Director - Research
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Job Description
Reporting to the Business Head for Financial Markets, key responsibilities include:
► Manage and grow a portfolio of named Financial Markets accounts across Investment Banking, Asset Management, Private Equity, Pension Funds, and large Corporates
► Own account-level revenue targets, with responsibility for expansion, renewals, cross-sell, and upsell opportunities within specified accounts
► Develop deep client relationships across Research, Strategy, Investment Operations, Data, Analytics, Finance, and CXO-level stakeholders
► Identify new opportunities within existing accounts by understanding client priorities, operating challenges, budget cycles, and transformation agendas
► Generate new leads through disciplined outreach, referrals, client mapping, industry research, thought leadership follow-up, and relationship-led prospecting
► Build account plans for key clients, including stakeholder maps, current engagement footprint, whitespace opportunities, competitor presence, and growth strategy
► Position Sutherland’s high-end professional services across Investment Research, Portfolio Monitoring, Market Research, ESG Research, Investment Reporting, Automation, & Analytics
► Collaborate with Sales, Delivery, Solutioning, Research Leadership, and offshore subject matter experts to shape relevant client propositions
► Support proposal development, commercial discussions, pricing inputs, solution design, and contract renewal processes
► Deliver high-quality pitches and business reviews to senior stakeholders
► Maintain a disciplined account management cadence, including pipeline tracking, opportunity follow-up, CRM hygiene, revenue forecasting, and client touchpoint planning
► Ensure client satisfaction by proactively identifying service issues, escalation risks, delivery gaps, and opportunities to improve engagement quality
► Partner with delivery teams to ensure Sutherland is viewed as a strategic partner
► Support marketing and dissemination of thought leadership at various industry forums
► Travel as required for client meetings, account reviews, industry events, etc
Requirements
Function: Research
Experience Level: Not Applicable