Senior Managing Partner, Financial and Professional Services

Info-Tech Research Group

About The Position

Info-Tech Research Group, a wholly owned Canadian Company, is recruiting for a Managing Partner to lead their Financial and Professional Services team within North America. This is an executive-level opportunity for a senior technology leader to shape and scale Info-Tech’s Financial and Professional Services presence across North America, owning both growth strategy and client impact across a high-value portfolio. The role involves bridging sales and delivery, driving revenue, and shaping high-impact client outcomes. The company offers competitive compensation with commission and general base, strong benefits, performance-based rewards including a yearly trip for top performers, and a vibrant, collaborative company culture. Info-Tech has experienced year-over-year growth for 25 years and is actively investing in dedicated sales, delivery, and leadership to support key sectors. This executive-level position carries broad responsibilities to drive growth in specific key markets.

Requirements

10+ years of progressive experience across technology sales and delivery roles, serving technology and business leaders within Financial and Professional Services, with a proven track record of sales and delivery success
Motivated to hit or exceed sales and revenue targets
Excited by the prospect of building new skills and mentoring sales and delivery teams
Able to build and maintain trust-based, value-added relationships with CxO-level leaders
Understand how to contract within the Financial and Professional Services industries and develop master contract vehicles with clients that can be used continuously
Passionate about advising senior leaders to achieve their strategic imperatives through enablement of technology-enabled, mission-critical programs within the Financial and Professional Services territory
DEEP EXPERIENCE DELIVERING TECHNOLOGY ADVISORY AND CONSULTING SERVICES TO SENIOR IT AND BUSINESS LEADERS
DEMONSTRATED SUCCESS LEADING HIGH-PERFORMING, CLIENT-FACING TEAMS, WITH A FOCUS ON DELIVERY EXCELLENCE, RETENTION, AND GROWTH
PROVEN ABILITY TO BUILD AND LEVERAGE EXECUTIVE-LEVEL RELATIONSHIPS, LEADING STRATEGIC, VALUE-BASED CLIENT CONVERSATIONS WITH C-SUITE STAKEHOLDERS
STRONG COMMERCIAL AND STRATEGIC ACUMEN, WITH THE ABILITY TO IDENTIFY, SHAPE, AND CLOSE COMPLEX OPPORTUNITIES
HIGHLY COLLABORATIVE AND INFLUENTIAL COMMUNICATOR, WITH STRONG CRITICAL THINKING AND EXECUTIVE PRESENCE
THRIVES IN A FAST-PACED, ENTREPRENEURIAL ENVIRONMENT, WITH A HIGH DEGREE OF ADAPTABILITY AND OWNERSHIP
INTELLECTUALLY CURIOUS, WITH A STRONG INTEREST IN THE EVOLVING ROLE OF TECHNOLOGY IN BUSINESS STRATEGY
Willingness and ability to travel across North America as required (VALID PASSPORT AND DRIVER’S LICENSE REQUIRED)
GRADUATE DEGREE OR EQUIVALENT EXPERIENCE

Nice To Haves

BILINGUAL PROFICIENCY IN FRENCH, SPANISH OR GERMAN IS GOOD TO HAVE TO SUPPORT OUR DIVERSE CLIENT BASE ACROSS NORTH AMERICA AND GLOBALLY.

Responsibilities

Architect and deliver integrated client solutions by orchestrating the full suite of Info-Tech’s products and services across strategic prospective and existing clients
Shape and execute go-to-market strategy to drive sector-specific growth and revenue
Enable consulting sales by aligning offerings, creating pipelines, supporting sales strategy, and providing delivery oversight to expand consulting impact and commercial performance
Lead, develop, and inspire a team of senior service delivery executives, fostering a high-performance culture focused on client value, retention, and long-term growth
Provide strategic oversight of client engagements to ensure exceptional delivery, client satisfaction, and year-over-year account growth
Build and expand a strong network of senior leaders across the Financial and Professional Services sector, generating new opportunities and positioning Info-Tech as a trusted strategic partner
Partner with Sales to support pipeline development and opportunity high-impact client conversion through targeted prospecting and executive relationship building
Represent Info-Tech in the market, including executive briefings, industry events, and thought leadership engagements, strengthening brand presence and credibility within the sector
Partner cross-functionally with Research and internal stakeholders to engage analysts and ensure alignment between client needs and service delivery
Provide ongoing market and client insight to senior leadership, informing sales effectiveness, marketing strategy, product innovation, and overall commercial direction
Strategically prioritize contracts, bids, and opportunities, ensuring focus on the highest-impact initiatives and optimal return on time and resources