Job Description

Job Description

Aquent is partnering with a leading financial services organization committed to empowering individuals and institutions through innovative solutions and data-driven insights. This organization prides itself on fostering client loyalty and making strategic decisions based on deep understanding of client needs and behaviors. This is an exciting opportunity to join a highly visible team where your contributions will directly shape marketing strategies and quantify the effectiveness of key initiatives, making a tangible impact on how the organization serves its clients.

Market Research focuses on company-wide strategic decision support, client loyalty and behavior, advanced analytics, market research, reporting, and client & prospect data analysis. Our mission is to help  compete on analytics – in particular, to serve our clients and cultivate their loyalty by understanding their needs, attitudes, and behavior – and make strategic decisions in a data-driven, fact-based, sophisticated manner. Our services are in heavy demand due to our reputation for accuracy, strong business insight, outstanding productivity, and attention to detail. Our work has high visibility throughout the company as our results help a myriad of business partners shape marketing strategies and quantify the effectiveness of various marketing efforts.



The Market Research team is looking for an experienced strategic thinker with impeccable market research skills to support giving0. Giving is an independent public charity created to increase charitable giving in the United States by offering the flexible giving solution of a donor-advised fund account. We are a leading national donor-advised fund provider – having granted out to over 200,000 charities nationwide since inception on behalf of our donors.



In this role, you will be part of a dynamic and highly capable team of researchers and analysts and specifically responsible for the day-to-day management and support of online communities of giving clients (advisors who manage donor-advised funds for their clients). You will be partnering closely with the giving organization, as well as external research vendors and agencies to help giving achieve their strategy of enhancing their Platform and creating better experiences for every client.

Key Responsibilities:
\nPartner with vendor to manage an online community of advisor clients with an eye towards maximizing community participation and providing clients with a first-rate experience. In this role, it will be important to have or build an understanding of the advisor (RIA) audience in order to engage this group effectively.

Interpersonal Skills:


\nMust work collaboratively across the organization to define research goals and objectives
Proactively seek opportunities for collaboration with team members and other analytic or business groups
Excellent written and verbal communications skills, including senior-management-level presentation skills
Easy to get along with; someone that is a ‘joy’ to have as part of the team

Analytic and Research Skills:
\nAbility to develop detailed, tactical project plans and implement them on time and within budget
\nExtremely strong analytic, mathematical and statistical skills; ability to extract insights out of complex datasets and fact-bases
\nCapability to help shape team thinking regarding all aspects of research strategy, design and execution

Communications & Interpersonal Skills:
\nMust work collaboratively across the organization to define research goals and objectives
\nProactively seek opportunities for collaboration with team members and other analytic or business groups
\nExcellent written and verbal communications skills, including senior-management-level presentation skills
\nEasy to get along with; someone that is a ‘joy’ to have as part of the team

Project Management Skills:
\nAbility to structure and execute complex research efforts from end-to-end (with support of Market Research Directors)
\nAbility to manage research vendors including relationship oversight, establishing a collaborative partnership, and budget management
\nAbility to manage multiple projects simultaneously and prioritize projects within strategic business priorities
\nAbility to work in a fast-paced, rapidly changing environment
\nAbility to oversee online communities managed by an outside vendor
\nAbility to evolve and optimize the online communities to maximize value and insights to both DAFgiving360 and our clients

Experience:
\nMinimum 5 years of experience in marketing research (‘vendor side’ or ‘client side’ experience)
\nExperience with both qualitative and quantitative research methodologies
\nCollege degree

Preferred Qualifications:
\nExperience with engaging advisory boards or other groups in an online setting
\nExperience with an investment firm
\nResearch experience with financial advisors, particularly RIAs
\nExperience designing and managing User Experience (UX) studies
\nExperience with implementing AI tools in research
\nExperience in mission-driven or social impact organizations
\nFinancial service experience

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\n **About Aquent Talent:**

Aquent Talent connects the best talent in marketing, creative, and design with the world’s biggest brands. Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match. More information on our awesome benefits! Aquent is an equal-opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We’re about creating an inclusive environment—one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.

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