Principal Associate, Financial Services

Role Overview

• Support development and ongoing management of strategic client plans, including current and prospective client research to identify opportunities
• Conduct disciplined outreach to current and prospective clients via email, LinkedIn, and phone to generate interest, introductions, and content meetings
• Assess, qualify, and dimension new business opportunities and support the construction of winning consulting proposals
• Leverage proprietary tools to identify, connect with, and vet appropriate consultants that match project requirements
• Build relationships with network consultants; conduct pre-engagement interviews and help prepare them for successful client engagements
• Facilitate pre
• and post-project activities, including consultant in-briefs, team preparation, project check-ins, and post-project feedback and lessons learned
• Facilitate all aspects of client onboarding and support, including internal coordination to ensure exceptional experience and high-quality outcomes
• Monitor active consulting engagements, identify new opportunities/address issues, and facilitate post-engagement knowledge retention
• Collaborate with Managing Director, Marketing, and practice consultants to produce/distribute content and coordinate events to build market awareness
• Facilitate ongoing development and enhancement of catalog of consulting capabilities across industry sub-segments, functional disciplines, and use cases
• Support efforts to build a thriving, collaborative community of independent consultants on par with leading traditional consulting firms

Requirements

• Bachelor’s Degree (MBA or Advanced Degree a plus)
• 4-6 years of business experience, prior financial services and/or consulting background strongly preferred
• Strong communication skills (written/verbal) and comfort interacting and building relationships with senior executives and industry professionals
• Excellent problem-solving ability, using a thoughtful approach and financial/analytical acumen to conduct research and identify new opportunities
• Project/deal management discipline, with prior experience managing complex projects and/or high value deals from inception to successful completion
• Entrepreneurial mind-set and the initiative, drive, and flexibility needed to operate in a dynamic environment, work through ambiguity, and deliver results
• Commitment to teamwork, collaboration, and community building

Benefits

• Flexible paid time off
• 13 company holidays + a week off from Christmas through New Years
• Twelve weeks of paid parental leave regardless of how you choose to grow your family
• Generous health insurance coverage as well as optional vision and dental
• 401k to save for retirement
• Pre-tax commuter and flexible spending accounts
• A lifestyle spending account to be used towards cell phone, internet, commuting, and learning & development
• Wellness stipend for your mental, emotional, or physical wellbeing needs and support
• Work from Home stipend