Lead client engagements at 15Rock in Toronto with a Principal role focused on analytical reporting outcomes. Leverage extensive financial acumen to drive success in hybrid partner relationships.
This full-time position requires ownership of client outcomes, working closely with senior partners in a fast-paced AI financial intelligence firm. Candidates should have remarkable skills in financial analytics and client relationship management. You'll qualify engagement types, manage delivery timelines, and ensure quality report outputs across institutional accounts.
Key Responsibilities:
• Own senior partner relationships for assigned accounts
• Translate client inquiries into structured engagement briefs
• Qualify delivery options for analytics and custom reports
• Manage day-to-day coordination with the Delivery Manager
• Review reports for analytical rigor and readiness
Requirements:
• 7+ years in consulting or financial services role
• Proven track record i...