Client Development Advisor
New York/Toronto
5d ago

Location : New York / Toronto


  • Proven performer with at least 10 years of strategic business development, combined with consulting experience
  • Entrepreneurial, with a keen interest in proactively building the PriceMetrix client base
  • Fluent in the retail financial services vertical
  • Able to engage with individuals at all levels within an organization
  • An excellent communicator and presenter, including the ability to write persuasively and effectively, develop communications strategy, and to manage information flow
  • Well-versed in concepts and approaches related to marketing and client development processes
  • Able to listen effectively and handle diverse personalities
  • A strong motivator, relationship builder, and strategic thinker with strong analytical skills
  • A professional with a keen attention to detail, coupled with strong organizational skills
  • Willing to persevere in the face of obstacles and challenges
  • Able to identify client needs and bring them to the surface
  • Able to apply a critical perspective that is beneficial to prospects and existing clients
  • Successful at concluding multi-year large contracts
  • Willing to travel
  • Who You’ll Work With

    You will work with our PriceMetrix Client Development team in New York and will report to the President and co-founder of PriceMetrix.

    PriceMetrix is a part of McKinsey New Ventures, and is the first choice in practice management software for North American retail wealth managers.

    Our solutions use analytics and industry benchmarking to help advisors and their firms better serve their clients and grow their businesses.

    PriceMetrix users deliver measurable client impact. PriceMetrix directly measures aggregated data representing 12 million investors, $6 trillion in investment assets, one billion transactions, and 2.

    5 million fee-based accounts.

    PriceMetrix combines its patented processes for collecting and classifying data with proprietary measures of revenue, assets, and households to create the largest and most insightful retail wealth management dataset available today.

    Founded in 2000 and headquartered in Toronto, Ontario, we serve a notable range of retail wealth management firms within the United States and Canada.

    McKinsey New Ventures fosters innovation driven by analytics, design thinking, mobile and social by developing new products / services and integrating them into our client work.

    It is helping to shift our model toward asset-based consulting and is a foundation for and expands our investment in our entrepreneurial culture.

    Through innovative software as a service solution, strategic acquisitions, and a vibrant ecosystem of alliances, we are redefining what it means to work with McKinsey.

    As one of the fastest-growing parts of our firm, New Ventures has more than 1,000 dedicated professionals (including more than 800 analysts and data scientists) and we’re hiring more mathematicians, data scientists, designers, software engineers, product managers, client development managers and general managers.

    What You’ll Do

    You will support PriceMetrix’ growth by cultivating client relationships and identifying impact opportunities with both existing and prospective clients.

    You will also collaborate with PriceMetrix leadership to help them increase PriceMetrix’ profile within the firm.

    You will work closely with McKinsey client teams, particularly with executive client leadership, to help them understand and define their clients’ business challenges, and coordinate effective delivery of the services.

    Your responsibilities will include meeting with McKinsey Partners and Client Service Teams (CSTs), and developing an internal network within McKinsey.

    You will lead on-site presentations to both internal and external prospective clients. You will write proposals, manage procurement, and negotiate and close agreements together with relevant McKinsey leaders and the New Ventures teams.

    You will maintain a current knowledge of industry trends and competitor offerings to inform our new products and you will work with PriceMetrix teams to ensure proposed client solutions are achievable, profitable, realistic, and meet client requirements.

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