- Collect and synthesize industry trends and competitive intelligence.
- Create reports and dashboards to deliver industry and competitive insights.
- Conduct research and prepare reporting on technology impacting the industry.
- Research competitor capabilities around services and product offers.
- Identify and manage new sources of competitive and industry insights.
- Conduct advisor interviews and analyze/synthesize qualitative data.
- Connect data, interviews, and industry trends to facilitate next-generation advisor offers.
- Use storytelling and data visualizations to build creative, clear, and compelling graphics and presentations.
- 5-7 years of research experience, with a focus on competitive intelligence
- Strong written and verbal communication skills
- Demonstrated experience synthesizing and presenting insights
- Ability to independently source information about industry and technology trends
- Demonstrated ability to identify actionable insights from research
- Strong project management skills
- Experience in financial services industry and associated technologies a plus
Industry Analyst, Advisor Experience - Waltham, United States - Commonwealth Financial Network
Description
Overview
If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Corporate Strategy department offers a hybrid work schedule, so you'll be able to work from home for part of the week
We're looking for an industry analyst to join our ranks. In collaboration with strategy consultants and product managers, the industry analyst will help shape decisions by capturing and synthesizing news, data, and insights about the competitive landscape and the industry. This is a unique opportunity to design and conduct research that improves services and experiences for thousands of financial advisors nationwide.
Key Responsibilities
Core Strengths and Skills
Please be prepared to share examples of your work.
Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let's introduce ourselves.
Picture Yourself Here
At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That's why we invest in you—we encourage employee growth both in your career and education; we are building out a robust diversity, equity, and inclusion program; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What's not to love?
We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.
About Commonwealth
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.
Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 43 Best Place to Work awards.
The Fine Print
We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.
Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.
Min
USD $90,000.00/Yr.Max
USD $120,000.00/Yr.