Associate Director - Financial Services Research & Insights (Sydney)

Associate Director - Financial Services Research & Insights (Sydney)

08 Oct
|
Resources Group AU
|
Sydney

08 Oct

Resources Group AU

Sydney

Some research roles are about delivering the work.
This one is about building a reputation around it.
We’re partnering with an established, independently owned insights consultancy with an enviable position in Australia’s financial services sector. They work with leading super funds, banks, private banks and wealth businesses, delivering research that gets read, discussed and acted on.
They’re looking for a smart, polished and ambitious Associate Director who combines strong quantitative research skills with confident consulting and presenting capability.

The role
You’ll lead a mix of syndicated and bespoke research, exploring areas such as investor and adviser sentiment, intergenerational wealth transfer, retirement, brand positioning, customer experience and market trends.

You’ll:

- Lead complex quant projects end to end
- Design surveys and analytical approaches
- Work across segmentation, weighting, market sizing and analysis
- Turn data into clear, strategic recommendations
- Present confidently to senior and C-suite audiences
- Write engaging reports and thought leadership
- Build trusted senior client relationships
- Spot commercial opportunities and support proposals
- Coach and develop junior researchers

The bigger opportunity
This is more than a traditional AD role.
They want someone who can become increasingly public-facing – speaking at events, contributing to industry commentary, building a profile in market and helping shape what the business researches next.
There is genuine long-term succession potential for someone who wants to step into broader leadership and, eventually, help lead the business.

About you
You’ll likely have around 6-8 years’ market research experience, ideally agency or consultancy side, plus:

- A strong quantitative toolkit




- Experience leading projects independently
- Confidence presenting to senior stakeholders
- Excellent written communication
- Commercial curiosity and robust client skills
- Some people management or mentoring experience

Financial services experience is useful but not essential. What matters more is curiosity and the appetite to build expertise across superannuation, wealth, investment and financial services.

Why join?
You’ll get the entrepreneurial feel of a smaller independent consultancy, backed by a strong reputation, international reach and established senior client relationships.
Expect genuine investment in your development, opportunities to build your own industry profile, global exposure and a clear pathway to take on more responsibility as the business grows.
If you’re technically strong, credible with clients and ready for a role with more visibility and influence, we’d love to hear from you.

For a confidential conversation, get in touch with Jennifer Besanvalle at Resources Group.
[email protected]

About Resources Group
We are the Leading Global Talent Agency for Insights, Analytics & Data Strategy. Our consultants take the time to truly understand your career aims and are dedicated to providing tailored, impartial advice to find you the very best career move. We have access to an unrivalled and exclusive range of job opportunities with trailblazing agencies and blue-chips across Australia, NZ and APAC.
Resources Group’s Diversity and Equality Policy determines that we submit applicants to our clients on the basis of merit and ability, regardless of race, colour, age, disability, family responsibilities, gender, marital status, nationality, religious or political views or affiliations, sexual orientation or socio-economic background.

📌 Associate Director - Financial Services Research & Insights (Sydney)
🏢 Resources Group AU
📍 Sydney

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