Principal Analyst – Wealth Management

GlobalData Plc; Greater London; Hybrid; GBP 90,000 - 120,000; Full time

Job summary

Celent in London seeks an experienced Principal Analyst to lead wealth management research and thought leadership. You will guide strategic analysis, engage with financial institutions and technology firms, and grow the practice through new opportunities.

You will contribute to a global research agenda, mentor junior analysts, and present at major industry events while expanding advisory relationships within the Wealth Management space.

Qualifications

• 12+ years of experience in wealth management, WealthTech, consulting, research, or financial services strategy.
• Deep understanding of wealth management operating models, technology, and industry trends
• Recognized expertise in one or more areas such as:
• Artificial Intelligence
• Advisor technology
• Portfolio management
• Client onboarding
• Digital wealth platforms
• WealthTech ecosystem
• CRM and advisor productivity

Responsibilities

• Produce market-leading research and thought leadership on wealth management and WealthTech.
• Identify emerging trends and translate them into commercially relevant research.
• Advise senior executives at wealth managers, private banks, and technology providers.
• Lead client advisory engagements and executive workshops.
• Present research at industry conferences, webinars, and executive events.
• Develop and maintain a strong network of senior industry executives.
• Identify and pursue new business opportunities, including advisory engagements, subscriptions, and sponsored research.
• Collaborate with Celent analysts globally on cross-practice research initiatives.
• Mentor junior analysts and contribute to the continued growth of the Wealth Management practice.

Skills

Wealth management

WealthTech

Consulting

Research

Executive engagement

Commercial acumen

Job description

Who We Are...

GlobalData operates an intelligence platform that empowers leaders to act decisively in a world of complexity and change.

Location: London

Location type: Hybrid

Who We Are...

GlobalData operates an intelligence platform that empowers leaders to act decisively in a world of complexity and change.

By uniting proprietary data, human expertise, and purpose-built AI into a single, connected platform, we help organizations see what’s coming, move faster, and lead with confidence.

Our solutions are used by over 5,000 organizations across the world’s largest industries, delivering tailored intelligence that supports strategic planning, innovation, risk management, and sustainable growth.

Why join GlobalData...

GlobalData is at a pivotal point in its growth journey and we need curious, ambitious, courageous people to support us in achieving our vision to deliver intelligence that transforms uncertainty into opportunity for the world’s most successful organizations.

Our big ambitions mean that life at GlobalData is fast paced, entrepreneurial and rewarding. Working together in an intellectually challenging environment, where learning is super-charged to keep us on our toes, the highly stimulating, fast-paced, global environment we operate in, and our bold ambitions result in unique learning opportunities for our people.

The role...

Celent is seeking an experienced Principal Analyst to join our Wealth Management team in London. This is a senior role for someone who already has a strong reputation in the wealth management industry and can make an immediate impact through thought leadership, client engagement, and commercial development.

You will lead research on the strategic and technology trends transforming wealth management while working closely with financial institutions and technology firms globally. You will also play an important role in growing the practice by developing new commercial opportunities and expanding relationships with existing clients.

What You’ll Be Doing...

• Produce market-leading research and thought leadership on wealth management and WealthTech.
• Identify emerging trends and translate them into commercially relevant research.
• Advise senior executives at wealth managers, private banks, and technology providers.
• Lead client advisory engagements and executive workshops.
• Present research at industry conferences, webinars, and executive events.
• Develop and maintain a strong network of senior industry executives.
• Identify and pursue new business opportunities, including advisory engagements, subscriptions, and sponsored research.
• Collaborate with Celent analysts globally on cross-practice research initiatives.
• Mentor junior analysts and contribute to the continued growth of the Wealth Management practice.

What We’re Looking For...

• 12+ years of experience in wealth management, WealthTech, consulting, research, or financial services strategy.
• Deep understanding of wealth management operating models, technology, and industry trends
• Recognized expertise in one or more areas such as:
• Artificial Intelligence
• Advisor technology
• Portfolio management
• Client onboarding
• Digital wealth platforms
• WealthTech ecosystem
• CRM and advisor productivity
• Exceptional writing and analytical skills.
• Outstanding presentation and communication abilities.
• Demonstrated ability to influence senior executives.
• Proven commercial mindset with experience identifying and developing client opportunities.
• Existing industry network across wealth management and technology providers.
• Experience authoring influential research or thought leadership.

What Success Looks Like...

• Published high-impact research that shapes industry conversations.
• Become a trusted advisor to senior executives.
• Spoken at major industry events.
• Contributed meaningfully to the growth of Celent's Wealth Management business.
• Expanded our commercial relationships through new advisory and research opportunities.

In addition to a rewarding career, we support our GlobalData colleagues with a range of benefits across health, finances, fitness, travel, tech and more. To find out more about the roles and benefits on offer in your region, visit careers.globaldata.com

GlobalData believes strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, we are proud to be an Equal Opportunity Employer. GlobalData is determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, race, or is disadvantaged by conditions or requirements which cannot be shown to be justifiable.