Talent.com
Client Development Specialist - Holistic Investment Thesis
Client Development Specialist - Holistic Investment ThesisMcKinsey & Company • Toronto
Client Development Specialist - Holistic Investment Thesis

Client Development Specialist - Holistic Investment Thesis

McKinsey & Company • Toronto
30+ days ago
Job type
  • Full-time
Job description
Driving lasting impact and building long-term capabilities with our clients is not easy work. You are the kind of person who thrives in a high performance/high reward culture - doing hard things, picking yourself up when you stumble, and having the resilience to try another way forward.
In return for your drive, determination, and curiosity, we'll provide the resources, mentorship, and opportunities you need to become a stronger leader faster than you ever thought possible. Your colleagues—at all levels—will invest deeply in your development, just as much as they invest in delivering exceptional results for clients. Every day, you'll receive apprenticeship, coaching, and exposure that will accelerate your growth in ways you won’t find anywhere else.
When you join us, you will have:
  • Continuous learning: Our learning and apprenticeship culture, backed by structured programs, is all about helping you grow while creating an environment where feedback is clear, actionable, and focused on your development. The real magic happens when you take the input from others to heart and embrace the fast-paced learning experience, owning your journey.
  • A voice that matters: From day one, we value your ideas and contributions. You’ll make a tangible impact by offering innovative ideas and practical solutions, all while upholding our unwavering commitment to ethics and integrity. We not only encourage diverse perspectives, but they are critical in driving us toward the best possible outcomes.
  • Global community: With colleagues across 65+ countries and over 100 different nationalities, our firm’s diversity fuels creativity and helps us come up with the best solutions for our clients. Plus, you’ll have the opportunity to learn from exceptional colleagues with diverse backgrounds and experiences.
  • World-class benefits: On top of a competitive salary (based on your location, experience, and skills), we provide a comprehensive benefits package to enable holistic well-being for you and your family.
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. 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 thesis including underlying valuation model.
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 Client Development Specialist in HIT you will learn to shape CEO-ready narratives that frame client companies' holistic value-creation agenda. You will apprentice with senior S&CF (Strategy & Corporate Finance) along with MT (McKinsey Transformation) 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 act. 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.
As a Client Development Specialist 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 help 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.
  • Support 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)
  • 4-year degree required, advanced degree, preferably an MBA or master’s degree in a relevant field preferred
  • 2+ years of consulting or industry experience in corporate finance, strategy or private equity. Prior experience as a consultant in a professional services firm preferred
  • Strong financial modeling skills
  • Comfort with conducting financial analyses and building a storyline that integrates multiple workstreams
  • 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 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
  • Ability to communicate effectively, both verbally and in writing, in English and local office language(s)
Create a job alert for this search

Client Development Specialist - Holistic Investment Thesis • Toronto

Similar jobs
Business Development Specialist - EasyHR Group

Business Development Specialist - EasyHR Group

EasyHR Group • markham, on, ca
Full-time
Our client in the non-profit sector is seeking a purpose-driven, highly relational.Business Development Specialist.In this role, you lead outreach and engagement efforts with businesses across mult...Show more
Last updated: 24 days ago • Promoted
Private Equity Associate — Growth & Deal Execution

Private Equity Associate — Growth & Deal Execution

Clearspring Capital Partners • Toronto
Full-time
A leading Canadian mid-market private equity firm in Toronto is seeking an Associate for its investment team.This role involves financial modeling, due diligence, and supporting portfolio companies...Show more
Last updated: 30+ days ago • Promoted
Client Strategy (CS), Accounts Development

Client Strategy (CS), Accounts Development

Tegrita • Toronto
Full-time
You may notice this role is always open.That’s intentional! We hire for this position regularly as we're continually growing and love connecting with people who will be a great fit for our team.We’...Show more
Last updated: 7 days ago • Promoted
Client-Focused Investment Advisor

Client-Focused Investment Advisor

Canadian Imperial Bank of Commerce • Toronto
Full-time
A leading financial institution in Toronto is seeking an Investment Representative to provide excellent customer service and ensure timely processing of client inquiries.The ideal candidate will ha...Show more
Last updated: 3 days ago • Promoted
Business Development Pro — FX & Global Payments, Toronto

Business Development Pro — FX & Global Payments, Toronto

Monex Europe Ltd. • Toronto
Full-time
A leading financial solutions provider is seeking a Business Development Associate in Toronto to research potential clients and generate new business opportunities.This role involves conducting hig...Show more
Last updated: 10 days ago • Promoted
Sr. Business Development Specialist - Upstream Transaction & Execution (Position based in Saudi[...]

