Advisor, Wealth Management

Datos Insights; Northern (KY); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Flexible work

401(k) match

Full benefits

Growth opportunities

Job summary

Datos Insights is seeking an Advisor in the Wealth Management practice to serve as a trusted partner to senior executives, delivering strategic guidance based on proprietary data, benchmarks, and research.

The role emphasizes building relationships, translating data into practical recommendations, and collaborating with cross-functional teams to refine products and enhance value delivery. Travel up to 20% may be required.

Qualifications

• Exceptional communication and presentation skills with leadership relationships.
• Subject matter knowledge in wealth management or asset management with 4+ years of experience preferred.
• Business acumen in corporate strategy, operations, and leadership challenges.
• Ability to tell a story with data and produce compelling material for senior executives.
• Comfortable with quantitative analysis and explaining methodologies to non-experts.
• Intermediate Excel skills are a plus.
• Familiarity with Salesforce/CRM.
• Willingness to travel up to 20%.

Responsibilities

• Build and maintain relationships with senior executives; provide data-driven recommendations.
• Learn Datos Wealth Management benchmarking studies and connect clients’ data to peer positioning.
• Deliver insights through executive briefings and presentations; participate in client events.
• Partner with sales and account management to translate findings into renewal/expansion dialogue.
• Collaborate with sales on pre-sales calls and create compelling collateral to drive new business.
• Work with account management and research teams to drive benchmarking participation.
• Collaborate with internal stakeholders to refine product offerings and enhance value delivery.
• Stay updated on industry trends and emerging challenges.
• Work with research/product to ensure product quality; support content development tasks.
• Serve as author/contributor for secondary deliverables.

Skills

Relationship management

Communication

Presentation skills

Storytelling with data

Quantitative analysis

Excel

Salesforce/CRM familiarity

Travel readiness

Education

Bachelor’s degree

Master’s preferred

Tools

Salesforce

Job description

Datos Insights' Wealth Management practice provides mission-critical insights into the strategy, technology, and regulatory trends impacting wealth management firms, their financial advisors, and their clients, empowering them to stay on the forefront of change. The practice serves a diverse client base, including banks, broker-dealers, insurance companies, asset managers, independent advisors, technology vendors, and professional services firms.

As an Advisor, you will be a trusted partner to senior executives, providing strategic guidance and actionable insights based on proprietary data, benchmarks and research and industry best practices. This role requires strong relationship management skills and the ability to translate complex data and research into practical, high-impact recommendations. The ideal candidate derives joy from working with clients and helping them solve interesting problems.

What You'll Do

Client Engagement and Advisory

• Build and maintain strong relationships with senior executives, understand their business challenges and provide data-driven recommendations. You are most likely to work with leadership teams at bank wealth managers and trust companies.
• Learn the ins and outs of Datos Wealth Management benchmarking studies (pricing, financial, and compensation data) and connect clients’ data to the business model story behind their peer positioning.
• Deliver compelling insights through one-on-one briefings and presentations at the executive level; occasionally participating in client offsite meetings, industry conferences and roundtables, and similar events.

Cross-Functional Collaboration

• Partner with sales and account management teams to translate client-specific findings into renewal and expansion dialogue.
• Partner with sales on pre-sales calls and creating compelling collateral to drive new business development.
• Partner with account management teams and research teams to drive participation in benchmarking studies.
• Collaborate with internal stakeholders to refine product offerings and enhance value delivery.

Thought Leadership

• Stay up to date on industry trends and emerging challenges.
• Work closely with research and product teams to ensure product quality.
• Support the research team in an advisory, editorial, or oversight capacity across major stages of content development, especially where the content is built off of findings from our datasets. Examples: determining scope, hypothesis formulation, and other research design tasks, as well as standard content creation activities - storyboarding, visualizations, writing and editing.
• Serve as an author and/or contributor for secondary deliverables.

Requirements

• Exceptional communication and presentation skills, with the ability to develop relationships with business leaders.
• Subject matter knowledge in asset management or wealth management, including working within a financial services firm or previous experience as an advisor or consultant. At least four years of work experience preferred.
• Business acumen and understanding of corporate strategy, operations, and leadership challenges.
• Ability to tell a story with data and produce compelling material that captures senior executives’ attention.
• Comfortable with quantitative analysis, especially with the interpretation of key findings (e.g., can differentiate between meaningful and spurious data, can explain methodologies and concepts to non-experts; good pattern recognition abilities).
• Intermediate Excel skills a plus.
• Familiarity with Salesforce/CRM.
• Bachelor’s degree required, Master’s preferred.
• Willingness and ability to travel up to 20%.

What Working at Datos Insights offers

• Opportunity to shape the organization’s future - and help scale it and grow it over the next 5 years. There’ll never be a dull moment.
• Learn and/or hone the skills that prepare you for a general management career, giving you a ringside view into business decision-making at all levels.
• Gain access to world-class financial services and insurance experts as your colleagues - if you choose to be a practitioner in the future, Datos is a great place to forge that career.
• Flexible work environment.
• Most importantly, every single day, work with kind, smart, hardworking people with a great sense of humour who appreciate you for who you are.

Datos Insights is committed to offering a rewarding professional environment. The compensation package includes base salary, bonus, 401(k) with employer match, unlimited time off and full medical/dental/vision benefits.

Datos Insights is an equal opportunity employer. Datos Insights will never contact you from a domain other than @Datos-Insights.com.