Vice President, Client Insights and Advisory (Financial Services)
Confidential
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
- ...and join a fast-scaling advisory firm with a startup... ...join our Transaction Services team in Denver or Boston... ...mergers, acquisitions, and financial advisory. As part... ...a strong pipeline of clients, and opportunities to... ...into business-driving insights Career acceleration...SuggestedWork experience placementLocal areaFlexible hours
- ...Vice President, Client Development About the Company Expanding market research firm Industry Market Research Type Privately... ...consultative sales conversations related to research design and insights. A key aspect of the role is the development of tailored...Suggested
$87k - $195k
...Relentless Excellence ®. Both our client service and culture are second to... ...Make As a full-time Vice President or Senior Vice President in... ..., you provide critical insights that directly inform investment... ...Collaborate with financial diligence and quality of earnings...SuggestedFull timeLocal areaFlexible hours$110k - $225k
...immediate opening for a Senior Vice President to join our TRUE Global... ...research and data-driven insights to achieve client business objectives. Our... ...units, therapeutic areas, service lines, geographic expansion... ...client accounts to meet firm's financial goals. Accountable for the...SuggestedWork at officeLocal areaImmediate start- ...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... ...models, and experienced in client relationship management. The Vice...SuggestedBank staffRemote work
- ...Vice President, Finance About the Company Reputable investment management firm Industry Financial Services Type Privately Held About the Role The Company is seeking a... ...management, and provide data-driven insights to support decision-making. Key responsibilities...
- ...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...
- ...Senior Vice President, Reinsurance Contract Drafting About the Company... ...management, insurance & consulting services Industry Insurance... ...Insurance Consulting Financial Services Insurance Management... ...meet the specific needs of clients. This role demands a...Contract workWork at office
- ...Market Vice President About the Company Innovative provider of automated healthcare... ...1-5000 Categories Health Care Financial Services Consulting & Professional Services... ...will also be tasked with championing client success, engaging in quarterly business...Flexible hours
- ...Vice President of Client Delivery About the Company Fast-growing provider of technology-enabled healthcare services Industry Hospital & Health Care Type Privately Held... ...helps healthcare clients optimize financial and operational results. Applicants...
- ...Vice President of Business Development, Private Equity and Fund Administration About the... ...provider of fund administration, global financial services & technology solutions Industry... ...business opportunities, and strengthening client relationships. This role involves...
- ...Vice President of Sales, FinTech About the Company Internationally renowned financial technology (FinTech) company Industry Financial Services Type Privately Held About the Role The... ...targeting mid-enterprise level clients across various sectors,...
- ...Clinical Advisory Board Member About the Company Accomplished healthcare organization Industry Hospital & Health Care Type... ...will be responsible for providing expert guidance and insights to support the development and strategic direction of the company...
- ...Managing Director, M&A Advisory About the Company Respected financial advisory firm specializing in investment banking & private capital services Industry Investment Banking Type... ...representing the firm in various client interactions and contributing to...Remote workFlexible hours
- ...Associate Vice President, Technical Due Diligence Advisor About the Company... ...management & infrastructure services Industry Business... ...market, and fostering long-term client relationships within the... ...teams, and providing client advisory services. The role demands a...Local area
- ...Job Description The Vice President of Finance serves as a strategic partner to the executive leadership team, overseeing all financial operations, including budgeting, forecasting, financial... ...strategies. Provide financial insights and recommendations to the CEO and...
- ...Vice President of Finance About the Company Respected telecommunications company Industry... ...of Finance to lead and oversee its financial operations. The successful candidate... ...financial reporting, and providing financial insights to executive leadership for decision-...
- ...Vice President of Finance About the Company Emerging consumer brand Industry Consumer Services Type Privately Held About the Role... ...focused on building strong financial infrastructure, improving... ...into clear, actionable insights. A hands-on, systems-oriented...
- ...Associate Vice President and Wealth Advisor About the Company... ...early-career advisors or financial planning professionals who... ...careers within a sophisticated, client-first advisory platform. The successful candidates... ...to HNW/UHNW client service or financial planning. A...
- ...Vice President, GAAP Accounting and Reporting About the Company Prominent insurance company... ...with various internal teams to ensure that financial reporting is not only accurate and compliant but also provides valuable insights for decision-making. In addition to technical...
- ...Vice President of Accounting About the Company Premier financial services company Industry Financial Services Type Privately Held About the Role The Company is in search of a Vice President of Accounting to take on a pivotal role in overseeing...
$110k - $225k
...and third parties to build visibility for client news and subject matter experts.... ...A proven ability to develop compelling, insight-based strategic proposals and present them... ...anticipated U.S. salary range for the Senior Vice President level is $110,000-$225,000. The...Work at officeLocal areaImmediate startFlexible hours- ...Investment Banking Vice President, Healthcare About the Company Accomplished... ...be involved in strategic advisory and market research across... ...with a strong background in financial modeling, a passion for the... ..., and the ability to manage client relationships effectively....Bank staffRemote work
- ...Vice President, Originations About the Company Respected lower middle market lender Industry Financial Services Type Privately Held About the Role The Company is in search of a Vice President of Originations to play a pivotal role in the expansion...Work at office
- ...Vice President, Corporate Accounting About the Company Reputable insurance & financial services organization Industry Insurance Type Privately Held About the Role The Company is seeking a VP, Corporate Accounting to take on a pivotal leadership...
$290k - $325k
...Job Description As a Vice President at Kearney Activate,... ...AI strategy, helping clients unlock measurable... ...connections-between insights, strategy, technology... ...consulting or professional services background. *... ...such as life sciences, financial services, retail, or...Immediate startRemote workHome office- ...Vice President Financial Accounting About the Company Respected financial services company Industry Financial Services Type Privately Held About the Role The Company is seeking a Vice President of Financial Accounting to join their senior...Work at office
- ...Vice President, Corporate Communications About the Company Expanding... ...and Communications Services Type Privately Held... ...serving as a trusted advisor to clients. Key responsibilities include... ...well as experience in client advisory roles. Core skills include corporate...
- ...Vice President of Land Development About the Company Ambitious venture capital firm... ...Sustainability Corporate Citizenship Financial Contracts Finance Insurance... ...tangible project phases, and a luxury client-caliber professional, comfortable working...Remote work
- ...Vice President of Business Development, M and A About the Company Prominent regional investment management firm Industry Financial Services Type Privately Held About the Role The Company is seeking a VP of Business Development to join their team...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Vice President, Client Insights and Advisory (Financial Services). Be the first to apply!
- vice president staffing Detroit, MI
- vice president research and development Detroit, MI
- vp customer experience Detroit, MI
- vice president nursing Detroit, MI
- vp customer success Detroit, MI
- vice president strategic initiatives Detroit, MI
- vp internal audit Detroit, MI
- vice president of application development Detroit, MI
- vice president shared services Detroit, MI
- vp support Detroit, MI

