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Consulting

PriceMetrix Client Development Advisor

Job ID: 93516
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Are you driven by the opportunity to tackle complex challenges and work alongside top leaders? Do you want to be part of a team that delivers outcomes that others simply can’t? If so, you’ve come to the right place.

Who You'll Work With

PriceMetrix is a prominent entity within McKinsey & Company’s Banking Practice which stands as the premier provider of practice management software for wealth management firms across North America. Leveraging advanced analytics and industry benchmarking, PriceMetrix empowers financial advisors and their firms to enhance their client experience and effectively drive business growth. 
Our PriceMetrix team is headquartered in downtown Toronto. We operate within a collaborative team environment where you'll work closely with intelligent, engaging colleagues who are committed to delivering exceptional performance. In this role, you will report directly to the Senior Asset Leader for PriceMetrix.

Your impact within our firm

In this role you will collaborate with leadership to help increase the growth of PriceMetrix by cultivating client relationships and identifying impact opportunities with both existing and prospective clients.  
You will work directly with clients, particularly with executive client leadership, to understand their business challenges and to propose the appropriate PriceMetrix products or services to address those challenges. You will also collaborate with McKinsey partners and client service teams, developing an internal network within McKinsey to unlock opportunities for PriceMetrix to increase the impact of existing firm relationships.
You will lead virtual and on-site presentations to both internal and external prospective clients. You will write proposals, manage procurement, and negotiate and close agreements together with relevant PriceMetrix and Practice leaders.
You will become an expert in PriceMetrix products and services, 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.

Your qualifications and skills

  • 10+ years of strategic business development, combined with consulting experience
  • Bachelor’s degree or equivalent; advanced degree a plus
  • Successful track record developing client relationships in the wealth management space to help build PriceMetrix client base
  • Proven ability at concluding multi-year large contracts
  • Fluent in the retail financial services vertical
  • Able to apply a critical perspective that is beneficial to prospects and existing clients
  • Entrepreneurial approach; ability and desire to initiate the identification and pursuit of innovative ideas in business development while orchestrating C-level stakeholder management
  • Well-versed in concepts and approaches related to marketing and client development processes
  • Excellent communicator and presenter, including the ability to write persuasively and effectively, develop communications strategy, and to manage information flow
  • Strong written, verbal and listening skills with an ability to communicate successfully with senior client audiences in English (French also helpful)
  • Comfort with ambiguous, ever-changing situations
  • Ability to work collaboratively in a team and create an inclusive environment with people at all levels of an organization
  • Strong motivator, relationship builder, and strategic thinker with strong analytical skills
  • Keen attention to detail, coupled with strong organizational skills
  • Comfortable in rapid, results-focused environments
  • Strong organizational skills and an ability to confidently handle multiple tasks and priorities
  • Willing to persevere in the face of obstacles and challenges
  • Able to identify client needs and bring them to the surface
  • Willingness to sporadically travel within North America and for multi-day periods
Please review the additional requirements regarding essential job functions of McKinsey colleagues.
Industries
  • Financial Services
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FOR U.S. APPLICANTS: McKinsey & Company is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law.

Certain US and Canadian jurisdictions require McKinsey & Company to include a reasonable estimate of the salary for this role. For new joiners for this role in Canada and/or the United States, including all office locations where the job may be performed, a reasonable estimated range is $220,000 - $225,000 in USD and $240,000 - $249,000 in CAD — to help you understand what you can expect. This reflects our best estimate of the lowest to highest salary for this role at the time of this posting, ensuring you have a clear picture right from the start, though it's important to remember that actual salaries may vary. Factors like your office location, your unique blend of experience and skills, start date and our current organizational needs all play a part in determining the final figure. Certain roles are also eligible for bonuses, subject to McKinsey's discretion and based on factors such as individual and/or organizational performance.

Additionally, we provide a comprehensive benefits package that reflects our commitment to the wellness of our colleagues and their families. This includes medical, mental health, dental and vision coverage, telemedicine services, life, accident and disability insurance, parental leave and family planning benefits, caregiving resources, a generous retirement contributions program, financial guidance, and paid time off.

FOR NON-U.S. APPLICANTS: McKinsey & Company is an Equal Opportunity employer. For additional details regarding our global EEO policy and diversity initiatives, please visit our McKinsey Careers and Diversity & Inclusion sites.

Job Skill Group - CSS Associate
Job Skill Code - CDA - Client Development Advisor
Function -
Industry - Financial Services
Post to LinkedIn - Yes
Posted to LinkedIn Date - Thu Nov 21 00:00:00 GMT 2024
LinkedIn Posting City - New York
LinkedIn Posting State/Province - New York 
LinkedIn Posting Country - United States
LinkedIn Job Title - PriceMetrix Client Development Advisor
LinkedIn Function - Business Development;Consulting;Finance
LinkedIn Industry - Banking;Investment Banking;Management Consulting
LinkedIn Seniority Level - Mid-Senior level