Vice President

Location: Remote
Contact: dwilberschied@smithhanley.com
Compensation: $170-180,000 + bonus

About the Company

Our client is a global insights and advisory organization partnering with leading financial institutions to deliver market intelligence, consumer research, and strategic decision-support. The firm combines deep financial services expertise with advanced analytics to help clients better understand markets, identify growth opportunities, and make informed business decisions.

The Role

Our client is seeking a commercially minded insights leader to help expand and deepen relationships across the financial services sector. This role focuses on consultative client engagement, strategic account growth, and identifying opportunities where research and advisory solutions can drive meaningful business impact.

Key Responsibilities

Strategic Client Engagement

• Develop and grow relationships with senior stakeholders across financial services organizations including strategy, insights, product, and innovation leaders

• Partner with clients to understand key business challenges and translate them into impactful research and advisory engagements

• Serve as a strategic thought partner by bringing forward industry trends, market intelligence, and insight-led perspectives

Account Development & Commercial Growth

• Identify opportunities to expand client partnerships through new research programs, advisory work, and strategic initiatives

• Work collaboratively with internal research and delivery teams to shape solutions that align with client objectives

• Contribute to the growth of existing accounts while selectively developing new relationships within the financial services ecosystem

Insight-Led Solution Development

• Collaborate with research, analytics, and product teams to design programs that address complex client questions

• Help guide clients through research findings and ensure insights translate into practical business actions

• Support clients in realizing long-term value from insights engagements

Commercial Visibility & Collaboration

• Maintain clear visibility into client opportunities and relationship development through CRM tools (Salesforce)

• Partner closely with leadership and delivery teams to ensure a seamless client experience from engagement through execution

Qualifications

• 10–15+ years of experience in a commercial, consulting, or client leadership role within insights, research, analytics, or advisory environments

• Strong familiarity with the financial services ecosystem including banking, fintech, payments, or insurance

• Proven ability to grow strategic client relationships and uncover opportunities for expanded engagement

• Experience working with research, data, or analytics-driven solutions

• Strong communication skills and executive presence when engaging senior stakeholders

Ideal Profile

The successful candidate will be:

• Consultative and insight-driven in their approach to client engagement

• Commercially aware, with a strong instinct for identifying growth opportunities within relationships

• Comfortable operating at the intersection of research, strategy, and client partnership

• Motivated by building long-term client value rather than transactional selling

• Able to thrive in a collaborative, fast-paced environment