Consultant, US Insights – Toronto

This is an excellent opportunity for a motivated individual to build their network and knowledge within the wealth, asset management, retirement, and insurance industries in the United States; and with this experience and information advantage, develop their advisory capability and expertise in order to grow the practice and advance their career.

Company Overview

US Insights – Growing the US consulting and insights businesses is one of our highest priorities. The US Insights practice runs quantitative and qualitative research projects based on interviewing financial advisors, plan sponsors, retail and retirement investors, as well as industry experts and gatekeepers. These projects help our clients understand industry trends and their competitive performance and positioning. The US Insights practice currently conducts its own research projects, bespoke projects on the behalf of clients, and is looking to design and launch several new studies in the years to come. Topics include wealth management, asset management, and insurance across all major financial services markets in the US. The insights from these programmes help support various strategic initiatives for our clients.

Summary Statement

This is a unique opportunity within our Canadian team to advance your career and be a key member of our growing US Insights team. You will be making meaningful contributions from day one to challenge your creativity, develop your skills and network with industry leaders.

The role will manage the implementation and delivery of our core Insights propositions within the United States and work closely with senior colleagues to develop insightful analysis, deepen relationships with existing clients, contribute to consulting assignments and drive the vision for improvement and expansion. Specific objectives will include enhancing the profile and value of our Defined Contribution Advisor, Plan Sponsor Buying Behavior, and custom programmes designed for leading asset managers.

This position will suit a self-motivated individual who possesses strong technical and analytical skills in addition to excellent client management abilities. Responsible for programme design, interview management and client delivery, immersion in our methodologies will be critical for success, along with the ability to articulate and debate insights and key messages with senior executives. Over time you will be considered a key source within the market for critical insight and analysis.

This is an excellent opportunity for a motivated individual to build their network and knowledge within the wealth, asset management, retirement, and insurance industries in the United States; and with this experience and information advantage, develop their advisory capability and expertise in order to grow the practice and advance their career.

Up to 20% travel within the role may be required, depending upon location and client requirements.

Role

Consultant, US Insights

Location:

Toronto

Key Responsibilities

  • Strengthen NMG’s intellectual property and information base within the US market by implementing and evolving our proven global propositions

  • Engage with NMG representatives within Canada and the US to learn methodologies and leverage existing capability

  • End-to-end programme delivery (market and company specific topic coverage, interview management with industry decision makers and professionals, proprietary data analytics and insights development, presentation and client request deliverables), liaising with NMG specialists who have developed similar programmes globally

  • Proactive engagement with target clients on topics and industry themes

  • Subsequently examine opportunities to launch new NMG programs in conjunction with NMG specialists; utilise the collective expertise and resources across all divisions of the NMG Group in order to fully exploit our “information advantage” and improve the quality of our client offering

Competencies, Qualifications & Experience

  • Relevant undergraduate or postgraduate qualification; minimum 2 years professional experience; Experience within Financial Services is a plus but not mandatory

  • Proven analytical skills; highly proficient in Microsoft Word, Excel and PowerPoint; excellent attention to detail and high quality standards

  • Highly motivated to learn, build their career and grasp opportunities

  • Strong interpersonal and communication skills, both written and verbal, and interest in developing client relationships

  • Ability to work effectively within a global team; ability to manage multiple projects

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