Research Manager for Wealth Strategies (Ontario)

Research Manager for Wealth Strategies (Ontario)

11 Sep
|
HRB
|
Ontario

11 Sep

HRB

Ontario

Join us as a Research Manager focused on Wealth Strategies, based in downtown Toronto. This role is vital in delivering consumer insights and industry data benchmarks to our external clients.

As a Research Manager, you'll oversee our Wealth Management performance diagnostic, guiding a team in performing detailed data analysis, primary research, and client presentation. You'll engage directly with executives, helping them navigate competitive landscapes and understand market positioning. Your expertise will also shape product strategy and client solutions.

Key Responsibilities:
• Manage the performance diagnostic operations and strategy
• Analyze and interpret complex datasets for client insights
• Exhibit solid presentation skills to client leaders




• Supervise 1-2 analysts and their project deliverables
• Innovate strategies for enhancing product value to clients

Requirements:
• 5-7 years of data analysis experience in financial services
• Strong ability to translate complex ideas clearly
• Self-motivated with project management skills
• Proficient in Excel and PowerPoint; knowledge of Tableau or SQL is beneficial
• Relevant University Degree

Enhance your influence and contribution in the wealth management sector with our team.
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📌 Research Manager for Wealth Strategies (Ontario)
🏢 HRB
📍 Ontario

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