Position Overview:

We are looking for an enthusiastic, hard-working individual to be our HR Coordinator. The person who fills this position will report to the Director of Human Resources & Administration. They will be the first person of contact for employees and interview candidates, so always operating in a professional manner is important.

Successful candidates for this position are self-motivated, extremely detail oriented and have a general enthusiasm for helping people with a smile 😊.

Responsibilities and Duties:

• Help manage recruiting efforts, which includes posting positions, scheduling interviews, greeting candidates, and writing offer letters
• Coordination of new hire orientations and onboarding process
• Benefits administration; enrolling new hires and any other changes on ADP as well as on vendor sites
• ADP global administration
• Help with administration of performance management
• Operate and manage the firm’s philanthropic group – Cerulli Cares
• Assist in organizing all Company events; holiday party, summer party, monthly events, and others as needed
• Coordinate meetings and catering for events as necessary
• Coordination of in-house training efforts
• Help drive employee engagement both in person and virtually
• Work on our D.I.G. Deeper initiatives (DE&I group)
• Responsible for ordering and maintaining all office orders including office supplies, fruit delivery, snacks, coffee etc.
• Coordinate with building management as needed for office issues (lights, electrical, heat/cool, etc.), other items as they arise
• Manage all office vendors

Qualifications:

• 1+ years of working experience in an office environment
• Ability to be confidential is critical in this position
• Superior verbal and written communication skills
• Outstanding organizational and time management skills
• Detail-orientation is a must
• Professional and pleasant demeanor
• Experience with ADP is a plus
• Ability to work in a fast-paced environment
• A passion for working with people and HR
• A can-do positive attitude is a must

Please send resumes to Alexandra Sorrentino, no phone calls please.

The position’s primary role is to drive subscription-based and consulting business among prospects and support Cerulli’s existing client base with superior service and support. Based in Boston, the position reports directly to the Director, Account Management U.S.

Successful candidates for this position are independent, motivated, creative, and enthusiastic individuals interested in contributing to a global market research business by forging relationships with senior executives at the world’s largest asset managers and broker/dealers. The role requires a sense of entrepreneurialism, curiosity, innovation, and an underlying interest in asset management analysis.

Responsibilities and Duties:

Sales

• Meet or exceed standards of outbound calls and meetings to current and prospective clients to promote our products and consulting capabilities
• Prospect for business via other warm lead lists (subscription renewals, recipients of targeted marketing campaigns, client login requests, research sample requests)
• Provide regular reporting to management on progress and successes
• Identify custom research and consulting opportunities through content-led discussions (both with and without Cerulli research analysts), regular client meetings, conferences, and other events; work toward conversion of discussions into project proposals, and the close of custom and consulting agreements

Relationship Management & Client Service

• Maintain and grow a book of business by providing regular, proactive support
• Respond to client questions and inquiries related to Cerulli research, including intermediating access to Cerulli’s team of analysts
• Turn client questions into relationship-building and business development opportunities
• Increase existing client spend through careful analysis of clients’ businesses, decision makers, and Cerulli products and cross-selling additional products and services
• Map out key champions at your accounts and establish relationships and drive research use amongst those champions
• Present progress and raise related issues at daily business development meetings
• Conduct regular face-to-face meetings, conference calls, and other touchpoints to foster relationships, support, and use of Cerulli research
• Recognize and develop client research needs into custom research and consulting proposals
• Provide regular client feedback related to Cerulli’s product and service offerings

• Meet with clients and prospects by setting regular client rotations and schedules
• Establish well-defined goals and follow-up strategies for revenue-generating outcomes
• Attend relevant industry conferences
• Expected travel: up to 25% (less frequent during Covid travel restrictions)

• Deliver the Cerulli Associates story, including research methodologies, product line, and service overview
• Discuss general trends affecting the asset management product and distribution industry
• Establish familiarity with the industry landscape (i.e., asset manager types and product offerings, broker/dealer landscape and product offerings, and related industries), and Cerulli’s competition in the research and consulting industry

Qualifications

• 5+ years of experience in the asset/wealth management industry, preferably in a role related to the distribution of asset management products (e.g., sales, product management, relationship management, market research, or business analysis).
• Proven phone-based and in-person sales and client management skills
• Superior communication skills
• Positive, proactive attitude
• Ability and eagerness to engage clients and prospects and think creatively to address client needs
• Ability to interact with senior level executives
• Superior organizational and time management skills
• Proficient in Excel, PowerPoint and contact management systems (Microsoft Dynamics 365 a plus, but not required)
• Ability to work in small company team environment

Please send all resumes to Alexandra Sorrentino, no phone calls please.

This analyst position is based in the Boston office, and it reports into the Director responsible for investment product development research. The position’s primary role is to support lead research analysts and collaborate with other members on the product development team to provide quantitative analytical support and written commentary for CA’s and publishing needs as well as to support consulting projects. The position will also work as needed with other practice members across various research teams such as institutional and wealth management.

Successful candidates for this position are hardworking, persistent, enthusiastic, and analytical individuals with a passion for financial services industry research and analysis.

