Vice President, Financial Services Insights and Advisory
Confidential
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
- ...Vice President, Accounting Advisory About the Company Top-tier provider of high-quality financial services Industry Financial Services Type Privately Held About the... ...and dashboards to offer data-driven insights, as well as to mentor and coach junior...Suggested
$152k - $215k
...built on a deep commitment to client service and to our people. We embrace... ...brands and reputations. Senior Vice President - Weber Advisory & Financial Services Weber Advisory, the strategic... ...services sector to deliver insight-driven, integrated programs spanning...Suggested$225k - $300k
...rankings from Inc.5000, The Financial Times and Consulting... ...solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction... ...unparalleled results. The Vice President (VP), Accounting Advisory... ...through data-driven insights, innovative technology and...SuggestedInterim roleWork at officeRelocation$150k - $165k
...offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and... ...transactions. Role Overview SSIB is seeking an experienced Vice President to join its Chicago, [New York], or Boston office. The role...SuggestedWork at officeRemote workWork from homeFlexible hours$175k - $200k
...Description Job Description Vice President, Accounting Advisory About Palm Tree... ...creation firm that integrates financial consulting, operational... ..., and investment banking services. Founded in 2010, Palm... ...Financial Analysis & Operational Insight Review and finalize...SuggestedWork at officeImmediate start- ...their goals. J.P. Morgan Private Advisory is a cross-disciplinary group... ...and external forums to share insights and best practices in... ...address regulatory, strategic, and financial objectives. Serve as a... ...law, accounting, or financial services firm preferred ~ Experience...Work experience placementBank staffWork at office
$250k
...Vice President, Asset-Backed Finance We are trusted investment... ...around the world. Our services include mergers and acquisitions advisory, private funds and... ...intelligence and strategic insights, we forge deep,... ...providing valuation and financial advisory services across...Currently hiringWork at officeRemote workWork visaMonday to ThursdayShift work- ..., we provide investment and advisory services for pension plans, sovereign... ...companies, endowments, foundations, financial advisors and individuals. Marketing Data & Insights: About the Role The... ...172326 Job Category Vice President Locations Chicago, IL, United...
$120k - $215k
...Excellence ®. Both our client service and culture are second to... ...lead Accounting & Reporting Advisory engagements with primary responsibility... ...matters Preparation of financial statements, footnotes, and... ...overall efficiency and insight. The selected candidate...Local areaFlexible hours$160k - $210k
...VP Transaction Advisory Services Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment... ...delivering independent strategic and financial advice to corporations, financial... ...provides our team with greater industry insights and knowledge on current market dynamics...Work at officeWorldwide- ...Vice President, Portfolio & Wealth Advisory New York, NY or Chicago, IL BBR Partners is a premiere, boutique... ...investment and wealth management services to high-net-worth individuals and... ...our client base Contribute your insights to the sales and marketing process...Temporary workWork experience placementCasual workWork at officeRemote workFlexible hours
- ...APAC Immigration Lead, Vice President Discover your future at Citi... ...We provide a broad range of financial services and products to our clients... ..., and providing expert advisory services to business and HR... ...enhancements. Utilize data and insights for compliance and risk...Flexible hours
$160k - $200k
## Vice President, Transaction Advisory Services, Accounting and Financial Reporting - ChicagoApplylocations: Chicago, IL, USAtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R3269**Business Unit:**Financial And Valuation Advisory**Industry:**Transaction...ApprenticeshipWork at officeWorldwide- A global financial services firm is seeking a Business Analytics Vice President to drive analytics strategy within the Commercial & Investment Bank’s Global Services... ...partnering with senior stakeholders to deliver insights through data analysis, managing complex analytics...
$152k - $215k
...fostering creative collaboration. Senior Vice President - Weber Advisory Weber Advisory, the strategic... ...new business opportunities in the financial services sector. Key Responsibilities Secure... ...sector by developing POVs, insights, and visibility for our leaders. Oversee...Work at office$100k - $250k
...Vice President/Director - Futures Sales & Trading (Eurex Focus) Location... ...Chicago, the DV Group of financial services firms has grown to more... ...firm, and several investment advisory firms. We are seeking a... ...market partner, providing insight on positioning, liquidity,...WorldwideFlexible hours- ...Vice President of Finance About the Company Rapid-growth financial technology (FinTech) & SaaS startup Industry Financial Services Type Privately Held About the Role The Company... ...firms, or corporate finance/M&A advisory, and a proven track record in...
$160k - $225k
...Vice President, Transaction Advisory Services $160,000 - $225,000 Boston, MA Financial Due Diligence! Jobot Pro: Jacob Vane Easy Apply Now A bit about us: Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic...Flexible hours$87k - $195k
...Excellence ®. Both our client service and culture are second to... ...ll Make As a full-time Vice President or Senior Vice President in... ...clients, you provide critical insights that directly inform investment... ...Collaborate with financial diligence and quality of earnings...Full timeLocal areaFlexible hours$110k - $225k
...immediate opening for a Senior Vice President to join our TRUE Global... ...harnessing research and data-driven insights to achieve client business... ...units, therapeutic areas, service lines, geographic expansion,... ...accounts to meet firm's financial goals. Accountable for the quality...Work at officeLocal areaImmediate start- ...Vice President, Social Media Strategy JPMorgan Wealth Management is seeking a strategic... ...clear business impact and actionable insights for senior stakeholders Partner... ...content development, or digital marketing: financial services or a regulated industry ~...
- ...Vice President, Investment Banking About the Company Leading investment bank focused on healthcare M&A and strategic advisory. Industry Financial Services Type Privately Held About the Role The Company is in search of an Investment Banking Vice President...Bank staffRemote work
$156.56k - $224.91k
...Novartis, Samsung, Visa and more. Overview The Strategy and Insights team partners with Planning, Analytics, and Investment teams to... ...state law, genetic information, marital status, military service and veteran status, or any other characteristic protected by applicable...Temporary workFreelanceWork at officeLocal areaFlexible hours$250k - $350k
...Vice President, Transaction Advisory Services At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy... ...featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a...Interim roleWork at officeRelocation$176k - $288.77k
...Group Vice President, Performance Strategy The Group Vice President, Performance Strategy... ...business. Our client is an American financial services company providing banking and insurance... ...—driving holistic strategies that tie insight to action and marketing to business outcomes...Temporary workFreelanceWork at officeLocal areaFlexible hours- ...Vice President Field Performance And Incentive Strategy At J.P. Morgan Wealth Management, our Financial Advisors serve as trusted partners to clients every... ..., transparency, and service to drive the right behaviors... ...research, sharing insightful reports and analyses with...Remote work
$400k
...featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This... ...solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction... ...leadership and clients. The Vice President, IB // Consumer M&A role at Portage Point...Interim roleWork at officeRelocation- ...Vice President of Curriculum About the Company Nationally focused provider of technology & advisory services Industry Business Consulting and Services Type Privately... ...disparity research financial services pk-12 education higher...Local area
$145k - $225k
...Vice President Portfolio Valuation Houlihan Lokey, Inc. (NYSE:HLI)... ...delivering independent strategic and financial advice to corporations,... ...and financial and valuation advisory. Our unmatched transaction... ...worldwide, across a wide range of services. Houlihan Lokey's PV...Work at officeWorldwide- ...Vice President of Patent Underwriting About the Company Recognized provider of investment... ...for litigation Industry Financial Services Type Public Company Founded... ...Management Risk Analysis Advice and Advisory Services Legal Assistance...
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