Senior Manager, Alliance Research

Charles Schwab Corporation•Orlando, FL

58d•Onsite

About The Position

The Family Wealth Alliance (FWA) connects the multifamily wealth community. We are the only membership organization focused on multifamily wealth firms: multifamily offices, high-end wealth management firms, trust companies, and the family office practices of private banks and law and accounting firms. Since 2003, we have curated a collaborative, peer-led network united by shared values and fueled by a desire to serve clients and the industry at the highest level.Our membership represents the epicenter of industry thought leadership. We help our members build and foster key relationships through our vast resources, conferences, events, and peer networking opportunities, as well as industry-first research initiatives. Our Alliance Research arm has released more than 30 industry reports and benchmarking studies since our founding, establishing us as the authority on North American multifamily offices. The Family Wealth Alliance is seeking a highly organized and detail-oriented Research Manager to support the execution of our industry-leading benchmarking studies and custom research engagements. This role will play a critical part in managing workflows across all stages of the research lifecycle-planning, data collection, analysis, insight development, and reporting-ensuring operational excellence and a high-quality experience for participating firms. This is an ideal position for someone who enjoys managing complex information, transforming it into meaningful insights, and owning project management along the way. The role is not available as fully remote. Must live within reasonable commuting distance from the following Charles Schwab campus locations: Westlake, TX Orlando, FL Lone Tree, CO

Requirements

Candidates must have five or more years of relevant experience; a background in quantitative market research is highly desirable.
Analytical mindset with the ability to interpret complex datasets
A natural curiosity to explore data and uncover new insights
Exhibit sound and accurate judgment; trustworthy, discreet, ethical, and respectful of the confidential aspects of research activities
Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) on Windows OS, with particular emphasis on Excel and PowerPoint
Strong proficiency in survey tools (e.g., SurveyMonkey, Qualtrics)
Comfortable learning new technical skills as needed, including but not limited to Customer Relationship Management (CRM) systems and web forms
Meticulous attention to detail with exceptional follow-through
Experience managing multiple projects simultaneously, ensuring they meet deadlines and quality standards
Take pride in completing tasks on time with quality and reliability
Prompt, polite, and proactive communication via phone, email, and in person
Professional poise in all interactions
Take initiative; seek increased responsibilities and developmental growth
Creative and self-directed problem solver
Adaptable to evolving business needs; comfortable with changes in routine and process

Nice To Haves

Familiarity with the wealth management and family office industry is a plus but not required.

Responsibilities

Build and manage project timelines, ensuring cross-functional deadlines are met
Schedule and coordinate discovery calls with prospective study participants and advisory groups
Manage follow-up communication to maintain engagement
Prepare documentation for programming and coordinate custom questionnaire builds
Manage engagement letter process, including legal edits, internal routing, execution, and documentation
Program questionnaires using complex logic and piping
Conduct initial quality assurance (QA) of survey links and materials
Liaise with external research partners to launch surveys and troubleshoot issues
Assist with participant recruitment through regular outreach and follow-up communications
Enter and maintain accurate participant data and notes across internal systems
Stay on top of broader industry thought leadership; regularly mine secondary data sources, white papers, and other industry resources for ongoing insights
Perform basic QA and data cleaning on aggregate datasets, including proactive validation via secondary data sources
Conduct initial QA of firm-level responses and follow up with participants as needed
Process member intake and renewal surveys, ensuring clean data for annual reporting and ongoing longitudinal analysis
Oversee various data and database-related tasks within internal systems
Generate charts and visualizations for written reports and PowerPoint presentations
Collaborate with senior staff to draft initial executive summaries, slide decks, and reports
Support post-event survey analysis and presentation, in coordination with programming team
Manage and analyze ad hoc poll results
Coordinate the delivery of benchmarking reports and executive summaries
Follow up with participants to monitor satisfaction and schedule follow-up calls as needed
Maintain longitudinal datasets and act as point person for historical participant data
Perform other related duties as assigned.