Develop research and analysis that extend beyond simple observation, delivering clear and commercially relevant recommendations that influence critical business decisions.
Play a key role in evolving the team’s mandate, reach, and capabilities to establish it as a proactive and insightful partner embedded in the commercial rhythm of the business.
Ensure that external market dynamics, client needs, and competitive threats continually inform internal priorities and investments.
Translate market and competitive intelligence into actionable strategies that support revenue growth, client acquisition, and retention across intermediary and institutional channels.
Serve as a strategic thought partner to Sales, Relationship Management, and Product leaders to help anticipate market shifts, identify whitespace opportunities, and shape client-centric solutions.

7–10+ years of experience in financial services, ideally within market intelligence, competitive intelligence, management consulting, or strategy roles
Apply advanced financial and strategic analysis to interpret a firm's strategy from its financial results and identify actionable insights for the business.
Synthesize complex industry data into concise, commercially relevant intelligence for senior leaders as well as day to day business partners
Demonstrate ability to influence cross-functional teams, including senior leaders, by making data-driven, strategic recommendations.
Demonstrate strong organization, proactive problem-solving, creativity, and adaptability to changing business priorities.
Display exceptional relationship-building skills, operating effectively across a large, matrixed organization.
Possess executive-level communication capabilities, including the ability to craft compelling narratives and present insights with clarity, confidence, and strategic relevance.
Be curious, question assumptions, and focus on driving commercial results.
Prefer experience in asset management distribution, wealth management, or intermediary channels (but not required).
Hold an MBA, CFA, or similar advanced credential (preferred).

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Director, Market Intelligence

Key skills