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The Director, Financial Services role reports directly to the VP, Financial Services and is responsible for helping develop and deliver client engagements for Company’s Intelligence Solutions to global financial services clients that include C-Suite executives as well as Advisory and Investment teams within Investment Banks and Private Equity firms. The Company Intelligence Financial Services team also works directly with the Intelligence team to craft and shape solutions and go-to-market strategies that help this group of clients manage the risks they face from the information ecosystem. The Company Intelligence team provides intelligence and assessments that support and underpin M&A deals, activist campaign defense, and key areas of interest for companies such as industry trends, events and competitor analysis. The right candidate will have a passion for helping Financial Services clients develop an understanding and defense system against the risks emanating from the new information ecosystem.
The Director, Financial Services is a key part of a nimble team focused on business and commercial development that draws on the development of world-class, innovative intelligence solutions for C-Suite decision making, enhanced due diligence processes and activism defense. The ideal candidate has a minimum of five years experience working in the financial services vertical in a business development, relationship management, consultancy, and/or investor relations and is passionate about the potential of data-driven information risk intelligence and assessments leading the way in the driving superior strategic decision making processes.
This role demands an outgoing, flexible attitude and attention to detail. You have the ability to multitask on projects at varying levels of complexity, collaborate across teams and act as client lead on key targets, while also supporting the intelligence and assessment process to ensure quality of the final result. You are completely comfortable engaging potential clients and prospects and working with product teams to shape the solutions needed to win business. You are also comfortable working as part of a global team, and navigating a changing media landscape.
Takes responsibility to work with the existing Financial Services and Intelligence team to deliver against client execution, meeting and exceeding Key Performance Indicators.
Works to develop client relationships and build a pipeline of potential new business opportunities with organizations across the Financial Services landscape that can benefit from our Solutions in Activism Defense, Diligence and Competitive Advantage Development.
Actively participates in the building of reporting solutions based on market direction and client needs.
Participates in the delivery of allocated RFPs (request for proposal) from a strategic intelligence and consultancy standpoint.
Works with the Company Intelligence team to guide evolution of our Solutions-based product suite.
Develops and adheres to best practice processes—including rigorous maintenance of Company’s high standards in terms of presentation, reporting and client relations.
Skills & Experience required:
At least five years of relevant experience within a business development, relationship management, consultancy, investor relations or brand/agency environment.
Excellent communication, presentation and client management skills.
Innovative, proactive and hands-on approach to providing clients with creative solutions to address their challenges. Previous experience with client-facing activity a must.
Proficiency in writing skills to craft internal and client correspondence, communications plans, internal and external presentations, new business proposals, etc.
Familiarity and strong interest in leading social media platforms.
Aptitude for building and leveraging business resources and processes to ensure the team works effectively with a collaborative mindset.
Can work strategically to take core insights and intelligence and relate it to the business objectives of the client
BA/MA qualified in a related discipline
Company - Executives
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