Position Summary:
Our Director of Insight and Research is responsible for capturing, creating, and sharing industry knowledge related to our membership and the wealth management industry we support. With a strategic focus on transforming data and information into thought leadership, this role will partner and collaborate with FOX colleagues to ensure the firm’s expertise enhances existing member relationships and attract new ones. This role will be the research subject matter expert for the company, speaking articulately in face-to-face meetings with FOX members and the media, as well as preparing others in the firm to present at industry conferences and member meetings.
Responsibilities:
- Lead the development and implementation of FOX’s longitudinal studies, including benchmarking surveys, to further FOX’s role as an industry thought leader.
- Identify industry trends and recommendations for future research projects, webinars, learning modules, and presentations.
- Identify trends; write white papers, blogs, and research reports; and present research at member meetings,
- Partner with FOX team members to share knowledge and present insights that reinforce our position as a thought leader.
- Oversee annual FOX research methods to ensure quality and accuracy of data and results at every stage of the research process.
- Establish research partnerships with firms whose vision and mission align with FOX and its thought leadership goals.
- Partner with senior management to explore new possibilities, products, and projects that move the industry forward.
Requirements:
- Bachelor’s degree required; Master's degree preferred.
- Seven to 10 years of research and content development experience, preferably in the private wealth industry.
- Proven success simultaneously managing multiple projects of various complexities.
- Extensive knowledge of research methodologies and understanding of quantitative and qualitative analysis methodologies.
- Advanced knowledge of Microsoft Office: Word, Excel and PowerPoint.
Professional Attributes:
- Ability to translate complex concepts into easily understood written/oral messages.
- Developed project management skills; ability to manage multiple projects with tight deadlines.
- Knowledge of information providers, professional services firm or other such companies.
- Flexibility and ability to collaborate with employees and other stakeholders at all levels of an organization.
- Collaborative partnership approach to problem-solving.
FOX offers a competitive benefits package, including medical, dental, vision, disability, and life insurance; a 401(k) plan; and a generous paid-time-off program. Salary for this position is commensurate with experience.