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Director - Research

Rochester, NY, us💼 Full-time🗓 2026-08-13 → 2026-09-26

Core

Manage and grow a portfolio of Financial Markets accounts (Investment Banking, Asset Management, PE, Pension Funds) by driving revenue expansion, renewals, and cross-sell opportunities.

Role type

Senior Account Director / Business Development Lead

Builds

Account plans, client propositions, and strategic partnerships for Sutherland's Research & Financial Markets division

Domain

Financial Services / Investment Research / Managed Services

Deliverable

client delivery

Required skills

Account management, enterprise sales, revenue forecasting, stakeholder mapping, proposal development, commercial negotiation, pipeline management, CRM hygiene

Preferred skills

Financial Markets domain expertise, offshoring/outsourcing sales, front-office experience, thought leadership generation

Technologies

CRM systems, financial data platforms, analytics tools

Responsibilities

Manage named accounts across Investment Banking and Asset Management; develop deep client relationships with CXO-level stakeholders; identify whitespace opportunities and growth strategies; deliver high-quality pitches and business reviews; partner with delivery teams to ensure strategic value; support proposal development and contract renewals.

Seniority

Senior, hands-on IC with leadership responsibilities

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