Insights Director, Wealth & Institutional
Escalent, Inc.

Livonia, Michigan

Posted in Marketing


This job has expired.

Job Info


Who We Are

Escalent is an award-winning data analytics and advisory firm that helps clients understand human and market behaviors to navigate disruption. As catalysts of progress for more than 40 years, our strategies guide the world�s leading brands. We accelerate growth by creating a seamless flow between primary, secondary, syndicated, and internal business data, providing consulting and advisory services from insights through implementation.

Role Overview

This Insights Director position sits within the Wealth & Institutional team and reports into the SVP, Wealth & Institutional.

This role leads development of strategy, insights, and storytelling related to clients� business questions and the evolving landscape. The position is ideal for someone analytically-oriented who is a skilled writer, strategic thinker, and who seeks to build on deep industry expertise within the wealth & institutional space. Those in this role are team leaders who interface with clients and provide counsel on business questions, spanning areas such as investing and advice, retirement income, ESG, and OCIO trends.

Insights & Consulting positions are supported on project teams by analyst(s) focused on day-to-day research activities (e.g., data management) and a parallel path role in project management focused on logistics, timing, and budget. Insights Directors are accountable for:

  • Leading the development of insights & storytelling
  • Crafting informed business recommendations and presenting to clients
  • Authoring Escalent�s industry thought leadership content
  • Staying abreast of industry trends and, potentially, presenting at conferences and events
  • Leveraging a variety of methods, tools, data, and information sources, including collaborating with experts across Escalent like marketing scientists, qualitative experts, and analysts in our Cogent Syndicated and Javelin practices
  • Ensuring a sound process & integrity of insights
  • Supervising team members as they grow in their insights roles
  • Contributing to the team�s continuous industry-related learning

Why Escalent? Once you join our team you will have the opportunity to...
  • Access experts across industries for maximum learning opportunities, including Weekly Knowledge Sharing Sessions, LinkedIn Learning, and more
  • Gain exposure to a rich variety of research techniques from knowledgeable professionals
  • Enjoy a remote first/hybrid work environment with a flexible schedule
  • Obtain insights into the needs and challenges of your clients�to learn how the world�s leading brands use research
  • Experience peace of mind working for a company with a commitment to conducting research ethically
  • Build lasting relationships with fun colleagues in a culture that values each person

Qualifications
  • Bachelor degree. An advanced, related degree is preferred. Finance industry certifications (e.g., CFA � , CFP � , ChFC � , CIMA � , RICP � ) are a plus
  • Minimum of 5 years related experience within the wealth & institutional industry
  • Strength in distilling findings into meaningful insights, immersing in industry issues, identifying trends, forming story architectures, and presenting outcomes
  • Ability to effectively lead project insights team members
  • Ability to contribute to research design
  • Above average communication skills, both verbal and written
  • Ability to manage a number of client engagements concurrently
  • High degree of professionalism & situational awareness (particularly related to client interactions)

Benefits and Culture
  • Medical, Dental, and Vision Insurance - Large carriers on a national level (domestic partner coverage included)
  • 401k with Company Match � No vesting period; bi-weekly contributions
  • Flexible PTO - Feel no guilt in taking off a minimum of 3 weeks of �real� vacation time
  • Paid Parental Leave - 12 weeks for maternity and 6 weeks for paternity, including adoption
  • 11 Paid Company Holidays
  • Hybrid/Virtual Work - Virtual-first workforce with employees in most states

Growth Potential

From this position, you would have the following options available for future growth/roles at Escalent:
  • Insights Director within the sector
  • Director of Insights � a leader of the function
  • Insights Consulting roles � senior individual contributor positions within the Insights & Consulting path
  • Sales & Strategic Growth roles � consultative sales role with incentive plan
  • Leadership of a Sector / Practice � consultative sales over a sector/industry with leadership responsibility & management incentive plan
  • VP, Project Management & Insights � leadership role over delivery teams in a large industry or multiple teams
  • Centers of Excellence � i.e. Qualitative Consultant, Data Sciences
  • Advisory Practice (Javelin Roles) � offering advisory services over a particular sector of an industry (i.e. Wealth, Health Insurance, Payments, Electric Vehicles, etc.)

Explore our Careers and Culture page to learn more about the people behind the brand: https://escalent.co/careers-and-culture/

Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.


This job has expired.

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