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Associate Director, Insights
Job summary
A financial services consultancy is seeking an Associate Director, Insights & Client Delivery. The role involves leading client meetings, delivering insights, and shaping strategy discussions. Candidates should have 3–5 years of relevant experience and exceptional presentation skills. This position offers mentorship from industry leaders and impactful work with top financial institutions, primarily in a remote capacity.
Benefits
Qualifications
- 3–5 years experience in consulting, strategy, research, or financial services.
- Proven track record of executive presentations and client engagement.
- Experience with design teams is a plus.
Responsibilities
- Lead client meetings and presentations to C-suite executives.
- Collaborate with team to develop high-impact reports.
- Support sales initiatives with tailored materials.
Skills
Education
Tools
Location: Remote (Canada preferred)
Reporting to: CEO & Founder, Fathom4sight
About Fathom4sight
Fathom4sight is a premier knowledge-as-a-service platform, shaping the future of financial services through intelligence, foresight, and strategic insights. We work directly with senior executives at top banks, credit unions, and financial institutions to decode the future of FinTech and financial innovation.
The Role
We are seeking an Associate Director, Insights & Client Delivery to join our leadership team. This role will work directly with the CEO & Founder, a recognized thought leader in the global FinTech industry, and play a central role in delivering insights, shaping strategy conversations, and engaging senior executives.
This is a unique opportunity to stand on the frontlines of financial innovation, influencing decisions that shape billion-dollar strategies and growing into a recognized voice in the industry.
What You\'ll Do
- Lead client meetings, presentations, and executive briefings.
- Deliver clear, compelling, and polished presentations to C-suite and senior executives.
- Engage clients to deeply understand their research needs and translate them into actionable deliverables.
- Collaborate with Senior Research Analyst to develop high-impact reports on FinTech and financial innovation.
- Analyze developments across banking, payments, open finance, AI, embedded finance, and SME ecosystems.
- Synthesize findings into compelling narratives and executive-ready presentations.
- Work closely with the Creative Director to ensure deliverables are visually impactful.
- Act as a bridge between research, design, and client delivery.
- Mentor junior team members, while receiving direct mentorship from the CEO.
- Support sales initiatives with tailored decks and briefing materials.
- Contribute to thought-leadership content for newsletters, LinkedIn, and industry events.
- Represent Fathom4Sight externally at conferences and panels.
- Exceptional presenter, confident with executive-level audiences.
- Strong analytical and research skills; able to distill complexity into clarity.
- Skilled storyteller who combines data, visuals, and insights into compelling narratives.
- Excellent communicator, written and verbal.
- Comfortable leading client-facing conversations and managing multiple projects.
- Curious, ambitious, and eager to make a real impact in financial services.
- Degree in Business, Finance, Economics, or related field (Master\'s is a bonus) - or equivalent experience.
- 3–5 years in consulting, strategy, research, client delivery, or financial services (FinTech exposure preferred).
- What matters most is your ability to
- Proven track record of executive presentations and client engagement.
- Strong PowerPoint and presentation design skills; experience with design teams a plus.
- Marketing / sales enablement experience is an asset.
analyze trends, present insights with clarity, and communicate compelling stories
that resonate with senior executives.
- Impactful Work: Influence strategic decisions at Canada\'s leading financial institutions.
- Executive Visibility: Present directly to C-suite and senior executives.
- Mentorship: Work side-by-side with and be trained by a global FinTech thought leader.
- Growth: Build an unmatched career in FinTech and financial innovation.
- Flexibility: Remote-first role, with opportunities to attend top industry events.
This isn\'t just another research role — it\'s your chance to deliver insights that shape billion-dollar decisions and build your reputation as a thought leader in FinTech.
Ready to make your mark? Apply now.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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