Client Development Specialist - Holistic Investment Thesis jobs in United States
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McKinsey & Company · 1 day ago

Client Development Specialist - Holistic Investment Thesis

McKinsey & Company is a global management consulting firm that helps organizations create lasting change. They are seeking a Client Development Specialist to join their Holistic Investment Thesis team, which focuses on delivering actionable value creation recommendations to clients. The role involves identifying new client opportunities, collaborating with experts, and developing client relationships to drive strategic discussions.

ConsultingManagement ConsultingProfessional Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

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)

Qualification

Financial modelingCorporate financeConsulting experienceMBAMaster's degreeStory-liningEntrepreneurial approachComfort with ambiguityTeam collaborationEffective communicationAttention to detail

Required

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)

Benefits

Medical, mental health, dental and vision coverage
Telemedicine services
Life, accident and disability insurance
Parental leave and family planning benefits
Caregiving resources
A generous retirement contributions program
Financial guidance
Paid time off

Company

McKinsey & Company

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McKinsey & Company is a global management consulting firm and trusted advisor by businesses, governments, and institutions.

H1B Sponsorship

McKinsey & Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (612)
2024 (647)
2023 (613)
2022 (811)
2021 (740)
2020 (471)

Funding

Current Stage
Late Stage

Leadership Team

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Guy Perry
Vice President
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Abhyuadaya Shrivastava
Partner
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Company data provided by crunchbase