Senior Client Development Advisor – Holistic Investment Thesis Position Available In Fulton, Georgia
Tallo's Job Summary: The Senior Client Development Advisor - Holistic Investment Thesis role involves creating and capturing new client opportunities, shaping client development strategies, building relationships, and delivering expertise. The job requires a -year degree, consulting or corporate finance experience, and proficiency in Excel, PPTX, and communication skills. This position is part of a strategic initiative led by Strategy & Corporate Finance and McKinsey Transformations.
Job Description
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Senior Client Development Advisor – Holistic Investment Thesis
Job ID:
AtlantaAustinBostonCharlotteChicagoClevelandColumbusConnecticut – DarienDallas Do you want to work on complex and pressing challenges—the kind that bring together curious, ambitious, and determined leaders who strive to become better every day? If this sounds like you, you’ve come to the right place.
YOUR IMPACT
Senior Client Development Advisors create and capture new client opportunities, working as a “force multiplier” for Partners and Client Service Teams (CSTs) within a Cell or Solution. They shape, syndicate and execute client development strategies (across white-space, scale-up and retention), build/maintain executive client relationships, develop pipelines, deliver expertise, and capture opportunities based on client needs and our capabilities; always managing client service risk. As a SCDA in Holistic Investment Thesis (HIT) you will learn to shape CEO-ready narratives that frame client companies’ holistic value-creation agenda. You will apprentice with senior Strategy & Corporate Finance (S&CF) along with McKinsey Transformation (MT) leaders on how to translate narratives and agendas into actions for the client. You will live coach on influencing client team leaders and clients to take action. You will apprentice, using a shark-tank approach, fully owning the thesis generation, impact lever sizing, backup analyses and overall document. You will build client-ready communications that highlight opportunities to drive holistic transformation discussions. You will articulate tangible actions the company should take to maximize shareholder value, specifically, operational actions that can be handed off to an executive with a PE owners’ mindset, focusing on impact. You will collaborate with our experts to ensure financial analyses are accurate and that operational levers are translated into financial impact and vice versa. You will lead quality control of the analyses supporting the integrated thesis, including the underlying valuation model.
You will work directly with client leaders to drive change that is critical to successful realization of goals across the organization’s landscape. As a SCDA in HIT, you will:
Identify new opportunities at target clients based on understanding of client needs, market dynamics and our capabilities; buoyed by insight on what it takes to “win”
Work with the CST to orchestrate and drive the client conversation, applying a proven HIT formula on what it takes to “win”; the essence of the role is to uncover new opportunities in a holistic, bold way and define clear off-ramps to support execution
Estimate opportunities across multiple dimensions and collaborate with experts across the firm to make them specific and actionable
Take accountability to deliver highest quality output, to support CEO/CFO discussion, by leveraging deep expertise in corporate finance, combined with experience in investment banking and transformation
Educate CSTs on how to develop a holistic agenda for a client, backed by a solid fact base
Drive execution of client development agenda, collaborating with Cell/Solutions/CST leaders and take primary accountability for results; managing pipeline and account plans
Work hand in hand with leadership to shape the agenda for the sector (e.g., identify priority clients and strategic discussion points, develop materials, monitor progress, etc.)
Actively work with McKinsey leaders on engaging with clients in follow up discussions (after initial HIT discussion) to broaden client buy-in, keep momentum and tailor our proposals; engage actively with McKinsey leaders and clients when new developments arise, especially when these could be a ‘critical moment’ opportunity to connect with clients (e.g., changes in share price/analyst sentiments, M&A activity, etc.)
Build and maintain a broad network and deep expertise in the sector
Develop client relationships as part of HIT delivery and follow-up engagements with clients; maintain client relationships built on expertise (e.g., with Finance, Controlling, MA, IR, etc. clients)
In the long run, maintain selected client relationships during transformation execution and regular check-ins with clients, in collaboration with McKinsey leaders
Build and maintain extensive and deep network within the S&CF practice globally (e.g., closely works with Partners/Senior Partners and % of Senior Knowledge Experts on a regular basis); maintain strong network in selected global sectors based on expertise (e.g., Consumer, AI)
Engage relevant McKinsey leaders and Experts at appropriate time to collaborate in bringing the best of the firm to our clients; occasionally play content/delivery leader roles as the relevant expert
Bring content and insights from across the firm practices to internal leaders and clients, actively navigating and prioritizing what content is most relevant for the client, given the insights of the HIT
Occasionally, engage with clients as content leader on S&CF topics that were identified as part of the HIT (e.g., investor relations strategy, M&A, portfolio strategy)
Manage, inspire, and coach team on client development projects, building client development skills of other colleagues
Actively build the HIT product, integrating insights across practices, shaping the output to be clear, concise and directly linked to shareholder value
Deliver trainings for a variety of audiences on value creation and other HIT adjacent topics
Contribute to the firm beyond core role (e.g., shaping a solution or service line, contributing to path innovation, recruiting, learning)
YOUR GROWTH
You will join the Holistic Investment Thesis (HIT) team, which is a firm strategic initiative co-led by Strategy & Corporate Finance (S&CF), McKinsey Transformations (MT) with contributions from Marketing & Sales (M&S), Sustainability, People & Organizational Performance, Operations and Digital and Analytics (DnA) practices. The HIT team aims to expand on firm introductory capabilities and analytic distinctiveness through rapid delivery of actionable value creation recommendations derived from an in-depth understanding of the business fundamentals, enabling more effective strategic discussions at the CxO level.
You will participate in the delivery of the holistic investment thesis to senior client team leaders such as partners & senior partners, along with our external clients.
You will be expected to articulate the tangible actions the company should take to maximize shareholder value, specifically, operational actions that can be handed off to an executive with a PE owners mindset with a focus on impact, not niceties. You will collaborate with other experts to ensure financial analyses are accurate and that operational levers are translated into financial impact and vice versa. You will lead quality control analyses supporting the integrated thesis including underlying valuation model.
YOUR QUALIFICATIONS AND SKILLS
-year degree required, advanced degree, preferably an MBA or master’s degree in a relevant field preferred years of consulting or industry experience in corporate finance, strategy or private equity; prior experience as a consultant in a professional services firm preferred
Enough familiarity with corporate finance to quality control models and analyses
Comfort articulating insights and implications from non-financial lenses
Comfort with building storylines (thesis) that integrate multiple workstreams
Comfort with speaking with C-Level clients and ability to build consensus for their ideas and help lead without formal line authority
Comfort with ambiguous, ever-changing situations
Excel, PPTX, story-lining, and synthesis skills
Ability to communicate effectively, both verbally and in writing, in English and local office language(s)
Ability to work collaboratively in a team and create an inclusive environment with people at all levels of an organization
Entrepreneurial approach, ability and desire to initiate the identification and pursuit of innovative ideas, complemented with great attention to details