Vice President, Financial Services Insights and Advisory

Vice President, Financial Services Insights and Advisory

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 Financial Services Insights and Advisory. The successful candidate will be a commercially minded 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 include developing and nurturing relationships with senior stakeholders across the financial services sector, 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, contributing to the growth of existing accounts, and selectively developing new relationships within the financial services ecosystem. 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 with the financial services ecosystem. The ideal candidate will be consultative, insight-driven, and commercially aware, with a proven ability to grow strategic client relationships. Strong communication skills, executive presence, and the ability to operate at the intersection of research, strategy, and client partnership are essential. 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

• Account Management/Optimization
• Business Development