Senior Manager, Market Research & Insights- Family Wealth Alliance

Senior Manager, Market Research & Insights - Family Wealth Alliance

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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.

• 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.

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

Candidates must have five or more years of relevant experience; a background in quantitative market research is highly…