Channel and Customer Research Sector Lead, Financial Services

About AlphaSense: AlphaSense is the AI platform redefining market intelligence and workflow orchestration, trusted by thousands of leading organizations to drive faster, more confident decisions in business and finance. The platform combines domain-specific AI with a vast content universe of over 500 million premium business documents — including equity research, earnings calls, expert interviews, filings, news, and internal proprietary content. Purpose-built for speed, accuracy, and enterprise-grade security, AlphaSense helps teams extract critical insights, uncover market-moving trends, and automate complex workflows with high-quality outputs. With AI solutions like Generative Search, Generative Grid, and Deep Research, AlphaSense delivers the clarity and depth professionals need to navigate complexity and obtain accurate, real-time information quickly. For more information, visit www.alpha-sense.com . 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 AlphaSense’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 AlphaSense’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 sourcebases, 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 AlphaSense’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 sourcebase 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 sourcebase str