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Principal Associate, Financial Services

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Catalant
Full Time position
Listed on 2026-03-01
Job specializations:
  • Business
    Business Consultant, Business Development, Business Analyst, Business Management
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below

About Catalant

As the pioneer of Consulting 2.0, Catalant gives the world’s leading companies on-demand access to a community of highly vetted independent consultants and former operators. Together, we deliver strategic solutions that solve our clients’ most important challenges through flexible and fit-to-purpose consulting engagements. Growing rapidly over the last 10 years, our client base now includes more than 30% of the Fortune 500, top private equity firms, and a range of other organizations seeking independent, external perspectives and professional expertise to help their businesses grow and succeed.

We’ve reimagined consulting for today’s world: it’s digitally enabled and powered by the insights and capabilities of over 100,000 seasoned professionals drawn from leading consultancies and global businesses. Our consultants offer clients a competitive edge: actionable insights and hands-on support from leaders who have successfully solved similar problems before. Our business is lean, agile, and optimized to deliver best-in-class value in a way that disrupts how executives think about consulting.

Backed by world-class venture investors, we’re building the team that will take Catalant and the future of consulting to the next level.

Role Overview

The Financial Services practice is a new, dedicated industry vertical team focused on helping clients in the banking, insurance, asset management, and related segments address their most important strategic priorities. The practice is charged with growing this high value segment, competing as a strategic alternative to traditional consulting firms (Top Tier Strategy, Big 4, Larger Advisory Firms). As an early member of the Financial Services team, you’ll play an entrepreneurial role building up an all-new business while engaging with senior professionals on strategic topics at some of the world’s leading financial organizations.

As a Principal Associate within our Financial Services practice, you will play a pivotal role in supporting clients, experts, and the broader Catalant team throughout the entire go-to-market lifecycle. Our industry practice teams are made up of driven business development professionals dedicated to sparking business growth, nurturing strategic partnerships, and unlocking value for our clients.

Your core responsibilities will include strategic client planning, identification and matching of consulting solutions to client needs, vetting, coaching, and engaging with consultants, and managing key projects and processes to ensure successful service fulfillment. You will also play an important role building out the Financial Services practice, from establishing an engaged community of Financial Services-focused consultants to bringing innovative industry solutions to market.

This position is tailored for individuals eager to develop a diverse skill set while working with leading industry professionals to solve complex problems. It offers the opportunity to work in a fast-paced, cutting-edge environment, make a tangible impact with leading institutions, and play a pivotal role transforming the consulting industry.

What you ll do
  • Business Development / Lead Generation
  • Support development and ongoing management of strategic client plans, including current and prospective client research to identify opportunities
  • Conduct disciplined outreach to current and prospective clients via email, Linked In, and phone to generate interest, introductions, and content meetings
  • Assess, qualify, and dimension new business opportunities and support the construction of winning consulting proposals
  • Consultant/Project Team Sourcing
  • Leverage proprietary tools to identify, connect with, and vet appropriate consultants that match project requirements
  • Build relationships with network consultants; conduct pre-engagement interviews and help prepare them for successful client engagements
  • Facilitate pre- and post-project activities, including consultant in-briefs, team preparation, project check-ins, and post-project feedback and lessons learned
  • General Project Support
  • Facilitate all aspects of client onboarding and support, including internal coordination to ensure…
Position Requirements
10+ Years work experience
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