We are seeking a highly motivated and experienced applied research specialist to join our team as a Vice President, Applied Research Strategist with a focus on Market Intelligence within our State Street Global Advisors (GA) Client Coverage Research Center team. This strategic position involves developing and managing applied research initiatives that address pivotal issues shaping today’s intricate wealth management landscape. These initiatives delve into key aspects such as investment solutions, investor sentiment and behavior, advisory experiences, personal wealth structure, and risk perceptions. By identifying emerging trends, challenges, and opportunities, you will play a key role in facilitating more meaningful and informative conversations with strategic partners and clients. This will not only drive revenue but also reinforce GA’s leadership position in the market.
Your background should demonstrate a solid understanding of the wealth management industry and a proven ability to develop actionable thought leadership resources, leveraging compelling research to drive change and deliver educational value. Success in this role demands the initiative, organizational prowess, and persuasive ability to craft, execute, and oversee the vision, strategy, and objectives of the Research Center while expanding our influence across GA’s strategic imperatives, client demographics, and geographic regions.
You will be responsible for enabling and managing cross-functional teams and activities, in addition to collaborating with research partner organizations. This includes empowering internal client-facing teams, strategic partners (index and sub-advisory relationships), and clients (institutions, employers, and financial intermediaries, alongside the investors under their care) with insights into the key themes impacting investors worldwide to create a competitive advantage and enable sales development.
In this role you will:
- Commit to the Research Center’s measures of success contributing to GA business growth:
- Being the preferred provider and creating better outcomes for clients
- Increasing client/partner engagement to build awareness and loyalty
- Moving beyond transactional sales to grow share of wallet and drive assets under management and annualized net new revenue
- Stay abreast of industry trends to develop a forward-looking Research Center agenda that sets strategic direction and defines long-range planning. This is in collaboration with your applied research strategist peer on the team, who has a focus on partnerships and activation.
- Partner effectively across the organization. Listen, influence, and collaborate with key internal stakeholders to enrich the research agenda, ensuring a holistic market landscape view and fostering alignment between research outcomes and GA business strategy.
- Utilize innovative approaches to develop research on relevant topics that resonate with our clients and partners. Thrive in a dynamic, entrepreneurial, and results-focused work environment. This includes keeping clients and partners informed, soliciting buy-in, seeking agreement, and gathering feedback as projects progress.
- In partnership with our third-party research provider, source, collect, and analyze data. Oversee topline and summary reports to explain trends and formulate alternative solutions or recommendations. Utilize insights to inform the development of thought leadership resources and sales enablement materials.
- Write and edit client-facing whitepapers, articles, and digital communication materials, in collaboration with the Research Center team and in partnership with GA global marketing teams. Communication materials are carefully crafted to build our reputation and empower our clients with in-depth analysis, facilitating sales development and earning client loyalty.
- Write and deliver presentations at industry conferences and client events. Construct a compelling narrative to captivate audiences through various formats, including keynotes, breakouts, fireside chats, and panel discussions. This role welcomes speakers who are either experienced or on the rise in their journey, showing promise and enthusiasm in public speaking engagements.
- Deliver risk excellence and comply with the sales supervision culture that demonstrates and promotes the highest ethical standards.
These skills will help you succeed in this role:
- Applied research experience across primary and secondary methodologies.
- Demonstrated ability to deliver actionable insights and results through data analysis.
- Exceptional collaboration skills with proven ability to build partnerships across lines of business.
- Self-starter, with tenacity and the ability to work cross-functionally across a large organization.
- Well organized and can move multiple projects of high consequence forward.
- Excellent oral and written communication skills; demonstrated ability to speak/write clearly and persuasively with ability to present to peers and leaders with confidence and poise.
- Curious and inquisitive with exceptional critical thinking skills.
- An enthusiastic learner, thought leader, and sales enabler.
- 8 to 10 years of experience in thought leadership and applied research, ideally in the wealth management sector, with a proven track record of success in building sales enablement initiatives.
- Willing to travel for client engagements (25%-30%).
About the Global Client Coverage Research Center: Centered on the interests of our clients across the enterprise, the Research Center serves as an interconnected community for financial professionals, wealth managers, and financial advisors to share and access knowledge, staying informed and adept in the dynamic field of wealth management. It is more than a source of proprietary research intelligence; it is a platform for building connections between professionals with shared interests and goals.
The Research Center undertakes significant research that confronts the pivotal issues shaping today’s intricate wealth management landscape, delving into key aspects such as investment solutions, investor sentiment and behavior, advisory experiences, personal wealth structure, market outlook, and risk perceptions.
Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.
About State Street Global Advisors: What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care.
Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer.
Company: State Street Global Advisors
Salary Range: $110,000 - $185,000 Annual. The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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