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Associate Wealth Manager
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Judson Group Boston, United StatesJudson Group has been retained by a $19B+ RIA with a national presence in their search for an Associate Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance ...
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Senior Manager, Wealth Communications
1 week ago
Fidelity Investments Boston, United StatesJob Description: · The Role · As a Senior Communications Manager for Fidelity Wealth, you will work directly for the Head Fidelity Wealth Communications supporting the development and execution of internal communications programs that support business objectives and align with ...
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Analyst, Wealth Management
3 weeks ago
Cerulli Associates Boston, United StatesCompany Overview: · For nearly 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights. Headquartered in Boston, Cerulli Associates is a international research and consulting firm that provides financial institutions with guida ...
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Analyst, Wealth Management
3 weeks ago
Cerulli Associates Boston, United StatesCompany Overview: · For nearly 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights. Headquartered in Boston, Cerulli Associates is a international research and consulting firm that provides financial institutions with guida ...
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MassMutual Boston, United StatesThe Opportunity · The Wealth Management business is a key area of focus for MassMutual and we are growing and expanding capabilities for our Financial Advisor salesforce of ~7,000 advisors. The Head of Business Governance will lead efforts to identify and mitigate risks and take ...
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UBS Boston, United StatesYour role · Are you an expert on the Wealth Management industry, and able to provide analysis on the associated suitability, supervision, and conduct risks? Are you interested by legal and regulatory nuances, and do you enjoy solving complex problems? Are you an organized and mot ...
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Registered Wealth Management Client Associate
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Bank of America Boston, United StatesRegistered Wealth Management Client Associate · Boston, Massachusetts · **Job Description:** · Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth M ...
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Goldman Sachs Boston, United StatesMORE ABOUT THIS JOB: · YOUR IMPACT · Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers, and the ability to think outside the box? Our Wealth Management Professionals support all trading aspects of ...
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Associate Analyst, Wealth Management
3 weeks ago
Cerulli Associates Boston, United StatesCompany Overview: · For nearly 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights. Headquartered in Boston, Cerulli Associates is a international research and consulting firm that provides financial institutions with guida ...
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Wealth Management Planning Consultant
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Fidelity TalentSource LLC Boston, United StatesJob Description: · For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. ...
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Senior Manager, Wealth Communications
2 weeks ago
Fidelity TalentSource LLC Boston, United StatesJob Description: · The · Role · As a Senior Communications Manager for Fidelity Wealth, you will work directly for the Head Fidelity Wealth Communications supporting the development and execution of internal communications programs that support business objectives and align wit ...
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Wealth Management Planning Consultant
2 weeks ago
Fidelity TalentSource LLC Boston, United StatesJob Description: · For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. ...
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Senior Manager, Wealth Communications
3 weeks ago
Fidelity TalentSource LLC Boston, United StatesJob Description: · The · Role · As a Senior Communications Manager for Fidelity Wealth, you will work directly for the Head Fidelity Wealth Communications supporting the development and execution of internal communications programs that support business objectives and align wit ...
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JPMorgan Chase Bank, N.A. Boston, United StatesThe VP, Life Insurance Specialist will work with and support the Head of JPMA Life Insurance. The candidate will provide support to advisors across JPMorgan Securities on utilizing life insurance solutions to meet client investment, wealth transfer and income planning needs aroun ...
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Audit Director, Asset/Wealth Management
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Northern Trust Boston, United StatesAbout Northern Trust · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succ ...
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Audit Director, Asset/Wealth Management
3 weeks ago
Northern Trust Boston, United StatesAbout Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most suc ...
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Private Wealth Senior Investment Manager
3 weeks ago
Bank of America Boston, United StatesPrivate Wealth Senior Investment Manager · Boston, Massachusetts · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we delive ...
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Morgan Stanley Boston, United StatesPOSITION SUMMARY: · Private Wealth Management Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client · experience through an elevated standard of care. The Registered CSA assists with the development and · growth of business throug ...
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Client/ Portfolio Associate
1 week ago
Fanning Personnel Boston, United StatesClient/ Portfolio Associate opening located at a wealth management firm in Boston · I'm a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario ha ...
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Trust & Estate Administrator
1 week ago
Fanning Personnel Boston, United StatesTrust & Estate Planning Administrator opening located at a wealth management firm in Boston · I'm a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This s ...
Associate Analyst, Wealth Management - Boston, United States - Cerulli Associates
4 weeks ago
Description
Company Overview:
For nearly 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights.
Headquartered in Boston, Cerulli Associates is a international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development.
Our analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments.
Position Overview:
We are seeking a candidate with entry-level experience within a wealth management intermediary (e.g.
broker/dealer, Registered Investment Advisor (RIA), turnkey asset management program (TAMP), custodian) or within a financial advisor practice, an organization serving or supporting financial advisors, a wealth management technology vendor, or at a technology consulting organization.
The ideal candidate has some familiarity with these types of organizations and the technology they use, or provide, in order to support the delivery of wealth management services to retail investors.
The candidate would leverage this knowledge to execute the responsibilities of the role, which includes conducting primary research, such as research calls with relevant industry professionals, building and fielding online surveys of financial advisors and other relevant industry professionals, building and maintaining market models, and supporting the authoring of research reports analyzing the marketplace for wealth management technology as it is used within advisor practices and across the various aforementioned retail wealth management intermediaries.
The position is ideal for someone who is analytical, exhibits strong writing skills, works autonomously, is comfortable working on multiple projects simultaneously, and seeks to build deep industry expertise.
Successful candidates for this position are hardworking, persistent, and enthusiastic individuals with a passion for financial services industry research and analysis.
This position is a hybrid role based in the Boston office and reports to a Director, Wealth Management.The position offers significant industry exposure, including interactions with senior executives throughout the industry, coverage in industry publications, and potentially presenting at conferences and events.
Cerulli's Wealth Management practice focuses on trends related to financial advisors and related intermediaries, including:In-depth competitive analysis of the marketplace for retail wealth management services
Needs, challenges, risks, and opportunities facing financial advisors and the wealth management firms with which they affiliate
Distribution strategies for retail asset management products utilized by, or distributed through, financial advisors, including wholesaling and key account distribution efforts
Competitive dynamics underlying marketshare shifts across wirehouse, RIA, independent B/D, and other advisor affiliation models
Responsibilities and Duties:
Support the annual
U.S. State of U.S. Wealth Management Technology
report
Assist in building quantitative surveys and models, including survey design, data gathering, data modeling and analysis, and exhibit creation
Solicit the participation of, and participate in interviews of senior executives regarding trends relating to the use of wealth management technology
Support strategic consulting engagements that pertain to the practice
Contribute to other annual reports including Broker/Dealer marketplace, RIA Marketplace, and Advisor Metrics
Provide client support, including conference calls and live meetings, related to wealth management technology
Assist account managers with client inquiries related to the practice's research content
Support any partnerships with industry trade associations, publications, and media
Qualifications:
0 to 2 years of experience in a capacity related to retail wealth management services or wealth management technology
Superior writing and communication skills
Aptitude for synthesizing research, identifying trends, and providing commentary on relevant industry issues
Attention to detail and emphasis on accuracy
Ability to successfully execute multiple initiatives simultaneously and meet deadlines
Proficient in Excel; able to manipulate and analyze sizeable amounts of data
Experience with Alteryx is a plus
Ability to cultivate a network of industry contacts for research purposes
College degree; completion of, or progress toward, CFP, CIMA, or CFA is a plus
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