Research Lead, AVP

Position Title: Assistant Vice President
Function: Research Lead
Location: New York
Reporting to: Senior Director

Position Responsibilities

We’re looking for a skilled research team leader to manage an executive research and relationship intelligence function. This individual will be responsible for delivering high-impact insights to senior leadership, advancing innovative relationship mapping efforts, and driving continuous improvement in the breadth, depth, and speed of the team’s research capabilities and relationship insights.

• Leading preparation of executive briefing materials across a wide variety of business contexts
• Managing strategic relationship intelligence data across CRM, LinkedIn, and other proprietary tools, and leveraging this data to surface actionable insights in briefing materials
• Partnering with teams across the organization to leverage relationship intelligence for their workflows
• Leading the development of innovative tools to increase the breadth, depth, and speed of the team’s research capabilities and ability to map and surface non-obvious relationship insights
• Managing a team of research analysts, overseeing task allocation, prioritization, and deliverable quality
• Driving initiatives to integrate relationship intelligence into workflows throughout the organization
• Maintaining a robust library of process documentation including checklists, style guides, and other reference tools
• Driving efforts to maintain high-quality data across CRM and other databases

Candidate Requirements

• Bachelor’s degree or equivalent education required, preferably in business, journalism, or the humanities
• 7+ years of work experience; financial services industry preferred
• Robust track record of delivering high-quality deliverables to an executive audience
• Experience managing a small team as a player-coach with a growth-oriented mindset
• Proficient with Adobe Acrobat, Office365 tools (Word, Excel, SharePoint, PowerBI), and Generative AI tools (e.g., Copilot, ChatGPT, Claude)
• Strong working knowledge of CRM systems (Dynamics CRM preferred), LinkedIn and professional social networks, data stewardship best practices, and relationship intelligence concepts
• Extreme attention to detail
• Ability to take initiative and work independently while demonstrating strong teamwork
• Must be able to work in a fast-paced environment, manage time and priorities effectively under pressure, and meet deadlines
• Strong communication and analytical skills
• Demonstrated ability to build and maintain productive cross-functional partnerships

Key Competencies

• Business Partnerships & Collaboration: Establishes and develops long-term partnerships with counterparts across the business
• Business, Technology & Data Fluency: Articulates technology and data concepts in the language of business users; seeks out patterns and insights from data that are potentially impactful to the business
• Quality & Consistency: Sets standards for data quality and applies them consistently
• Innovation & Long-Term Thinking: Constantly seeks better ways to do things and utilize technology, even if benefits aren’t immediate; stays ahead of business counterparts by anticipating needs
• User-Centric Thinking: Does everything with the end-user in mind; finds ways to remove barriers and make high-quality information easy to find and use