Principal Associate managing strategic client planning and project support within Financial Services practice at Catalant. Engaging with financial organizations and driving business growth.
Responsibilities
Support development and ongoing management of strategic client plans, including current and prospective client research to identify opportunities
Conduct disciplined outreach to current and prospective clients via email, LinkedIn, and phone to generate interest, introductions, and content meetings
Assess, qualify, and dimension new business opportunities and support the construction of winning consulting proposals
Leverage proprietary tools to identify, connect with, and vet appropriate consultants that match project requirements
Build relationships with network consultants; conduct pre-engagement interviews and help prepare them for successful client engagements
Facilitate pre- and post-project activities, including consultant in-briefs, team preparation, project check-ins, and post-project feedback and lessons learned
Facilitate all aspects of client onboarding and support, including internal coordination to ensure exceptional experience and high-quality outcomes
Monitor active consulting engagements, identify new opportunities/address issues, and facilitate post-engagement knowledge retention
Collaborate with Managing Director, Marketing, and practice consultants to produce/distribute content and coordinate events to build market awareness
Facilitate ongoing development and enhancement of catalog of consulting capabilities across industry sub-segments, functional disciplines, and use cases
Support efforts to build a thriving, collaborative community of independent consultants on par with leading traditional consulting firms
Requirements
Bachelor’s Degree (MBA or Advanced Degree a plus)
4-6 years of business experience, prior financial services and/or consulting background strongly preferred
Strong communication skills (written/verbal) and comfort interacting and building relationships with senior executives and industry professionals
Excellent problem-solving ability, using a thoughtful approach and financial/analytical acumen to conduct research and identify new opportunities
Project/deal management discipline, with prior experience managing complex projects and/or high value deals from inception to successful completion
Entrepreneurial mind-set and the initiative, drive, and flexibility needed to operate in a dynamic environment, work through ambiguity, and deliver results
Commitment to teamwork, collaboration, and community building
Benefits
Flexible paid time off
13 company holidays + a week off from Christmas through New Years
Twelve weeks of paid parental leave regardless of how you choose to grow your family
Generous health insurance coverage as well as optional vision and dental
401k to save for retirement
Pre-tax commuter and flexible spending accounts
A lifestyle spending account to be used towards cell phone, internet, commuting, and learning & development
Wellness stipend for your mental, emotional, or physical wellbeing needs and support
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