Sr. Business Development Specialist - Upstream Transaction & Execution (Position based in Saudi[...]

aramco • Toronto
Full-time +1
This position requires full relocation to Saudi Arabia.It is a permanent, expat position.We are seeking a Business Development Specialist who has a background in Transaction & Execution to join the...Show more
Last updated: 28 days ago • Promoted
Hybrid M&A Deal Origination Specialist

Hybrid M&A Deal Origination Specialist

EWS Group • Markham
Full-time
A leading software solutions provider is seeking a Mergers & Acquisitions Business Development Associate in Markham, ON.In this hybrid role, you will identify and evaluate acquisition opportunities...Show more
Last updated: 22 days ago • Promoted
Emerging Client Partner — Development Program

Emerging Client Partner — Development Program

GALE • Toronto
Full-time
A dynamic marketing agency based in Toronto is seeking candidates for its Development Program aimed at training individuals for client services.The program includes a hands-on learning phase, follo...Show more
Last updated: 13 days ago • Promoted
Investment Advisor: Wealth Strategy & Client Growth

Investment Advisor: Wealth Strategy & Client Growth

CI Financial • Toronto
Full-time
A leading financial services firm in Toronto is seeking a diligent Investment Advisor to assist in managing client portfolios and developing financial strategies.You will analyze financial data, ma...Show more
Last updated: 6 days ago • Promoted
High-Value Client Specialist – Fintech & Growth

High-Value Client Specialist – Fintech & Growth

Questrade Financial Group (QFG) • Toronto
Full-time
A financial services company located in Toronto is seeking a Reserve Client Specialist to enhance client experience for high-value clients.This role involves managing client support channels, provi...Show more
Last updated: 10 days ago • Promoted
Investment Development Specialist

Investment Development Specialist

Banque Nationale du Canada • Toronto
Full-time
Advisory services, Mortgage products.Investment Development Specialist.Wealth team at National Bank means acting as an expert in investment growth.This role allows you to have a positive impact on ...Show more
Last updated: 30+ days ago • Promoted
Hybrid Business Development Associate – Investments

Hybrid Business Development Associate – Investments

Letko, Brosseau & Associates Inc • Toronto
Full-time
A leading investment management firm in Toronto is seeking an Associate for Business Development to drive new business through various outreach methods.The ideal candidate will have a Bachelor's de...Show more
Last updated: 7 days ago • Promoted
Alternative Investments Business Transformation Specialist, Senior Associate

Alternative Investments Business Transformation Specialist, Senior Associate

State Street • Toronto
Full-time
Senior Associate needed for the Alternative Investments Transformation team.This role will work closely with Alternative Investments technology, various internal and external stakeholders in a vari...Show more
Last updated: 13 days ago • Promoted
Client Implementation Specialist

Client Implementation Specialist

Paymentus • richmond hill, on, ca
Full-time
Implementation Specialist (Mid-Market).The Implementation Specialist will be responsible for collaborating with cross-functional teams to drive implementations forward and adhere to deliverable dea...Show more
Last updated: 2 days ago • Promoted
Business Development Specialist

Business Development Specialist

Gowling WLG • Toronto
Full-time
Business Development Specialist.Be among the first 25 applicants.Business Development Specialist.Get AI-powered advice on this job and more exclusive features.At Gowling WLG, our commitment to exce...Show more
Last updated: 30+ days ago • Promoted
Fintech Investment Associate – Growth & Diligence

Fintech Investment Associate – Growth & Diligence

Sagard • Toronto
Full-time
A leading alternative asset management firm in Toronto is looking for an Associate to join their fintech team.The role involves developing investment theses, sourcing opportunities, and conducting ...Show more
Last updated: 30+ days ago • Promoted
Investment & Client Success Specialist

Investment & Client Success Specialist

moomoo • Toronto
Full-time
A leading fintech company in Toronto seeks an Investment Representative to provide client support for trading, ensuring high satisfaction through trade assistance and relationship building.Ideal ca...Show more
Last updated: 30+ days ago • Promoted
Investment Advisor — Wealth Strategy & Client Growth

Investment Advisor — Wealth Strategy & Client Growth

CI Financial Corp. • Toronto
Full-time
A leading financial services company in Canada is seeking an experienced Investment Advisor to join their team in Toronto.The ideal candidate will manage client portfolios, develop financial strate...Show more
Last updated: 13 days ago • Promoted