- 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
- 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
- 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
-
Analyst, Wealth Management
4 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 global research and consulting firm that provides financial institutions with guidance in s ...
-
Wealth Management Associate
3 weeks ago
Atlantic Group Boston, United StatesA global financial services company with reach that spans across over 50 countries, encompassing all key financial hubs is seeking a Wealth Management Associate to join their team. This is an excellent opportunity to progress your career at a distinguished company. Series 7 and S ...
-
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 guidan ...
-
Consultant, Wealth Management
3 weeks ago
Fidelity Investments Boston, United StatesJob Description: · The Role · As a member of the Wealth Management Offering squad, the Consultant collaborates with the team and business partners to lead and support significant strategic programs by defining problem statements, conducting research and/or analysis to find oppor ...
-
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 global research and consulting firm that provides financial institutions with guidance in ...
-
Analyst, Wealth Management
1 week ago
Cerulli Associates Boston, United StatesCompany Overview: · Apply below after reading through all the details and supporting information regarding this job opportunity. · For nearly 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights. Headquartered in Boston, Ce ...
-
Analyst, Wealth Management
4 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 global research and consulting firm that provides financial institutions with guidance in ...
-
Consultant, Wealth Management
3 weeks ago
Soteriare Boston, United StatesConsultant, Wealth Management & Retirement Offerings page is loaded · Consultant, Wealth Management & Retirement Offerings · Apply · locations · Boston, MA · Merrimack, NH · time type · Full time · posted on · Posted Yesterday · job requisition id · Job Description: · ...
-
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 ...
-
Consultant, Wealth Management
3 weeks ago
Fidelity Investments Boston, United StatesAs a member of the Wealth Management Offering squad, the Consultant collaborates with the team and business partners to lead and support significant strategic programs by defining problem statements, conducting research and/or analysis to find opport Wealth, Retirement, Consultan ...
-
Consultant, Wealth Management
3 weeks ago
Fidelity TalentSource LLC Boston, United StatesJob Description: · The Role · As a member of the Wealth Management Offering squad, the Consultant collaborates with the team and business partners to lead and support significant strategic programs by defining problem statements, conducting research and/or analysis to find oppo ...
-
Wealth Management Specialist
1 week ago
Guardian Life Boston, United StatesWealth Management Specialist · Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy holders and clients and to enable Field Representatives to serve as The Trusted Advisor to their clients. Through continued growth ...
-
Director Wealth Management
3 weeks ago
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 and ...
-
Analyst, Wealth Management
4 days 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 ...
-
Director Wealth Management
3 weeks ago
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 ...
-
Director Wealth Management
3 weeks ago
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 ...
-
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 ...
-
Associate Analyst, Wealth Management
3 days 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 ...
-
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 with ...
-
Wealth Management Planning Consultant
2 weeks ago
Fidelity TalentSource LLC Boston, United States· Job 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 ...
Associate Analyst, Wealth Management - Boston, United States - Cerulli Associates
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:
Responsibilities and Duties:
Qualifications:
