Wealth Management Research, Senior Specialist

What you’d do

Lead and conduct original quantitative and qualitative research on wealth management, financial planning, and taxation, producing white-paper style thought leadership and guiding research analysts. Full time. Found on the employer's careers page on Oct 20, 2026. Apply through the link.

You’ll need

• Bachelor's in finance, economics, financial planning, taxation, or related
• 8+ years relevant experience
• Experience in wealth management or financial planning research
• Academic/white paper style research
• Expertise in household tax and estate planning