Description

Your Opportunity

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.

Planning and Project Management

• 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

Data Collection & Fielding

• 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

Data Processing & Quality Assurance

• 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

Data Analysis & Visualization

• 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

Delivery & Follow-Up

• 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.

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

What you have

Required Knowledge, Skills, and Abilities

Candidates must have five or more years of relevant experience; a background in quantitative market research is highly desirable. Familiarity with the wealth management and family office industry is a plus but not required.

Analytical skills

• 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

Technical aptitude

• 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

Project management

• 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

Strong oral and written communication skills

• Prompt, polite, and proactive communication via phone, email, and in person
• Professional poise in all interactions

Motivated and energetic

• 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

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.



Requisition #: 2025-116737

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Requirements

2025-116737