Associate Director, Retirement (Practice Lead) Job at Cerulli Associates, Boston, MA

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  • Cerulli Associates
  • Boston, MA

Job Description

Company Overview:

Cerulli Associates (CA) is a research and consulting firm, headquartered in Boston, specializing in product and distribution analysis for the global asset management industry. Since 1992, we have blended primary research and data analysis to bring perspective to current market conditions and forecasts for future developments. With a suite of research publications, an interactive data platform, and custom research and consulting offerings, we provide financial services firms with unparalleled guidance in strategic positioning and new business development.

Cerulli Associates is a 2023 and 2024 Boston Globe Top Places to Work . We are proud to be recognized for our outstanding employee engagement, management, work-life balance, and benefits.

Our clients include virtually all the top 50 global asset management firms, as well as industry service providers, management consulting companies, banks, broker/dealers, insurance companies, investment consulting firms, and private equity firms.

Position Overview:

Cerulli is seeking a candidate with experience related to the retirement markets, including both defined contribution and personal retirement planning. The position is based in the Boston Office and is responsible for leading the Retirement practice. It reports to the Managing Director, U.S. Research. The practice focuses on trends related to the Retirement markets, including:

  • Trends in the 401(k), 403(b), 457 and other defined contribution markets
  • Defined contribution investment only (DCIO) strategies for asset managers, including target-date funds
  • Strategies in the recordkeeper market, including participant engagement and service offerings
  • Trends in personal retirement planning, including the IRA market and retirement income

Successful candidates for this position are analytical and quantitatively-oriented, exhibit strong writing skills, work autonomously, are adaptable and comfortable working on multiple projects simultaneously, are comfortable with public speaking, and seek to build deep industry expertise. They are also hardworking, persistent, and enthusiastic individuals with a passion for financial services industry research and analysis.

The position offers significant industry exposure, including interactions with senior executives throughout the industry, coverage in industry publications, participation in trade associations ( e.g., SPARK, DCIIA) and presenting at conferences and events.

Responsibilities and Duties:

  • Lead retirement research initiatives for three annual research reports, a quarterly periodical, and consulting projects
  • Author research report content related to emerging industry trends
  • Inform and oversee quantitative surveys and models, including survey design, data gathering, data modeling and analysis, and exhibit creation
  • Conduct ongoing qualitative research related to report themes
  • Lead consulting projects in the defined contribution and retirement markets
  • Represent Cerulli’s retirement content with senior industry executives and other clients
  • Manage Cerulli’s relationship with Retirement industry trade organizations, including DCIIA and SPARK
  • Manage report projects and deadlines
  • Solicit and interview senior executives about emerging industry trends
  • Assist account managers with client inquiries related to the practice’s research content
  • Manage a team of multiple analysts covering the retirement market
  • Work in person in Cerulli’s Boston office at least two days a week

Qualifications:

  • 7 to 10 years of experience in the defined contribution and retirement industry
  • Knowledge of defined contribution plans and investments
  • Exposure to personal retirement planning, including retirement income
  • Superior writing skills
  • Aptitude for synthesizing research, identifying trends, and providing commentary on relevant industry issues
  • Strong attention to detail and emphasis on accuracy
  • Comfort with public speaking and presenting trends to senior executives
  • Ability to work on multiple projects simultaneously and meet deadlines
  • Capable of cultivating a network of industry contacts for research purposes
  • College degree; completion of, or progress toward advanced designations, such as CIMA® or CFA®, is a plus
  • Some travel is required

Job Tags

2 days per week,

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