Managing Director - Wealth Management

Title: Managing Director, Wealth Management - M4

Location: Remote USA

Reports To: VP & General Manager, Financial Services

The Role:  

As the Managing Director, Wealth Intelligence, you will collaborate with J.D. Power team members and clients to enhance the wealth management industry and leading institutions. You will be a dynamic force for change, identifying mission-critical issues and delivering solutions that make a meaningful difference for our clients and the industry.

The Impact You Will Have in This Role: 

This role is a senior leadership position within J.D. Power, where you will have the opportunity to work with many of the leading wealth management firms in a rapidly transforming landscape to affect change. You will have the ability to shape the future of the wealth business at J.D. Power and the wealth management industry more broadly.

What You'll Be Doing in This Role: 

• Vision and Strategy: Define the current and future vision for the business using your knowledge of the industry, providers, and consumers. Identify market needs and help enhance current solutions and develop new ones to help our customers compete effectively.
• Leadership: Lead the broader Wealth Management Practice and J.D. Power team to effectively support the broader needs of our clients.
• Insights and Advisory: Develop and present critical insights to C-level executives based on J.D. Power research and other data to drive change within the firm and the broader wealth management industry. Be the expert in the room providing a value-add perspective that goes beyond data.
• Thought Leadership: Elevate the exposure and impact of J.D. Power thought leadership in the wealth management industry to the level of trusted expert for both media and executive leaders. Create thought leadership that elevates the position of J.D. Power in the industry and increases our credibility with senior executives and key stakeholders.
• Client Relationships: Work closely with senior stakeholders in the clients’ business and with professionals from leading wealth management firms to understand key needs of the market. Proactively manage relationships with sales leaders and individual account executives within your assigned practice areas to undertake account planning and support their revenue goals.
• Business Development: Design and deliver insights that facilitate relationship expansion with existing clients. Develop content that raises awareness and engagement in the market. Work with sales to identify key executive targets and a strategy to enable expansion of the relationship.

Qualifications of this Role: 

• Significant wealth management industry experience, with insights and consulting experience a priority.
• Successful track record as a senior executive using insights and data within or directly advising/supporting the wealth management industry to drive change/improvement efforts.
• Skilled at engaging and influencing C-level executives, being recognized as a trusted advisor.
• Strategic business development experience.
• Strong presentation skills and demonstrable experience in presenting to, and working with, senior executives
• Bachelor’s Degree from a college or university required.

The Hiring Manager says: 

“I’m looking for someone who can act autonomously, make an immediate impact, and be a key driver of future growth for our business. I’m looking for someone who is excited about the opportunity to work with industry-leading firms to transform themselves and the wealth management industry.”

The Way We Work: 

• Leader Led
• Remote First
• Foster Flexibility
• Reward Performance
• Time Off Matters

Team and Business Environment

Our team is made up of motivated professionals who take their jobs seriously and are driven to succeed by the end goal of making the industry we focus on better. This environment rewards results and puts few constraints on how far or fast you can go in your job and career. You will work in an active and fast-paced company environment alongside skilled research designers, statisticians, and account executives.

Company Mission  

J.D. Power is clear about what we do to ensure our success into the future. We unite industry leading data and insights with world-class technology to solve our clients’ toughest challenges.   

Our Values  

At J.D. Power, we strive to be Truth Finders, Change Makers and Team Driven - the distinct behaviors that, together, define our unique culture.   

J.D. Power is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability. 

Should you require accommodations during the recruitment and selection process, please reach out to [email protected]. 

J.D. Power does not disclose your personal data to unauthorized third parties. However, as a global corporation consisting of multiple affiliated companies in various countries, J.D. Power has international sites and J.D. Power uses resources located throughout the world. J.D. Power may from time to time also use third parties to act on J.D. Power’s behalf. You agree to the fact that to the extent necessary your personal data may be transferred and/or disclosed to any company within J.D. Power group of companies as well as to third parties acting on J.D. Power’s behalf, including also transfers to servers and databases outside the country where you provided J.D. Power with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America. If you are a California or United Kingdom resident, additional disclosures about the information we collect and how we use that information can be found by clicking here.

To all recruitment agencies: J.D. Power does not accept unsolicited agency resumes and we are not responsible for any fees related to unsolicited resumes.