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Openings in Boston

Marketing Associate

Associate Director, Institutional Markets

Marketing Manager

Associate Analyst, Wealth Management


 

Marketing Associate

Position Overview:

This marketing position is based in the Boston office, and reports into the head of marketing who oversees all marketing-related activity, including media relations, digital strategy, brand design, marketing campaigns, events, and industry conferences. The position’s primary role is to support the team with the management and execution of the marketing calendar. This role will work closely with other members of the marketing team and other departments within the company.

Successful candidates for this position will have a background in marketing and communications, strong attention to detail, positive energy, and a desire to work in a collaborative, fast-paced environment.

Responsibilities and Duties:

  • Manage and execute deliverables planned on the marketing campaign calendar
  • Work closely with editorial teams across offices to ensure timely report release schedule
  • Manage and maintain the integrity of contact level details in the company’s customer relationship management system (CRM)
  • Assist in the maintenance of the company’s marketing automation platform, Marketo
  • Contribute to report marketing materials for all Cerulli reports
  • Regularly post press releases to website and related social media channels
  • Assist in updating company’s social media presence on Twitter and LinkedIn daily
  • Help distribute company press releases and manage press requests

Qualifications:

  • 0-2 years of experience in marketing at a financial services company
  • Working knowledge of the asset management industry is preferred, but not required
  • Outstanding project and time management skills with strong attention to detail required
  • Ability to multi-task and to change course quickly as needed
  • Experience writing press releases and working with the media, preferred but not required
  • Exceptional verbal and written communication skills
  • Proficient using Microsoft Office (Word, Excel, PowerPoint)
  • Preference will be given to candidates with a bachelor’s degree in marketing, marketing communication, or communications

Please email all resumes to Colleen Smith. No phone calls please.

 

Associate Director, Institutional Markets

Position Overview:

This position is based in the Boston Office in the Institutional practice and reports to the Managing Director, U.S. Research. This position will work with the Director, Institutional and Managing Director, U.S. Research to help set the strategic direction of Cerulli’s research on Institutional markets. The role will also be responsible for managing multiple analysts in the Institutional practice. The practice focuses on trends in Institutional asset management markets, including:

  • Buying habits and preferences of institutions, including defined benefit plans, non-profits, and insurance companies
  • The influence of consultants in the institutional asset management market and strategies for asset managers to work with them
  • Structure of and trends in institutional sales and client service teams, including staffing, structure, and compensation
  • Trends in institutional asset allocation and portfolio construction, including asset class demand

The position offers significant industry exposure, including interactions with senior executives throughout the industry, coverage in industry publications, and potential to present at conferences and events. Successful candidates are hardworking, persistent, and enthusiastic individuals with a passion for the financial services industry, and research and analysis.

Responsibilities and Duties:

  • Extensive analysis, data modeling, and writing responsibilities
  • Lead research initiatives for two annual research reports and contribute to the Cerulli Edge quarterly publication
  • Manage multiple analysts covering Institutional market trends
  • Help identify and pursue key institutional market trends
  • Execute, as needed, on consulting projects in Institutional markets
  • Author research report content related to emerging industry trends
  • Represent institutional market trends to Cerulli clients and prospects
  • Build quantitative surveys and models, including survey design, data gathering, data modeling and analysis, and exhibit creation
  • Identify and develop original Institutional data sources
  • Conduct ongoing qualitative research related to report themes
  • Manage report projects and deadlines
  • Solicit and interview senior executives about emerging industry trends
  • Manage partnerships with industry trade associations and publications
  • Assist account managers with client inquiries related to the practice’s research content

Qualifications:

  • 8 to 12 years of experience in financial services, related to institutional asset management
  • Exposure to institutional asset management products and portfolio construction
  • Knowledge regarding various types of institutions and other market constituents, including investment consultants
  • Comfort speaking about industry trends to senior audiences
  • Must be analytical and quantitatively oriented
  • Superior writing skills are required
  • Aptitude for synthesizing research, identifying trends, and providing commentary on relevant industry issues
  • Strong attention to detail and emphasis on accuracy
  • Ability to effectively work on several projects simultaneously, meet deadlines and work autonomously as well as across teams
  • Proficient in Excel; able to manipulate, and analyze sizeable amounts of data
  • Ability to cultivate a network of industry contacts for research purposes and seek to build deep industry expertise
  • College degree; completion of, or progress toward, advanced designations is a plus

Please email all resumes to Colleen Smith. No phone calls please.

