The Offshore Wealth Manager Research team sits at the center of the business, driving strategy, business development, and client sales enablement with U.S.-based Wealth Management firms serving global investors. The team partners closely with Market Leaders, Sales Desk, Product, Portfolio Management, Marketing, Legal, and Operations to scale the Offshore Wealth platform across the Americas. This role is responsible for helping shape and execute the Offshore Wealth growth agenda, with a focus on expansion of investment solutions, platform and product due diligence, product selection, and model delivery. The role blends strategic thinking, investment expertise, and commercial execution, acting as a force multiplier for field sales and a key interface with internal product partners. This Manager Research role is a strategic pillar for Offshore Wealth—shaping what the business brings to market, how it is delivered on platforms, and how effectively it is positioned with advisors serving global clients. Success in this role directly impacts solution adoption, AUM growth, and the scalability of the Offshore Wealth franchise.
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Job Type
Full-time
Career Level
Entry Level