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Associate Director, Client Strategy - Financial Services
Associate Director, Client Strategy - Financial ServicesMorning Consult • Chicago, IL, US
Associate Director, Client Strategy - Financial Services

Associate Director, Client Strategy - Financial Services

Morning Consult • Chicago, IL, US
1 day ago
Job type
  • Full-time
Job description

Job Description

Job Description

About Morning Consult :

Morning Consult is a global decision intelligence company changing how modern leaders make smarter, faster, better decisions. The company pairs its proprietary high-frequency data with applied artificial intelligence to better inform decisions on what people think and how they will act.

This role is available in any of our office locations (Washington, DC; New York, NY; Chicago, IL) or can be based remotely.

Our award-winning and modern, open concept offices are located in Washington, DC, Chicago, IL and New York, NY. All three offices are accessible by public transportation and in close proximity to great restaurants and shopping.

Join us in the office for catered lunch on Tuesdays, Wednesdays and Thursdays or grab a beverage from the fridge for an impromptu after-work happy hour!

The Role :

Morning Consult is seeking a client-obsessed, strategic Associate Director, Client Strategy to serve as a trusted advisor to our financial services, private equity, banking, and fintech clients. Reporting to the Director, Client Strategy, you will play a pivotal role in helping clients leverage consumer and economic sentiment data from our MC Intelligence platform to inform critical business decisions.

You are passionate about consulting, thrive on solving complex business challenges, and are energized by working directly with senior client stakeholders. You have a deep understanding of how data and insights can drive business strategy, and you are relentless in your pursuit of client success. You are constantly monitoring the news cycle and market trends, and you excel at connecting these insights to actionable recommendations for clients.

The Customer Success Team at Morning Consult :

Customer Success team members are experts in the Morning Consult Intelligence products and partner closely with our clients to help them leverage the platform to address critical business needs and goals. Our mission is to drive customer engagement, retention, and expansion by helping clients best leverage their subscriptions to Morning Consult’s syndicated solutions.

What You’ll Be Working On :

  • Serve as a primary strategic consultant and point of contact for a portfolio of financial services, private equity, banking, and fintech clients, ensuring they maximize the value of Morning Consult’s data and insights.
  • Lead client engagements, including onboarding, business reviews, and ongoing strategic advisory sessions, with a focus on tying consumer sentiment data to client business objectives.
  • Develop and deliver tailored recommendations that help clients navigate market shifts, manage risk, and capitalize on emerging opportunities.
  • Build and maintain strong, senior-level client relationships, acting as a trusted advisor and thought partner.
  • Proactively monitor news, industry developments, and consumer sentiment data to surface timely, relevant insights for clients.
  • Collaborate cross-functionally with Account Management, Sales, Product, and Research teams to deliver seamless client experiences and support account growth.
  • Represent Morning Consult in client meetings, industry events, and thought leadership opportunities.
  • Support process improvements and best practices for client strategy delivery, ensuring operational excellence.
  • Perform such other tasks and duties as may be required or assigned from time to time in the Company’s discretion.

About You and What You’ve Done :

  • 8+ years of experience in client relationship management. Experience in financial services, private equity, banking, and fintech is preferred.
  • 3+ years of experience in strategy consulting or financial services, with a strong track record of supporting Fortune 500 clients.
  • Deep expertise in leveraging data, news, and market trends to inform client business decisions.
  • Passion for news, current events, and understanding consumer sentiment.
  • Exceptional communication, presentation, and relationship-building skills, with experience engaging senior executives.
  • Proven ability to deliver actionable insights and strategic recommendations in fast-paced, client-facing environments.
  • Experience collaborating cross-functionally and driving client outcomes.
  • Bachelor’s degree or equivalent combination of education and experience.
  • Growth mindset, coachable, and willing to take feedback, learn, and grow. An ethos of continuous self-improvement.
  • Note :  We view the above section as a guide, not a checklist. Research shows that underrepresented / marginalized groups are less likely to apply for a job if they feel that they don’t meet 100% of the qualifications. We welcome diverse and non-traditional backgrounds and encourage you to apply even if you don’t satisfy every single bullet on this list! It’s expected that you’ll learn and grow throughout your time at Morning Consult, so if you’re open to building new skills, we’d love to hear from you.

    The expected salary range for this position is $107,500 - $174,900 with a midpoint of $141,200.

    In most cases, we target the midpoint of our salary ranges for new hire compensation. This placement is reflective of full proficiency in a role. This role is eligible for additional variable compensation and an equity grant, which will be discussed in your initial recruiter conversation. Please see an overview of Morning Consult’s benefits on our Career Page.

    We are committed to a work environment that is inclusive to all and free of discrimination. It is our policy to be an equal opportunity employer without regard to race, color, religion, sex, age, national origin, disability, sexual orientation, gender identity or expression, genetic predisposition or carrier status, veteran status, citizenship status or any other factors prohibited by law. Morning Consult will provide reasonable accommodations for qualified individuals.

    #LIRemote

    MORNING CONSULT PRIVACY POLICY

    We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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