Market Niche Definition in HNW Investment Management
Budget: $750 – $1,500 CAD
A fledgling firm that is "just another player" in the investment management business in Ontario needs to stand out from the crowd. This project goal will be to define a niche with specific client needs/pain points/priorities that is appealing to serve. The focus will be specifically on investment management and not the broader wealth management or financial planning industry.
Our initial priority will be to define an appealing niche within the HNW space (based on your existing knowledge and/or your learning about the space). As part of the process we will identify characteristics of prospects in the niche, archetypes, and pain points.
We will also be defining:
-meaningful channel partners
-online/offline venues and messages for communicating with prospects.
We will walk away from this project with a decision on what niche we are going to target and a very basic high-level sketch of how we are going to do it. Although all four Ps are up for discussion, there are some constraints on Product.
Strong candidacy will include past experience:
-with marketing strategy, market research, niche identification
-serving the financial services sector and even better if investment management
-delivering marketing materials and learning what drives conversion
-deep awareness of the Canadian context. If you are not situated in Canada do not apply.
In your response be sure to say "I know Canada"
Our initial priority will be to define an appealing niche within the HNW space (based on your existing knowledge and/or your learning about the space). As part of the process we will identify characteristics of prospects in the niche, archetypes, and pain points.
We will also be defining:
-meaningful channel partners
-online/offline venues and messages for communicating with prospects.
We will walk away from this project with a decision on what niche we are going to target and a very basic high-level sketch of how we are going to do it. Although all four Ps are up for discussion, there are some constraints on Product.
Strong candidacy will include past experience:
-with marketing strategy, market research, niche identification
-serving the financial services sector and even better if investment management
-delivering marketing materials and learning what drives conversion
-deep awareness of the Canadian context. If you are not situated in Canada do not apply.
In your response be sure to say "I know Canada"