- Support the U.S. Broker Dealer Marketplace report focusing on wealth management service competition
- Create thought-leadership content for the Cerulli Edge U.S. Advisor Edition
- Assist in building surveys, conducting interviews, managing projects, and providing client support
- Collaborate with account managers and industry professionals
- 2 to 3 years of experience in financial services related to retail wealth and asset management
- Understanding of broker/dealers, retail asset management, and wealthtech
- Exposure to financial advisors and investment decision-making processes
- Strong writing and communication skills
- Ability to analyze data and identify industry trends
- Detail-oriented with a focus on accuracy
- Proficient in Excel, experience with Alteryx and/or SPSS is a plus
- Network of industry contacts for research purposes
- College degree; progress toward CFP, CIMA, or CFA is a plus
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Wealth Management Associate
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Leah Yosef International Boston, United StatesOverview · 2B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader to inherit 80m+ AUM book from a retiring advisor. · Highlights · Opportunity to inherit existing clients while further building and developing a book of high net worth ...
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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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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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Associate Analyst, Wealth Management
1 week 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 ...
Analyst, Wealth Management - Boston, United States - Cerulli Associates
Description
Company Overview:
With almost thirty years in the industry, Cerulli has been providing top-notch insights to global asset and wealth management firms. Based in Boston, Cerulli Associates is a renowned international research and consulting firm offering invaluable guidance to financial institutions on strategic positioning and business development. Their team of analysts combines industry expertise, original research, and data analysis to offer a unique perspective on current market conditions and future trends.
Position Overview:
We are looking for a candidate with experience in broker/dealers, financial advisor practices, organizations supporting broker/dealers, or wealth management technology providers. The ideal candidate should have a strong grasp of how broker/dealers operate, the services they offer, and how they cater to retail investors. Responsibilities include conducting research, building market models, and assisting in research report creation for wealth management services.
This role is perfect for someone analytical, with solid writing skills, capable of multitasking, and eager to deepen their industry knowledge. Successful candidates will be hardworking, persistent individuals passionate about financial services research and analysis.
This hybrid role based in Boston offers exposure to industry executives, publication coverage, and potential conference presentations.
Responsibilities and Duties:
Qualifications:
