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Wealth Insights
Overview We are a highly respected, independent market research business serving Australia’s wealth management industry. Well established, we produce high-quality research, benchmarking studies and strategic insights …
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About the role
Overview
We are a highly respected, independent market research business serving Australia’s wealth management industry. Well established, we produce high-quality research, benchmarking studies and strategic insights for some of the country’s largest wealth management firms.
After more than 20 years of building a strong business with excellent client relationships and significant barriers to entry, the founder is looking to bring in a capable operational partner.
This is a unique opportunity for an experienced market research professional to step beyond consulting and assume the day-to-day leadership of an established and specialist research business.
The Opportunity
You will take primary responsibility for:
Day-to-day operations and back-office execution
Client relationship management and sales growth
Delivery of our core research products and new initiatives
Growing revenue and profit while maintaining our high-quality standards
What we offer
The chance to step into a leadership role with real ownership upside
Work with a portfolio of high-calibre, long-standing clients in a resilient sector
Who we’re looking for
Ideally 10+ years’ experience in market research, (wealth management / financial services experience highly regarded)
Strong commercial instincts — you enjoy sales, client relationships and growing a business
Operationally strong and organised — comfortable owning the detail as well as the strategy
Entrepreneurial, ambitious and motivated by building something of lasting value
High integrity and collaborative
Importantly, a long-term thinker looking for a real opportunity to build a business over the long-term
This role would suit a senior researcher, research manager or consultant who is ready for the next step in their career or a market research consultancy looking to expand through an established client portfolio and build a long-term commercial partnership.
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