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For eBusiness & Channel Strategy Professionals

The Future Of Work In Wealth Management

Routine Compliance And Office Management Tasks Give Way To Deeper Client Relationships And Digital Skills

March 2, 2020


Why Read This Report

Digital technology can perform routine tasks such as data entry more effectively than humans and has freed up human workers to complete other, more complex tasks. Investment managers who find the right balance of human and machine labor will thrive. To help you better understand this progression and how to manage your talent pool, this report quantifies the net change for job categories in investment management. CEOs, CIOs, HR leaders, and enterprise architects can use this taxonomy to plan for a very different workforce.

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Table of Contents

  • Investment Firms Don't Need Paper Pushers Anymore
  • Traditional Roles Will Give Way To Digital And People Skills
  • Recommendations

  • Develop Your Best Employees To Stay Above The Rising Water Line
  • Supplemental Material
  • Related Research Documents

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