CareerPlan

Head of Markets Client Intelligence, Managing Director

Boston, MA, USFull-time2026-10-07 → 2026-11-09

Core

Build and lead a client intelligence function to transform client, relationship, and commercial data into actionable insights driving business growth for institutional investors.

Role type

Senior IC strategy & analytics leader (Managing Director)

Builds

Scalable intelligence frameworks, executive dashboards, and data-driven commercial operating models

Domain

Capital markets / Institutional finance / Data analytics

Deliverable

dashboards & analysis

Required skills

Capital markets expertise, commercial strategy, advanced analytics, AI/ML, data governance, stakeholder influence, team leadership

Preferred skills

Experience with enterprise data ecosystems, strategic account planning, cross-functional partnership

Technologies

AI, advanced analytics, data platforms, BI tools

Responsibilities

Establish long-term vision and operating model for client intelligence; Develop and manage a team of analytics professionals; Create scalable frameworks to transform data into commercial insights; Analyze client behavior to identify growth opportunities; Define quantitative methodologies for engagement and product adoption; Establish performance metrics for client prioritization; Leverage AI to automate insight generation; Deliver executive-ready insights on relationship quality and commercial momentum; Partner with Technology and Sales teams to align business requirements with scalable solutions.

Seniority

Senior, hands-on IC with strategic leadership