Advisor, Wealth Management Practice

Location: US Remote

Datos Insights’ Wealth Management practice provides mission-critical insights into the strategy, technology, and regulatory trends impacting wealth management firms, their financial advisors, and their clients, empowering them to stay on the forefront of change. The practice serves a diverse client base, including banks, broker-dealers, insurance companies, asset managers, independent advisors, technology vendors, and professional services firms.

As an Advisor, you will be a trusted partner to senior executives, providing strategic guidance and actionable insights based on proprietary data, benchmarks and research and industry best practices. This role requires strong relationship management skills and the ability to translate complex data and research into practical, high-impact recommendations. The ideal candidate derives joy from working with clients and helping them solve interesting problems.

What You’ll Do

Client Engagement and Advisory

  • Build and maintain strong relationships with senior AML and/or Fraud executives, understand their business challenges, and provide data-driven recommendations.
  • Build and maintain strong relationships with product leaders and analyst relations teams at the vendors who support Fraud and AML capabilities.
  • Deliver compelling insights through one-on-one briefings and presentations; occasionally participate in roundtable discussions, meetings, or similar events.
  • Surface opportunities for consulting project work through client relationships.

Cross-Functional Collaboration

  • Partner with sales and account management teams in pre-sales activities and to drive engagement and retention.
  • Partner with account management teams and research team to drive participation in benchmarking studies.
  • Collaborate with internal stakeholders to refine product offerings and enhance value delivery.

Research and Thought Leadership

  • Stay abreast of industry trends and emerging challenges
  • Work closely with research and product teams to ensure product quality.
  • Support the research team in an advisory, editorial, or oversight capacity across major stages of content development, especially where the content is built off of findings from our datasets. Examples: determining scope, hypothesis formulation, and other research design tasks, as well as standard content creation activities—storyboarding, visualizations, writing and editing.
  • Serve as an author and/or contributor for secondary deliverables.

 Qualifications & Experience

    • Exceptional communication and presentation skills, with the ability to develop relationships with business leaders
    • Subject matter knowledge in asset management or wealth management, including working within a financial services firm or previous experience as an advisor or consultant. At least four years of work experience preferred.
    • Business acumen and understanding of corporate strategy, operations, and leadership challenges.
    • Ability to tell a story with data and produce compelling material that captures senior executives’ attention
    • Comfortable with quantitative analysis, especially with the interpretation of key findings (e.g., can differentiate between meaningful and spurious data, can explain methodologies and concepts to non-experts; good pattern recognition abilities)
    • Intermediate Excel skills a plus
    • Familiarity with Salesforce/CRM
    • Bachelor’s degree required, Master’s preferred

    Willingness and ability to travel up to 20%

What Working at Datos Insights offers

  • Opportunity to shape the organization’s future – and help scale it and grow it over the next 5 years. There’ll never be a dull moment.
  • Learn and/or hone the skills that prepare you for a general management career, giving you a ringside view into business decision-making at all levels.
  • Gain access to world-class financial services and insurance experts as your colleagues – if you choose to be a practitioner in the future, Datos is a great place to forge that career.
  • Flexible work environment.
  • Most importantly, every single day, work with kind, smart, hardworking people with a great sense of humour who appreciate you for who you are.

Datos Insights is committed to offering a rewarding professional environment. The compensation package includes base salary, incentives, 401(k) with employer match, unlimited time off and full medical/dental/vision benefits. Datos Insights is an equal opportunity employer.

Datos Insights is an equal opportunity employer. Datos Insights will never contact you from a domain other than @Datos-Insights.com.