Managing Director, Markets Client Intelligence
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Managing Director, Markets Client Intelligence
About the Role
Greater Boston, MA Area
;Greater Jersey City, NJ Area
The Company is seeking a Managing Director for Markets Client Intelligence. The successful candidate will be tasked with building and leading the client intelligence function, with a focus on transforming various data types into actionable insights that drive business growth. This role is pivotal in establishing a scalable intelligence framework that enhances client engagement, identifies commercial opportunities, and supports long-term franchise growth. The ideal candidate will have a strong commercial mindset, deep expertise in analytics, business intelligence, and modern AI-enabled decision support capabilities, and the ability to influence stakeholders across a complex organizational environment. Responsibilities for this role include developing and managing a team of client intelligence, analytics, and data professionals, creating scalable intelligence frameworks, and analyzing client behavior patterns to improve commercial effectiveness. The candidate should have a minimum of 15 years' experience in financial services, capital markets, fintech, or related fields, and a proven track record in leading data-driven transformation initiatives. Strong technical proficiency in analytics and data tools, as well as experience in AI, machine learning, and advanced analytics, is essential. The role also requires a strong understanding of CRM, client intelligence, and relationship management platforms, and the ability to partner with technology organizations to deliver scalable solutions. An advanced degree in a related field is preferred, and the candidate should be adept at managing ambiguity and leading complex, cross-functional initiatives.
Functions:
- Data Management/Analytics
- Strategy
Compensation
USD $170,000-$267,500 (salary) per year
About the Company
Expanding provider of investment management, research & trading services
Industry
Financial Services
Type
Public Company (STT)
Age
employees
10,001+
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