Client Development Specialist - Holistic Investment Thesis

Client Development Specialist - Holistic Investment Thesis

Job

Do you want to work on complex and pressing challenges—the kind that bring together curious, ambitious, and determined leaders who strive to become better every day? If this sounds like you,
you’ve come to the right place.

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 the 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.

• 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…