Client Director

4 weeks ago

Dallas, United States Finquest Full time

Finquest is the premier big data and AI company focused on identifying and connecting Private Equity and Corporate clients to relevant off-market acquisition and investment opportunities.

A fast-growing Fintech, Finquest is headquartered in Singapore, with offices also in Luxembourg, London, Hong Kong, New York, Paris, Frankfurt, Bangalore and Toronto. Our mission is to reinvent deal origination by harnessing data and the power of human connection. The team speaks 17 languages and covers a truly global client base.

Client Director

Positioned within the Client Management team, in this role you will work to oversee M&A deal sourcing projects across our significant global Private Equity and Corporate client base. Ensuring a seamless and effective target search across a leading private market company universe, the role holder will further supplement a long-standing team situated around the globe.

Must be located in the Dallas area or be willing to relocate.

We are currently in the progress of establishing a second office in the US. We will support setting up a Work-from-home based for the time being.

Job Description

  • Deliver bespoke M&A origination projects across a portfolio of clients including Private Equity and Venture Capital funds, Corporate M&A teams, CEO's family offices and M&A advisors;
  • Oversee client projects end-to-end throughout the research and origination phase ensuring seamless execution, consistency and delivery in line with the scope and investment parameters bespoke to each client
  • Use internal tools, databases and external searches to fulfil clients' requirements in a timely manner
  • Ensure exemplary client coverage enabling the continued achievement of a market leading NPS
  • Work collaboratively with the sales team to further pollinate client organizations
  • Effectively manage across the research and origination teams to derive the most successful delivery and client output with an emphasis on quality output and outstanding results
  • Ensure effective time management managing multiple projects simultaneously
  • Provide leadership and guidance to the broader client team working to establish best practices and an efficient delivery model
  • Work to understand the data search structure enabling the scoping of future projects and preparation of upcoming search criteria
  • Contribute to strengthening the Group's internal controls and developing enhanced organizational practices;
  • Enable the utilization and further enrichment of the Group's database
Skills and Attributes for Success
  • Strong commercial and financial acumen with the ability to prioritize and manage stakeholder expectations, balancing multiple priorities, departments and rapid growth
  • Ability to drive accountability, deliver using own initiative, and lead by example
  • Maintaining focus on key priorities in the face of competing demands for resource with an ability to work under pressure and meet deadlines
  • Proven ability to adapt, change and improve processes
  • Established track record of delivery across multiple client projects simultaneously
  • A positive and 'can-do' approach that proactively seeks solutions and mitigates problems
Qualifications and Experience
  • Agile client manager experienced at working within financial / Fintech environments
  • 3-5 years' experience in a client facing role
  • Precise, detail-oriented and analytical
  • Well versed at managing multi-disciplinary teams across regions
  • Excellent communication skills - listening, speaking and writing, with the poise to communicate with senior leaders
  • Fluency in Spanish is an advantage


We owe our exponential growth to our innovative and collaborative team spirit and talented workforce. Every voice counts as we are always committed to learning from diverse perspectives and backgrounds because our people make the difference at Finquest. Regardless of your age, gender, belief, and background, at FINQUEST everyone is welcome

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