and curiosity, we'll provide the resources, mentorship, and opportunities you need to become a stronger leader faster than you ever thought possible. Your colleagues—at all levels—will invest deeply in your development, just as much as they invest in delivering exceptional results for clients. Every day, you'll receive apprenticeship, coaching, and exposure that will accelerate your growth in ways you won’t find anywhere else.When you join us, you will have:Continuous learning: Our learning and apprenticeship culture, backed by structured programs, is all about helping you grow while creating an environment where feedback is clear, actionable, and focused on your development. The real magic happens when you take the input from others to heart and embrace the fast-paced learning experience, owning your journey.A voice that matters: From day one, we value your ideas and contributions. You’ll make a tangible impact by offering innovative ideas and practical solutions, all while upholding our unwavering commitment to ethics and integrity. We not only encourage diverse perspectives, but they are critical in driving us toward the best possible outcomes.Global community: With colleagues across 65+ countries and over 100 different nationalities, our firm’s diversity fuels creativity and helps us come up with the best solutions for our clients. Plus, you’ll have the opportunity to learn from exceptional colleagues with diverse backgrounds and experiences.World-class benefits: On top of a competitive salary (based on your location, experience, and skills), we provide a comprehensive benefits package to enable holistic well-being for you and your family.WHAT YOU'LL DOIn this role you will have a broad range of responsibilities, primarily focusing on leading post-sales engagement. This includes collaborating closely with McKinsey’s client development, operations, and advisory teams to ensure the successful delivery of our solutions and managing ongoing client activities.You will optimize onboarding processes, training, communications, and user adoption strategies, adapting to changing needs throughout the client lifecycle. Building and maintaining meaningful relationships with a portfolio of clients and internal teams is crucial to demonstrate the value of IDA’s offerings and a key part of your role, with the expectation to regularly share additional use cases, identify expansion opportunities, and drive product adoption and satisfaction.Your role also involves leading innovative efforts to broaden client impact and proactively deliver client engagement activities such as workshops, trainings, business reviews, and strategic outreach, particularly introducing new capabilities. You will address and lead the resolution of issues related to adoption, business operations, and client relationships, acting as a client advocate within the team and the broader firm.Furthermore, you will deliver thought leadership by staying abreast of client needs, industry trends, and competitor offerings. This involves building and optimizing client delivery and development strategies, contributing ideas, and spearheading the implementation of new product development, marketing, and operational enhancements. You will also lead the contract extension and renewal process, serving as the main point of contact for all contractual and billing matters. Your position requires a willingness to travel 10-30% of the time, accommodating the needs of our diverse client base, global team, and ensuring the highest level of service and engagement.IDA is part of the McKinsey Private Capital Practice. You will be based in [Atlanta/Boston/Dallas] but also work with colleagues across the globe. You’ll enable sophisticated investment strategies and corporate value creation through IDA, a cloud-based research and capital allocation application, in combination with other GenAI-enabled assets.IDA empowers our clients to research industries, products, and companies and execute deals. We combine the most cutting-edge genAI technologies to McKinsey’s broader offerings to make category dominant value for our clients. Its mix of intuitive technology, proprietary data, and McKinsey business advisory enables clients to perform fast and powerful research, screen opportunities, execute deals, and monitor and generate value creation in their portfolios.As a Client Success Specialist, you will partner directly with our client leaders, collaborate with c-suite executives and work directly with our own internal client service teams to help shape strategy and build our holistic approach to client experience. In this role, you will have the opportunity to engage with a wide array of clients across industries and will have access to McKinsey’s world class training programs and experts to develop deep transformation expertise and best-in-class business acumen.
