Vice President, Research & Consulting

Position: VP, Research & Consulting

Department: Emigrant Partners

Reports To: Managing Director, Head of Strategic Advisory

Employment Status: Full-Time, Exempt

Office Location: Corporate Office, NY

Job Summary:

The Vice President of Research & Consulting is a new position on the Strategic Advisory team at Emigrant Partners. It will play an important role in the daily support and strategic planning work that Emigrant provides to its Partner Firms, which includes some of the largest and most successful independent firms in the wealth and asset management industries.

Specifically, Emigrant Partners is looking for an individual who can transform relevant industry research and data into actionable insights and intelligence that will educate and inform our Partner Firms, as well as Senior Leadership at Emigrant Partners. The ideal candidate will also be able to oversee proprietary research projects that are conducted by Emigrant. Importantly, they will also have the ability to use these research projects to identify and execute on targeted, one-to-one consulting opportunities with our Partner Firms. The ideal candidate will have the ability to combine strong analytical skills with a problem-solving, consultative mindset, and be able to present solutions that will drive growth for Emigrant's Partners Firms.

In addition, the Vice President of Research & Consulting will represent Emigrant Partners at face-to-face and virtual events and lead presentations at Emigrant events. They will play an important role in enhancing our position as an industry thought leader – and ultimately the premier provider of capital and strategic advice for the wealth and asset management industries.

Critical Skills & Key Attributes:

• Strategic & Entrepreneurial Mindset: The ability to help identify new growth opportunities and operational improvements for Emigrant's Partner Firms – coupled with the ability to understand the unique requirements of high-growth, entrepreneurial businesses.
• Connected Thinker: Ability to see and understand macro-level industry trends and translate into micro-level opportunities and considerations for Emigrant's Partner Firms.
• Analyze & Articulate: Command over research and data is essential, but must be married with strong presentation skills and the ability to efficiently articulate important findings and recommendations to top executives.
• Industrious & Resourceful: Ability to acquire relevant research and data from a range of external sources, while also building relationships with key research providers and potential partners.
• Independent, Yet Integrated: Ability to take initiative, identify and solve problems independently – but knows how to work as part of a team, communicate important information to senior leaders, and is motivated to make others more successful.
• Results-Driven: Understands goals and objectives, as well as the specific Key Performance Indicators that directly translate to success. Knows how to use KPIs as a "North Star" to drive consulting work and recommendations.
• People-Driven & Intellectually Curious: Ability to build trust and strong relationships with Emigrant team and Partner Firms; possesses strong listening skills and ability to ask the right questions.
  
  

Responsibilities:

• Work directly with roughly 20 Emigrant Partner Firms on a range of strategic planning and consulting projects. These projects will generally focus on driving growth, improving productivity and profitability, organizational design, compensation planning and talent development.
• Lead a number of strategic planning and consulting engagements with Partner Firms and oversee projects from discovery to delivery. Manages project milestones and timelines.
• Take primary responsibility for overseeing proprietary Emigrant research projects, which will include regular industry benchmarking programs, as well as "pulse projects" that are developed to better understand and analyze timely topics and trends. Institutionalize Emigrant's overall research efforts.
• Develop presentations and research studies that are distributed to Emigrant's Partner Firms. Will also be charged with identifying potential third-party research partners and new outlets for distributing Emigrant research.
• Deliver presentations at Emigrant in-person events and webinars; also present research on behalf of Emigrant at Partner Firm events and relevant industry conferences/webinars.
• Responsible for working directly with proprietary data sets and conducting independent analysis that will inform both research and consulting projects.
• Works as part of a team to build benchmarks and dashboards that measure financial performance, productivity and return on investments in technology, marketing and personnel.
  
  

Qualifications:

• 5-10 years of experience in wealth management and/or asset management consulting roles or analyst roles
• Bachelor's Degree in relevant field, such as finance, economics or statistics
• Quantitative background and a proven ability to perform analysis preferred
• Experience using survey, research and analytical tools (i.e. Qualtrics, SurveyMonkey) required. Experience using data visualization tools (i.e. Tableau) an added bonus
• Experience using MS Office suite of products (Excel, PowerPoint, Word)
  
  

Emigrant Partners Overview:

Emigrant Partners ("EP") is a specialist capital and advice partner that makes minority investments into wealth and alternative asset management firms. We act as a comprehensive capital partner to leading investment managers by providing long-duration capital and growth support through our strategic advice. EP's 20 partner firms include industry leaders that collectively advise on approximately $100 billion of assets with offices spanning the US, Europe, Australia, and Mexico. Working at EP affords the opportunity to be part of an ambitious, dynamic, tight knit, and entrepreneurial team with a pristine reputation and strong track record. EP is owned by Emigrant Bank, which is led by Howard P. Milstein and the Milstein family.

The job description outlined above is considered a core list of job duties/requirements. This document should not be considered a complete or comprehensive list. The incumbent assigned to this position is required to perform the duties listed above. The incumbent is also expected to adapt to changes and/or additions as needed. Nothing contained within this document is intended or shall be construed to create or constitute a contract of employment between any employee or group of employees and Emigrant Bank and its Subsidiaries. Emigrant Savings Bank and its Subsidiaries retain and reserve any and all rights to change, modify, amend, add to or delete from any section of this document as it deems, in its judgment, to be proper. Emigrant Savings Bank and its subsidiaries and affiliates are Equal Opportunity and Affirmative Action employers.

New York pay range

$200,000—$300,000 USD