CEB Wealth Management
Leadership Council

CEB Wealth Management Leadership Council is a membership for innovative wealth management executives who want to optimize the performance of their business. Our research and insights are rooted in the challenges our members deem most important and span topics that impact your organization's day to day as well as longer-term strategic initiatives. We use relationships and learnings from the best financial institutions to help you and your team save time and make better decisions.

Our Research Focus

Equipping our members with strategic guidance and tactical tools on the topics most important for their function is at the heart of what we do. We don't just point to where you need to go: we provide you with a roadmap and a suite of implementation tools to get you and your team there. Key topics include:

Client Experience

Sales Strategy and Productivity

Client Segments

Talent Management

Innovation and Trends

How CEB Helps You

Building an Advice-Led
Client Experience


Learn More

Our Latest Research: Reimagining Advisor Talent

Most firms aspire to deliver an advice-led model, but executives report that only 11% of advisors are equipped to deliver this approach. This year, we're helping wealth management executives redefine their talent models to build an advisor force of the future.

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Align Your Wealth Management
Strategy with Technology

CEB TowerGroup™ Wealth Management provides insights and analyses on the latest in wealth management technology to help executives make strategic IT decisions with confidence.

Speak with our team to learn more.

Membership Features

Research and Insight: Unique research and tools to help business leaders evaluate new issues and challenges

Proven Best Practices: Tested approaches to solving business challenges from our network of leading companies

Advisory Support: Personalized expert guidance and project support for pending decisions, new tactics, internal presentations, and other needs

Decision and Diagnostic Tools: Customized, actionable views of the most important performance metrics in your function

Peer Benchmarks: Relevant, quantitative data and analysis to help allocate resources and target areas with the highest impact

Executive Networking: On-request advice, feedback, and perspective from peer interaction with hundreds of leading executives

Live and Online Learning Events: A wide variety of events exclusively for senior executives, as well as staff training and skill development opportunities

What Our Members Are Saying

Featured Resources

Related Services

From Our Blogs

Commercial Banking: Two Priorities for 2016
The twin concerns of using data to improve decision-making and reducing the effort customers must expend to use a bank's services are what many commercial banking teams will be asked to work on this year, according to CEB data. 04 Jan 2016
Financial Services: 5 Principles of Digital Process Design
The process of encoding more and more of our lives into bits and bytes is now so widespread that any company providing a digital service can't simply replicate what they offer offline. These five principles are gleaned from a wide variety of senior financial services operations managers. 21 Dec 2015
Retail Banking: Customers Are Less Loyal in the Digital Era
As growing numbers of retail banking customers prefer to use their bank's services via digital channels, its now much easier for them to switch between providers. And this means it takes far less effort to be a "disloyal" customer too. 16 Dec 2015

Some of Our Members