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
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...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- ...Title National Field Finance Vice President Job Description As... ...0 advisors with data-proven insights and recommendations that support... ...Translate complex financial and behavioral data into concise... ...years of relevant Financial Services experience with an analytics...Home office
$400k
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