Market research studies are paid engagements Ivy Exec conducts with clients to get feedback on certain topics. For this study, we are looking for professionals from independent RIAs, boutique wealth management firms, and family offices to talk about the allocation of alternative investments, the technology supporting these strategies, and the key challenges facing the industry . Participation requirements Job title : Principal, Senior Investment Consultant, Senior Wealth Advisor, Wealth Management Director, Senior Investment Strategist, Portfolio Advisory Director, Executive Director Wealth Advisory, Head of Investment Consulting, Partner Client Advisory, Senior Partner Wealth and Investments, Chief Operating Officer, Director of Operations Financial Services, Head of Business Operations, Executive Director Operations, Managing Director Operational Strategy, Global Head of Operations, Chief Operating Executive, Partner Operations and Infrastructure, Senior Partner Operations Excellence, Chief Transformation Officer, Group Director, Managing Director, Partner, Senior Managing Director, Executive Director Financial Services, Regional Managing Partner, Global Head of Business Units, Chief Executive Officer Advisory Division, Senior Partner General Management, Executive Chairman Industry : Financial Services, Management Consulting Honorarium : $400 per 60 min online interview To be respectful of your time, we want to make sure you meet all study requirements. Start the survey to fill out the qualification form. If you qualify, our team will reach out to you to schedule the interview with our client.
Paid Market Research • Online/Remote Interview, NY, United States