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.
$66.5k - $78.2k
...POSITION SUMMARY Client Relationship Analysts provide exceptional service to our... ...Financial Advisor(s)(FAs)/ Private Wealth Advisor(s) (PWAs)/... ...client first mindset, as successful candidate for this role will... ...raise, manage and allocate capital for our clients – helping...PrivateTemporary workWork at officeLocal area$90k - $180k
...segments of the global capital markets. Our... ...of institutional clients in more than 60 countries... ...debate. As a private partnership, we believe... ...the RoleTITLE: Senior Business Systems... ...Senior Solutions Analyst to join the Derivatives... ...instruments.The successful candidate will...SeniorPrivateFull timeWork at officeImmediate startRemote workFlexible hours1 day per week$75k - $94k
...position, with the ideal candidate located in the New York City metropolitan area. Curinos is currently seeking a Client Success Analyst / Senior Analyst to help our clients achieve their deposit objectives. You will support them in using Curinos’ Deposit Optimizer...SeniorPart timeWork at officeWork from homeFlexible hours$90k - $180k
...segments of the global capital markets. Our... ...objectives of institutional clients in more than 60 countries... ...healthy debate. As a private partnership, we believe... ...Team is looking for a Senior Analyst to support our compensation... ...The successful candidate is likely to...SeniorPrivateWork experience placementRemote workFlexible hours1 day per week$80k - $150k
## Senior Business AnalystApplylocations: Boston, MA, United Statestime... ...all segments of the global capital markets. Our investment... ...objectives of institutional clients in more than 60 countries, draw... ...thought and healthy debate. As a private partnership, we believe our...SeniorPrivateRemote workFlexible hours1 day per week$95k - $140k
...technology, and dedicated client service. We focus on making... ...Gray is looking to add a Senior Information Security Analyst on our Information... ...Background MDP is a leading private equity investment firm based... ...firm has raised aggregate capital of over $37 billion and...SeniorPrivateFull timeWork experience placementLocal areaRemote workVisa sponsorship- ...At Oliver WymanOliver Wyman's Private Equity team in North America... ...class network. This enables our clients to achieve differentiated... ...opportunity to be part of a successful team at the center of the firm... ...York, Chicago, DallasRoles: Senior Consultant and AssociatesThe...SeniorPrivateWork experience placement
$66.5k - $78.2k
...Client Relationship Analyst Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular... ...with a client first mindset, a successful candidate for this role will...PrivateTemporary workWork at officeLocal area$90k - $180k
...than $125B of long-term capital globally, and has a... ...capital, LMI has a single client mandate. This gives us... ...of public and private investments, and we are... ...seeking a candidate for a Senior Analyst position on the Portfolio... ...track record of successful work experienceProven...SeniorPrivateLocal areaFlexible hours$100k - $150k
...the best way to help our clients and advance our business.... ...recruiting a Systems Business Analyst Sr to join our Capital Partners Technology Team.... ...company - preferably with Private Banking and/or Investment... ...and expert advice—creating success that lasts. No matter...SeniorPrivateFull timeWork at officeLocal area$135k - $240k
...Private Capital x Commercial Effectiveness – Engagement Manager /Principal... ...expertise to help clients achieve differentiated results... ...help clients achieve lasting success by solving their most complex... ...and networks, presenting to senior audiences, and working day-to...SeniorPrivateContract workWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$100k - $215k
...more than $100B of long-term capital globally, and has a team of nearly... ...capital, LMI has a single client mandate. This gives us the... ...broad spectrum of public and private investments, and we are committed... ...private asset classes. The successful candidate will develop models...SeniorPrivateWork at officeLocal areaFlexible hours- ...Senior Vice President, Senior Actuary, Individual Life Division... ...Industry Insurance Type Privately Held, Private Equity-backed... ...actuarial capabilities. The successful candidate will be a strategic... ...to reinsurance, investments, capital, and risk management. The role...SeniorPrivate
- ...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
$31.2k - $90k
POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...with a client first mindset, a successful candidate for this role will have...PrivateTemporary workWork at officeLocal area$31.2k - $90k
...POSITION SUMMARY: Registered Client Service Associates provide... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams... ...a client first mindset, a successful candidate for this role will... ...we raise, manage and allocate capital for our clients – helping them...PrivateFull timeTemporary workWork at officeLocal area$119.3k - $178.9k
...some of the world’s most successful and innovative investors,... ...disruptors in the life sciences, private equity, real estate,... ...partnering with attorneys and clients to deliver cutting-edge... ...peers.Goodwin is seeking a Senior Business Systems Analyst / Product Owner to support...SeniorPrivateFull time- ...anticipate continued evolution and success within the practice,... ...KPMG is currently seeking a Senior Associate, Infrastructure Project... ...functions for large capital projects Define and implement... ...project types for both public and private clients Master's degree from an...SeniorPrivateFull timeContract workH1bLocal area
$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- ...Associate Vice President, Capital Development About the Company A $10bn+ private equity firm with an external alternative... ...Capital Development team. The successful candidate will be responsible... ...targeting private wealth clients. This role involves managing asset...Private
- ...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
$80k - $105k
...Collectively, Dynamo’s 1,000+ clients manage over $10 trillion in assets. Backed by the largest Private Equity firms in the world -Blackstone... ...to a Fund Controller or Senior Manager within our Outsourcing... ...and e-delivery of investor capital calls and distributions; coordination...SeniorPrivateLocal areaWorldwide$90k - $180k
...all segments of the global capital markets. Our investment... ...objectives of institutional clients in more than 60 countries,... ...and healthy debate. As a private partnership, we believe our... ...We are currently seeking a Senior Guideline Monitoring Analyst (“Analyst”) who will be...SeniorPrivateFull timeRemote workFlexible hours1 day per week- ...implementing rapid and successful operational... ...revenue, cost and working capital levers, business planning... ...capabilities with our clients is not easy work. You... ...engagements we ensure Analysts are exposed to multiple... ...the world - across the private, public, and social sectors...PrivateApprenticeshipWork at officeEasy work
$130k
...some of the world's most successful and innovative... ...in the life sciences, private equity, real estate, technology... ...with attorneys and clients to deliver cutting-... ...peers. As the Research Analyst, you will provide... ...such as Westlaw, Lexis, Capital IQ, PitchBook, Intelligize...Private$105k - $135k
...Business Analyst - SalesforceGen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination... ...II Fund Services is looking for a Client Success Analyst to support and advance its...PrivateWork at officeRemote workWorldwideShift work3 days per week$85k - $115k
...New Hampshire and clients worldwide. Our client... ...is integral to success, and our compensation... ...Research Analyst to join our growing... ...across all major private market asset classes... ...with colleagues, senior stakeholders, and... ...private equity, venture capital, private credit, real...PrivateTemporary workInternshipWorldwideVisa sponsorshipWork visaFlexible hours- ...continued evolution and success within the practice,... ...is currently seeking a Senior Associate in Financial... ...Fortune 1000 companies, private equity investors, and asset... ...senior executives of clients and target companies... ...of earnings and working capital considerations, and potential...SeniorPrivateFull timeH1bLocal area
$75k - $90k
...Description Job Description The Senior Project Manager position is a client facing role on our Client Services... ...related to the operational success of 829's growth marketing, digital... ...by the Inc. 5000 Fastest-Growing Privately Held Companies, Adweek 100 Fastest...SeniorPrivateTemporary workSummer workWork at officeLocal areaRemote work$65k - $90k
...best way to help our clients and advance our... ...career. The Legal Analyst position reports to Senior Counsel or Practice... ...resolution. Ability to successfully manage competing... ...Investor Services and Capital Partners, we work... ...innovation. As a private partnership, every...PrivateWork experience placementLocal area
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