- About the Job Loopback Health is hiring a Client Services Analyst to be the main point of contact... ...sales team to ensure continual growth and success Requirements Technical Experience:... ...000 list of America’s fastest-growing private companies and consistently ranks among...PrivateFull timeVisa sponsorshipWork visa
- ...building long-term capabilities with our clients is not easy work. You are the kind of... ...as part of McKinsey’s Life Sciences and Private capital Client Capability Network (CCN). As... ...shaping strategic decisions and driving success in a dynamic and impactful field.The CCN...PrivateApprenticeshipWork at officeEasy work
$110.7k - $218.3k
...Transactions team helps guide clients through their most... .... Work you'll do As a Senior Consultant, Strategy,... ...including C-suite and private equity executives,... ...growth and advancement.A successful candidate would... ...clients be prepared to capitalize on opportunities during...SeniorPrivateLocal area- ...creatively about commercial real estate. Clients and investors rely on us for... ...independence.POSITION SUMMARY:The Senior Analyst, Healthcare Capital Markets role supports the National... ...employment with Transwestern is subject to successfully passing a drug screen check prior...SeniorFull timeRemote workShift work
- Title: Senior Analyst, QA Requisition ID: 270661 Salary Range... ...not limited to, the successful candidate’s relevant... ...is a leading Canadian Capital Markets and Investment... ...presence provides our clients an important bridge to... ...wealth management and private banking, corporate and...SeniorPrivateLocal areaFlexible hours
$128k - $252.5k
...Transactions team helps guide clients through their most critical moments... ...and impact. As an M&A Human Capital Senior Consultant you will advise corporate and private equity clients on human capital... ...and post-transaction execution A successful candidate would possess these...SeniorPrivateWork experience placementLocal areaVisa sponsorship- Senior Analyst, U.S. Client Onboarding Requisition ID: 265484 Salary Range: - Please note that the Salary... ..., including, but not limited to, the successful candidate’s relevant knowledge,... ...basic understanding of the banking and capital markets business is necessary, as is...SeniorWork at officeLocal areaFlexible hours
- ...systemsExperience working with external clients, sharing your views and... ...complex issues, engage senior leaders, and drive consensusExposure... ...that is critical to the successful realization of client company... ...services companies and private equity organizations that partner...SeniorPrivateApprenticeshipEasy work
$135k - $195k
...PRACTICE Oliver Wyman’s Private Equity team in North... .... This enables our clients to achieve... ...opportunity to be part of a successful team at the center of... ...Chicago, Dallas Roles: Senior Consultant and Associates... ...risk, reinsurance and capital, people and...SeniorPrivateMinimum wageWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA... ..., focusing on personalized client relationships. With over a... ...beyond."Job DescriptionThe Senior Data Quality Analyst is responsible for... ...can make an impact on the success of the bank, customers and...SeniorPrivate
- ...autonomy to reach your goals.EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who... ...pressing issues they face today and position them for success tomorrow.Our clients are enterprises as diverse as sophisticated...SeniorPrivateFull timeTemporary workLocal area
$225k - $240k
...PRACTICE Oliver Wyman’s Private Equity team in North... ...network. This enables our clients to achieve... ...opportunity to be part of a successful team at the center of... ...open to Associates & Senior Consultants The Role... ...risk, reinsurance and capital, people and investments...SeniorPrivateMinimum wageWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$10k
...through true partnership with our clients. Merging deep industry... ...Europe and Asia. Bellwether is privately held and has offices in Los... ...and Dallas. Overview The Senior Analyst, Portfolio Management (Torchlight... ...in prior endeavors. The successful candidate should have: Job Knowledge...SeniorPrivateFull timeWork at officeLocal areaImmediate startFlexible hours- ...Senior Business Systems Analyst Requisition ID: 259773 Salary Range: - Please... ...including, but not limited to, the successful candidate’s relevant... ..., wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank,...SeniorPrivateLocal areaFlexible hours
- LP Analyst in Dallas is looking for a Business Development... ...business strategy and client solutions. You will work closely with senior team members to build... ...offers exposure to private asset classes and the chance... ...environment. Successful candidates will have a...Private
