Research Director – Industry (Financial Services)

Job Description

Position Purpose

The Research Director – Industry (Financial Services) is responsible for delivering Info-Tech’s research projects and advisory services to clients in banking, insurance, and capital markets. This includes a range of subsectors such as retail and wholesale banking, credit unions, investment banking, private equity, wealth and asset management, and holding companies.

This role requires deep financial services knowledge and a practical, research-driven approach to help IT and business leaders navigate evolving customer expectations, digital transformation, regulatory compliance, and technology modernization. The ideal candidate will provide actionable insights and strategic guidance to IT decision-makers in financial institutions.

A successful candidate will stay actively engaged with industry trends, client needs, and regulatory developments, ensuring our research remains timely, trusted, and relevant. This position combines research development, advisory calls, and workshop facilitation, working collaboratively with colleagues across Info-Tech to deliver high-impact, industry-specific guidance.

Our Promise to You

You will work for a rapidly growing company that supports employees through flexibility, inclusiveness, learning and development, internal career mobility, employee experience measurement and feedback, and strong relationship-building.

What You Will Do

Research & Industry Insights

• Conduct industry research through expert interviews, regulatory analysis, and market scanning to generate actionable insights.
• Stay ahead of emerging trends such as fintech innovation, AI in financial services, open banking, and ESG reporting.
• Develop structured frameworks, methodologies, and tools tailored to the needs of financial institutions.
• Shape and contribute to the research agenda to address the top challenges facing IT leaders in financial services.

Advisory Calls with Clients

Facilitate Workshops

Cross-Departmental Collaboration & Thought Leadership

To Be Successful, You Will Need :

Education and Experience

Travel Requirement : Must be flexible and able to travel periodically for onsite client workshops across North America and globally.

Visa Requirement : Must be eligible to obtain appropriate work visas for cross-border work.

Work Hours : Must be available periodically for after-hours work to support APAC clients.

Domain Expertise (must have experience in some combination of the following) :

Skills & Attributes

Info-Tech Research Group of companies is an equal opportunity employer committed to diversity and inclusion and does not discriminate on the basis of any legally protected status or characteristic including Minority / Female / Sexual Orientation / Gender Identity / Disability / Veteran and are pleased to consider all qualified applicants. To that end, upon request, ITRG will ensure, to the extent possible, that accommodation be made available to applicants throughout the recruitment and hiring process.

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