Head of Advisory, Capital Markets

Overview

The organization is seeking an exceptional senior leader to serve as Head of Advisory, responsible for setting the strategic direction, accelerating growth, and leading delivery for the capital markets advisory business.

This is a defining leadership role for an accomplished advisor with deep capital markets expertise, strong commercial judgment, and a proven track record advising CEOs, CFOs, boards, and senior leadership teams on high-stakes, market-facing opportunities and challenges.

The Head of Advisory will lead a business at the intersection of corporate strategy, capital markets, valuation, investor intelligence, and transaction and financial communications. The mandate includes developing the advisory value proposition, cultivating senior client relationships, originating and executing high-value engagements, and expanding capabilities and market presence.

Responsibilities

Advisory Leadership and Strategy

• Define and lead the strategic direction of the advisory business, establishing a differentiated market proposition and growth agenda.
• Build and scale a premium advisory platform that integrates capital markets expertise, strategic and financial analysis, investor intelligence, and executive communications.
• Oversee development and delivery of advisory capabilities across equity narrative and investment thesis development, capital markets positioning, investor engagement strategy, valuation-related communications, and significant market-facing events.
• Set intellectual and professional standards for the advisory business to ensure consistent excellence in strategic thinking, analytical rigor, senior-level counsel, and client service.
• Identify opportunities to expand capabilities, including new advisory offerings, proprietary methodologies, and differentiated intellectual capital.
• Collaborate across the capital markets organization to provide an integrated perspective to complex client challenges.

Senior Client Counsel

• Serve as a trusted advisor to CEOs, CFOs, boards, and Investor Relations leaders on matters influencing corporate reputation in the capital markets, investor perception, market expectations, and valuation.
• Advise leadership teams on articulation of corporate strategy, financial performance, capital allocation, portfolio priorities, operating ambitions, and long-term value creation.
• Help companies develop, refine, and communicate compelling equity stories and investment propositions grounded in strategic credibility, financial discipline, and investor priorities.
• Counsel clients through critical market-facing moments, including major strategic announcements, business transformations, leadership transitions, shifts in financial strategy, and periods of heightened investor scrutiny.
• Provide independent judgment and constructive challenge to senior management to anticipate investor concerns, address gaps in market understanding, and strengthen credibility of strategic narratives.
• Apply multidimensional financial, sector, and market analysis to develop recommendations that are both commercially relevant and compelling to institutional investors and analysts.

Transaction and Financial Communications Leadership

• Counsel CEOs, CFOs, and executive leadership teams on strategic purpose, investment narrative, financial messaging, and market positioning of Investor Days and other major investor-facing engagements.
• Oversee complex Investor Day mandates, ensuring strategy, messaging, executive content, investor engagement, and post-event assessment meet the highest standards.
• Help management teams translate corporate strategy, operating priorities, financial targets, and capital allocation frameworks into credible, differentiated investment propositions.
• Ensure engagements are informed by rigorous investor intelligence, valuation analysis, sector context, and expectations of sophisticated market participants.
• Establish a differentiated approach to strategic investor communications to support sustained market understanding and long-term investor conviction.

Commercial Growth and Market Development

• Own the commercial growth agenda for the advisory business, including business development strategy, new client origination, expansion of existing relationships, and development of new revenue opportunities.
• Build and maintain deep relationships with senior corporate decision-makers, positioning the advisory business as a trusted advisor for key capital markets priorities.
• Lead pursuit and development of significant advisory mandates, bringing creativity, commercial judgment, and intellectual leadership to new business opportunities.
• Develop and execute a thought leadership and market positioning agenda that strengthens profile and reinforces credibility with corporate leadership and the investment community.
• Maximize the commercial and strategic potential of the proprietary investor intelligence platform by embedding investor intelligence into client engagements and creating differentiated opportunities for advisory growth.
• Establish priorities, performance expectations, and accountability for sustainable growth and profitability.

People and Firm Leadership

• Build, develop, and lead a high-performing advisory team delivering incisive strategic counsel at the highest levels of corporate leadership.
• Attract and mentor talent, fostering intellectual curiosity, commercial ambition, collaboration, sound judgment, and unmatched client service.
• Provide senior oversight of complex engagements to ensure quality, execution, and commercial performance.
• Contribute to broader leadership and strategic development of the advisory organization, helping shape culture, reputation, capabilities, and long-term ambitions.
• Represent the advisory organization externally as a recognized voice on capital markets, investor expectations, corporate strategy, and drivers of long-term value creation.

Requirements

• 15+ years of relevant experience, including significant senior leadership responsibility in capital markets advisory, financial communications, investor relations, investment banking, equity research, management consulting, or a closely related field.
• Proven track record advising CEOs, CFOs, boards, and senior executives on complex, high-stakes financial and strategic matters.
• Deep understanding of public equity markets, institutional investor behavior, valuation, financial performance, corporate strategy, and investor expectations.
• Significant experience developing equity narratives, advising on strategic investor communications, and leading high-profile capital markets engagements, including Investor Days and Capital Markets Days.
• Proven ability to originate business, develop enduring senior client relationships, and build commercially successful advisory offerings.
• Outstanding strategic judgment, financial fluency, and ability to translate complex business and financial issues into clear, persuasive, investor-relevant recommendations.
• Executive presence and confidence to challenge, influence, and advise senior corporate leadership with independence and credibility.
• Demonstrated experience building, developing, and leading high-performing teams, with commitment to exacting standards of execution and client service.
• Strong intellectual curiosity, entrepreneurial mindset, and ambition to help establish the capital markets advisory firm as a preeminent provider.
• Bachelor’s degree required; MBA, CFA, or equivalent advanced qualifications preferred.

Preferred Qualifications

• MBA, CFA, or equivalent advanced qualifications preferred.

Compensation & Benefits

• New York City Salary Range: $250,000 USD - $300,000 USD
• District of Columbia Salary Range: $250,000 USD - $300,000 USD

Location

Flexible location in the following states, with travel to business development opportunities and client sites as needed: CA, CT, DC, MD, NC, NJ, NY, PA, VA.