 

Marketing Manager

Position Overview:

The Cerulli marketing team is looking for an energetic, well organized, and collaborative individual to join our marketing team. This marketing position is based in the Boston office, and reports to the head of marketing. The position will play a pivotal role in shaping Cerulli’s prospect and client engagement experience across channels. Primary responsibilities include the execution of Cerulli’s marketing campaigns, press outreach, creation and management of Cerulli’s online and in person events (including industry conferences), and management of marketing channels (including social media) for message amplification. Writing, communication, and knowledge of creating and executing integrated marketing campaigns are essential for this role.

This individual will work very closely with other members of the marketing, editorial, design, and sales teams. It also requires working closely with analysts in all three offices to develop compelling storylines that drive interest in report purchase. This position does not require travel.

Responsibilities and Duties:

  • Collaborate with members of the marketing team, editorial team, sales team, and analysts to develop integrated marketing campaigns that help our clients and prospects understand our product and brand value proposition.
  • Work with the team to successfully manage and execute all report launches throughout the year.
  • Develop and execute Cerulli events including webcasts, in-person events, and industry conferences (including promotional copy, internal marketing, presentation support, and liaising with external vendors).
  • Assist with the content development of press releases and execution of media strategy.
  • Champion our marketing automation system, Marketo. Understand the nuances of the platform and develop new programs that assist with ongoing prospect nurturing, engagement, and lead generation.
  • Work cross-functionally across marketing, sales, tech, and research teams for regular administration of the company’s CRM.
  • Partner with heads of marketing and sales to determine key measures of success, including reports that demonstrate campaign effectiveness. Suggest modifications to campaigns as needed.

Qualifications:

  • 5 - 7 years of marketing experience in financial services.
  • Strong knowledge of the financial services and asset management industry and its various distribution channels and product lines in the U.S.
  • Proficiency in developing and writing effective marketing content for a variety of audiences, including writing press releases, web copy, and email copy.
  • Strong attention to detail and organizational skills are required.
  • Ability to multi-task and change course quickly as needed.
  • Intermediate experience working with Microsoft Office Suite (Word, Excel, Powerpoint) preferred.
  • Experience working with a marketing automation platform (Marketo or Pardot) and understanding marketing automation workflow.
  • Preference is for a candidate with a bachelor’s degree in marketing or communications.
  • Experience with website content management system (e.g.; Umbraco) a plus.

Please email all resumes to Colleen Smith. No phone calls please.

Associate Analyst, Wealth Management

Position Overview:

The Associate Analyst, Wealth Management is a full-time role based in the Boston office. The person in this position will work within the Wealth Management practice and report to the Associate Director, Wealth Management. 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 and RIA custodians
  • Needs, challenges, risks, and opportunities facing financial advisors
  • Competitive dynamics underlying marketshare shifts across wirehouse, RIA, independent B/D, private bank, family office, and other advisor affiliation models
  • Distribution strategies for retail asset management products sold through financial advisors
  • Strategy for distribution teams, including structure, compensation, and resource allocation

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

Responsibilities and Duties:

  • Use IBM SPSS and Microsoft Excel software to implement Cerulli’s proprietary broker/dealer database
  • Continuously work to innovate databases, SPSS syntax, Excel models, and outputs
  • Fully document and update all processes
  • Create exhibits using SPSS, Excel, and PowerPoint
  • Collect data from public company filings and other sources for quarterly/annual market sizing projects
  • Build, test, and manage surveys using Qualtrics online survey software
  • Scrub raw survey data to minimize invalid responses and identify outliers
  • Develop lists of senior executives and solicit their participation in the research processes
  • Support data needs for partnerships with industry trade associations and publications
  • Shadow research calls with senior executives to build subject-matter expertise
  • Support the practices’ strategic consulting engagements
  • Write key implications for data exhibits in research reports

Qualifications:

  • 0-2 years of experience in financial services; prior experience working with financial advisors is a plus
  • Proficient in Excel; able to manipulate and analyze sizeable amounts of data
  • Experience with, or the desire to learn, IBM SPSS software
  • Superior quantitative acumen is a must
  • Comfort with soliciting survey and research call participation with industry executives
  • Strong attention to detail and emphasis on accuracy
  • Ability to multi-task, meet deadlines, and manage projects
  • Aptitude for synthesizing research and identifying trends
  • Desire to learn survey development and Qualtrics survey engine
  • Superior verbal and written communication skills
  • Preference is for a candidate with a bachelor’s degree in business, finance, or economics

Please email all resumes to Colleen Smith. No phone calls please.