Managing Director, Insights

Managing Director, Insights (Financial Services) OVERVIEW This is a senior level role to maximize commercialization of the Insights product in Greater China and the APAC region. You will work closely with firm leadership on sales strategy, GTM, trial and subscription management. This right candidate will be well‑versed in how primary research and expert intelligence influences investment and business decisions for our institutional investment client base. The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in‑person events. The teleconferences live in a transcript library portal, which covers a wide range of industries/topics that enable our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (e.g., private equity/hedge fund), sell‑side equity research analysts, and industry professionals. Visit Insights team biographies at WHAT YOU’LL DO Work and liaise closely with Global DoRs, across multiple asset classes, to effectively identify and execute content for Greater China and APAC clients. Maintain and communicate client feedback on coverage, content wishlist, quality and requirements. Liaise with and report to global leadership on the Greater China and APAC library coverage universe. Maintain a seamless coverage universe and address any gaps in conjunction with the existing team. Direct the team in terms of market trends and research approach angles to ensure the relevancy of the topic/ content coverage; identify and flag topics of potential teams for content creation in the Greater China and APAC region, based: Monitor and identify ideal coverage of public and private companies within a specific sector, across multiple asset classes and structures. Identify and discuss a robust pipeline of company and industry‑specific topics for improving client engagement and value proposition from the Insights platform for clients – generate original ideas for discussion, covering business updates, event studies, channel checks, hot topics, and other investment narratives. Work with outreach teams to formulate, design product marketing and thematic research and other outreach campaigns to ensure relevant content is disseminated to appropriate clients. Identify and quantify key opportunities and target segments that should be targeted for growth and reach of the Insights products in Greater China and the broader APAC region. Champion relevant and appropriate content and activities to clients and prospects in the Greater China and APAC region. Maintain proactive communication channels with clients and prospects with the goal of increasing platform engagement. Work closely with business development teams to ensure effective presentation of library and coverage to prospects and existing clients. In collaboration with business development teams, develop tools and collaterals that will increase utilization of the Insights products. Attend prospect/client meetings to support sales and CRM teams. Work with research teams to identify and recruit additional industry experts to our Expert Network; manage and further develop relationships with both experts and clients. Achieve key operating metrics relating to the Insights platform, working closely in liaison with global and other regional commercial leads. Ensure Guidepoint compliance policies and custom client compliance protocols are adhered to. WHAT YOU HAVE Master’s degree 15+ years of experience at financial services, buy‑side institutions, or research firm with a focus on Greater China and APAC markets. Coverage or knowledge of APAC/Global markets will be a plus. Understanding of the institutional buy‑side / sell‑side research and investing workflows in the Greater China and APAC region. Experience dealing with portfolio managers at hedge funds and institutional asset managers preferred. Ability to work in a fast‑paced entrepreneurial environment; effective time management and organizational skills. Outgoing personality with the ability to speak with people at all professional levels. Intellectual curiosity and desire to learn. Demonstrated ability to work both individually and as part of a team; must be willing to train and mentor junior professionals. Fluent in English and Mandarin, both written and verbal. WHAT WE OFFER Competitive compensation Entrepreneurial environment, autonomy, and fast decisions International exposure to the global Guidepoint service teams Casual work environment Summer and winter team events About Guidepoint Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision‑making process. Powered by innovative technology, real‑time data, and hard‑to‑source expertise, we help our clients to turn answers into action. Backed by a network of nearly 1.75 million experts and Guidepoint’s 1,600 employees worldwide, we inform leading organizations’ research by delivering on‑demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful. At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience. #J-18808-Ljbffr