Responsibilities and Duties:

• Assist lead research analysts in the development and analysis of proprietary surveys, interfacing with Survey Analyst to administer surveys and chart results
• Help develop focused research panels, calling and emailing targeted participants to increase survey participation
• Collaborate with other analysts across Cerulli practices on monthly and quarterly publications
• Duties include data‐gathering, analysis, chart creation and assembly, and writing commentary
• Work with Morningstar Direct, Pitchbook as well as other third-party databases
• Identify opportunities to improve Cerulli’s current data aggregation and analysis processes
• Help develop and maintain relationships with financial institutions, investment asset managers, industry trade associations, and third‐party data vendors
• Propose and develop new analyses to expand Cerulli’s proprietary research
• Support consulting projects via project management and research tasks

Qualifications:

• 0-3 years’ experience in financial services, preferably in a product strategy, product development, product management, research, or analytical role; Understanding of retail and/or institutional distribution channels is helpful
• Knowledge of both mutual funds and exchange‐traded funds (ETF) vehicles. Preferred knowledge of other investment vehicles (e.g., collective investment trusts, private commingled funds, interval funds, etc.). Understanding of alternative investment asset classes is a strong plus
• Understanding of active and passive investment philosophies and processes
• Outstanding project and time management skills, and strong attention to detail
• Ability to multi‐task and to change course quickly as needed
• Proficient in Excel; able to manipulate, and analyze sizeable amounts of data
• Aptitude for synthesizing research, identifying trends, and providing commentary on relevant industry issues
• Superior verbal and written communication skills
• Interest in financial‐services‐related market research with an eye toward developing into a Cerulli Report writer
• Interest in cultivating a network of industry contacts for research purposes
• Capacity to respond productively to feedback and make ongoing improvements to approach and process
• Preference is for a candidate with a bachelor’s degree in business, finance, economics or English/journalism

Please send all resumes to Alexandra Sorrentino, no phone calls please.

This senior analyst position works within the Wealth Management practice and reports to an Associate Director, Wealth Management. It is an onsite role in the Boston office.

We are seeking a candidate with experience related to middle- and front-office wealthtech solutions that enable wealth management firms and their advisors to improve operational efficiencies, productivity, scalability, and client outcomes. The role requires a deep and ongoing understanding of the marketplace to help our clients assess opportunities, navigate vendor selection, and implement change decisions. The role will build and maintain a network of wealthtech providers, decision-makers at wealth management organizations, and advisors, to support primary research needs. Candidates should have previous experience at a wealth tech vendor, technology consulting organization, wealth manager, or research firm.

The position is ideal for someone who is analytical, exhibits strong writing skills, works autonomously, is comfortable working on multiple project 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.

Cerulli’s Wealth Management practice focuses on trends related to financial advisors and related intermediaries, including:

• In-depth competitive analysis and qualitative coverage of the wealth management industry
• Needs, challenges, risks, and opportunities facing financial advisors and firms that employ them
• Distribution strategies for retail asset management products sold through financial advisors

Responsibilities and Duties:

• 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.

• Lead analyst and author of 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
  
• Contribute to other wealth management reports, particularly U.S. Broker Dealer Marketplace
  
• Solicit and interview financial advisors and senior executives at Broker/Dealers, RIAs, and Wealth Tech vendors regarding emerging trends
  
• Support strategic consulting engagements that pertain to the practice
  
• Author timely thought-leadership content for the quarterly Cerulli Edge U.S. Advisor Edition
  
• Manage report projects and deadlines
  
• Provide client-support, including conference calls and live meetings, related to wealthtech
  
• Assist account managers with client inquiries related to the practice’s research content
  
• Manage any necessary partnerships with industry trade associations, publications, and media

Qualifications:

• Five to 10 years of experience in financial services related to wealthtech and retail wealth management
  
• 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 on 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, MBA, CIMA®, CFP®, or CFA® is a plus

Please send all resumes to Alexandra Sorrentino, no phone calls please.

This senior analyst position works within the Wealth Management practice and reports to an Associate Director, Wealth Management. This role is based out of the Boston office.

We are seeking a candidate with experience related specifically to broker/dealers, including wirehouses, banks, independents, as well as national and regional firms. The ideal candidate has a deep understanding of these organizations, including the opportunities and challenges they face, financial advisor portfolio construction, and product use.

The position is ideal for someone who is analytical and quantitatively-oriented, exhibits strong writing skills, works autonomously, is adaptable, comfortable working on multiple project 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.

Cerulli’s Wealth Management practice focuses on trends related to financial advisors and related intermediaries, including:

• In-depth competitive analysis and qualitative coverage of the largest B/Ds
• Needs, challenges, risks, and opportunities facing financial advisors
• Distribution strategies for retail asset management products sold through financial advisors
• Strategy for wholesaling teams, including structure, compensation, and resource allocation
• Competitive dynamics underlying marketshare shifts across wirehouse, RIA, independent B/D, and other advisor affiliation models

Responsibilities and Duties:

• Lead and author the U.S. Broker Dealer Marketplace report content related to emerging trends
• Author timely thought-leadership content for the quarterly Cerulli Edge U.S. Advisor Edition
• Assist in building quantitative surveys and models, including survey design, data gathering, data modeling and analysis, and exhibit creation
• Manage report projects and deadlines
• Support strategic consulting and custom research engagements that pertain to the practice
• Provide client-support, including conference calls and live meetings, related to the annual report
• Assist account managers with client inquiries related to the practice’s research content
• Solicit and interview senior executives regarding emerging industry trends
• Manage any necessary partnerships with industry trade associations, publications, and media

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.

Qualifications:

• Five to 10 years of experience in financial services related to retail wealth and/or asset management trends
• Deep understanding of B/Ds, retail asset management, portfolio construction, and wealthtech
• Exposure to financial advisors and their investment decision making process
• 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 on multiple initiatives simultaneously and meet deadlines
• Proficient in Excel; able to manipulate, and analyze sizeable amounts of data
• Experience with Alteryx and/or SPSS is a plus
• Ability to cultivate a network of industry contacts for research purposes
• College degree; completion of, or progress toward, CIMA® or CFA® is a plus

Please send all resumes to Alexandra Sorrentino, no phone calls please.