Associate Director FS Consulting

1. Business Development & Revenue Generation

– Own an annual BD target; manage a structured pipeline across all assigned client segments

– Identify, qualify, and convert RFP-driven and sole-source consulting mandates

– Lead proposal strategy including technical approach, team structuring, and commercial bid positioning

– Cultivate senior-level relationships (C-suite, CXO, Board) at target institutions

– Represent the firm at industry events, forums, and regulatory working groups

2. Client Relationship Management

– Serve as the primary relationship anchor for key retainer and project accounts

– Proactively identify cross-sell and upsell opportunities within active mandates

– Manage client satisfaction, escalation handling, and repeat mandate conversion

– Maintain a structured account management cadence — reviews, insights, and thought leadership sharing

3. Delivery Oversight & Execution Leadership

– Drive the delivery agenda across concurrent projects — set timelines, quality benchmarks, and output standards

– Bridge the gap between client expectations and internal execution teams; translate strategic intent into workplan

– Review and sign off on key deliverables including decks, models, frameworks, and research outputs before client submission

– Manage backend consultants, analysts, and subject matter contributors across engagements

– Intervene on at-risk deliverables and maintain narrative coherence across complex, multi-module projects

4. Intellectual Capital & Practice Development

– Contribute to knowledge assets — sector primers, benchmarking databases, proposal libraries

– Drive point-of-view development on regulatory, credit, and capital markets trends across FS verticals

– Mentor junior team members on both consulting craft and client navigation