- ...Senior Client Services Representative The Client Services Representative is primarily responsible for working with The Private Wealth, Inc. officers and high net worth clients across the investment... ...you can make an impact on the success of the bank, customers and your...SeniorPrivateWork at office
- Title: Senior Analyst, GBM Audit COO Office Requisition ID: 262805 Salary... ...including, but not limited to, the successful candidate’s relevant knowledge... ..., wealth management and private banking, corporate and investment banking, and capital markets. Equal Opportunity Statement...SeniorPrivateWork at officeLocal areaFlexible hours
- ...is a leading Canadian Capital Markets and Investment... ...presence provides our clients an important bridge to... ...strategy; and, managing succession and development... ...capability, influence senior stakeholders, and drive... ...wealth management and private banking, corporate and...SeniorPrivateWork at officeLocal areaFlexible hours
$150k - $185k
Senior Property Risk Consultant (AZ, TX, CO, MN, MO, NM) Join to... ...and businesses. We help our clients evaluate their risks and develop... ...insurance, retirement, and private wealth management products and... ...due to our industry‑leading success in mergers and acquisitions....SeniorPrivateLocal areaNight shift$110k
...local expertise committed to customer success. At Scorpion, we are ready to do whatever it takes to help our clients reach their goals. Our technology and personalized... ...across every stage of the journey.The Senior Client Experience Analyst is a strategic partner to the VP of...SeniorWork at officeLocal areaRemote workFlexible hours- to learn more.Sr Private Client Advisor page is loaded## Sr Private Client Advisorlocations:... ...Todayjob requisition id: JR105350Texas Capital is built to help businesses and their leaders... ...bankers who truly invest in people’s success — today and tomorrow.While we are...SeniorPrivateImmediate startDay shift
$130k - $185k
...partner with CEOs, Boards, Private Equity and Governments... ...value for F500 clients. Your key responsibilities... ...Data Scientist Senior Associate/Consultant will... ...Skills and attributes for success Lead ingestion and ETL... ...building trust in capital markets. Enabled by...SeniorPrivateWork experience placementSummer holidayWork at officeFlexible hours$161.25k - $236.5k
...Make good. The Actuary / Senior Actuary - ALM will... ...Management, Investments, Capital Management, and the... ...including public and private fixed income, structured... ...work smarter, serve more clients, and keep our promises... ...position offered. The successful candidate may also be...SeniorPrivateHourly pay- ...Company Overview LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions... ...cutting-edge solutions for our clients. For our analyst team, this means not... ...data including financial statements, capital account and cash flows Develop...PrivateCasual workInternshipWork at office
- ...Hillwood collaboratively builds successful partnerships with public and private landowners, as well as other developers... ...Hillwood possesses the depth of capital, market expertise, industry... ...Properties (HIP) is seeking a Senior FP&A Analyst to join its growing Operations...SeniorPrivateFlexible hours
- # Senior Vice President, Capital Raising & Deal StructuringBlayze GroupSVPReal EstateFull-timeLocationDallas... ...on behalf of a confidential client — an entrepreneurial, institutional-quality... ...capital raising, investment banking, private equity, or real estate capital markets...SeniorPrivateWork at officeLocal area
- About the Opportunity Our client is a high-growth, private equity-backed infrastructure company operating across... ...They develop and deliver large-scale capital projects for some of the world's most... ..., and present actionable insights to senior leadership and cross-functional...SeniorPrivate
- ...leaders and innovators from the private wealth industry who possess a... ...backed by top-tier venture capital firms, fintech investors, and... ...about helping their clients and our teammates achieve more... ...management with you. The Role As a Senior Client Experience Associate,...SeniorPrivateWork experience placement
- ...deliver world‑class financial guidance to ultra‑high net worth clients. You will build deep relationships, orchestrate a seamless client... ...' global resources to meet complex needs. You will work with Private Wealth Advisors to onboard clients, manage liquidity, and execute...SeniorPrivate
$77k - $202k
...SectorNot ApplicableSpecialismCMAAS (Capital Markets and Accounting... ...Advisory Services - Senior Associate, you will provide strategic... ...markets topics. You will advise clients on complex accounting and... ...issues related to both public and private deals, as well as other...SeniorPrivateFull timeH1b
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