Channel and Customer Research Lead, Financial Services

Channel and Customer Research Sector Lead, Financial Services

Remote - United States

The world’s most sophisticated companies rely on Alpha Sense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, Alpha Sense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content.

The acquisition of Tegus by Alpha Sense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, Alpha Sense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500.

Founded in 2011, Alpha Sense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us!

About the Team:

Channel & Customer Research (CCR) delivers scalable primary research that provides real-time insight into company performance and industry conditions. Through structured interviews with distributors, resellers, suppliers, consultants, and other channel partners, CCR captures the perspectives of professionals directly involved in how products and services move through the market. Leveraging Alpha Sense’s AI Interviewer technology, CCR is able to conduct and scale structured expert interviews continuously, expanding coverage while maintaining consistency and analytical rigor.

Covering hundreds of companies across major sectors, CCR provides investors and corporate users with channel research that offers a continuous view of demand trends, competitive dynamics, and market conditions as they develop.

About the Role:

As the Sector Lead for Financial Services on the Channel & Customer Research (CCR) team, you will play a pivotal role in building and maintaining Alpha Sense’s channel research coverage across financial services companies, including insurance, banking, and fintech. Reporting to the Head of Channel & Customer Research, you will oversee the development and execution of CCR projects, ensuring questionnaires, expert source bases, and research outputs meet the firm’s standards for quality, consistency, and end-user value.

You will combine sector expertise with research leadership to guide a team of analysts responsible for conducting structured channel checks across a diverse set of financial services companies and value chains. Leveraging Alpha Sense’s AI interviewer technology, you will help design and scale primary research workflows that generate consistent, trackable insights from industry participants, including brokers, agents, lenders, payment processors, technology vendors, and other ecosystem participants.

Your responsibilities will include project setup, questionnaire development, expert source base guidance, and research quality oversight. Acting as the connective layer between research strategy and day-to-day execution, you will help expand coverage while maintaining a strong understanding of industry dynamics, regulatory considerations, and key market debates.

You will also serve as a key stakeholder in refining research frameworks, improving workflows, and partnering with cross-functional teams to strengthen CCR’s Financial Services coverage and ensure consistent delivery of high-quality research.

What You’ll Do:

• Develop and maintain the CCR coverage roadmap for Financial Services equities, translating sector priorities into a structured pipeline of channel check projects aligned with investor demand, client engagement trends, and key debates across banking, insurance, and fintech.
• Lead the development of high-quality channel check frameworks, including expert source base strategy and structured questionnaires that generate consistent, trackable insights across quarters and…