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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:
Full Time
$70k-100k (estimate)
06/13/2024
06/30/2024
cerulli.com
BOSTON, MA
25 - 50
1992
KURT CERULLI
$10M - $50M
Business Services
Cerulli Associates is a research and consulting firm specializing in asset management and distribution trends worldwide. Cerulli produces a suite of annual, quarterly, and monthly publications in addition to an online data platform, and also provides custom research and advisory services. The company has been in existence since 1992, is independently owned, and has fully staffed offices in Boston, London, and Singapore. Cerulli has established a strong global brand that is associated with quality, reliability, and consistency. Cerulli has been conducting research on the European markets since ...1997 and the Asian markets since 2003 through on-the-ground operations in each region. The companys research helps financial services firms around the world build business plans, validate current strategies, and identify new opportunities. Cerullis research process consists of quantitative and qualitative methodologies: Quantitative analysis starts with proprietary data collection via a password-protected survey engine. To support more than 80 surveys annually, Cerulli employs dedicated survey staff to assist with every step in the survey execution process. In addition, Cerulli has more than 15 survey and research partnerships with various industry organizations. Qualitative analysis consists of thousands of interviews on an annual basis with financial services executives around the world. All of Cerullis research is conducted on a non-attribution basis and findings are aggregated to protect the identity of firms and individuals.
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