Chris Bailey
Director, Retirement at Cerulli Associates | Greater Boston
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Chris Bailey serves as the Principal Consultant and Head of NMG Consulting's US Insights business, where he plays a pivotal role in shaping the strategic direction of research initiatives tailored for the financial services sector. With a strong foundation in both qualitative and quantitative data analysis, Chris partners seamlessly with sales, marketing, and product development teams, as well as external research vendors and industry thought leaders. His expertise lies in delivering actionable competitor and industry insights that empower clients to make informed strategic decisions.
At NMG, Chris leads the design, execution, and analysis of both syndicated and custom primary research projects, focusing on key stakeholders such as plan sponsors, individual investors, and financial advisors. His work is instrumental in advising prominent defined contribution recordkeepers and asset managers, helping them navigate complex market dynamics and maximize the impact of research findings. By leveraging his skills in competitive intelligence and data analysis, Chris ensures that clients gain a comprehensive understanding of market trends and consumer behavior, which is crucial for developing effective product strategies.
In addition to his research acumen, Chris excels in project management and process improvement, consistently driving efficiency and effectiveness in research operations. His strategic vision and executive visibility enable him to foster strong relationships with clients, ensuring that their unique needs are met with tailored insights and recommendations. As a thought leader in the industry, Chris is committed to advancing the field of financial services research, making him an invaluable asset to NMG Consulting and its clients.
Director, Retirement at Cerulli Associates in March 2025 to Present
Principal Consultant at NMG Consulting in April 2019 to September 2024
Vice President at Retirement Insights LLC in November 2017 to April 2019
Senior Director, Market and Competitive Insights at Fidelity Investments in January 2017 to July 2017
Director, Market and Competitive Insights at Fidelity Investments in June 2012 to January 2017
Senior Audit Analyst at Fidelity Investments in June 2011 to June 2012
Audit Analyst II at Fidelity Investments in January 2010 to June 2011
Market Analyst at Smiths Medical in January 2009 to January 2010
Senior Analyst - Market Insights at Fidelity Investments in January 2007 to February 2009
Product Analyst at Fidelity Investments in July 2006 to January 2007
College Intern at Fidelity Investments in June 2004 to July 2006
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Go-to-Market Strategy
Team Management
Industry Research
New Business Opportunities
Sales
Client Liaison
Marketing Research
Account Management
New Business Development
Marketing
Customer Relationship Management (CRM)
Public Speaking
Market Research Project Management
Business-to-Business (B2B)
Presentations
Quantitative Research
Market Research
Project Coordination
Collaborative Problem Solving
C-Level Communications
Customer Experience
Business Development
Business Analytics
Team Leadership
Strategic Leadership
Customer Insight
Solution-oriented
Resource Allocation
Executive Visibility
Business Planning
Program Management
Leadership
Strategic Vision
Product Strategy
Product Launch
Communication
Vendor Management
Competitive Analysis
Analysis
Strategic Planning
Team Building
Analytics
Business Analysis
Competitive Intelligence
Data Analysis
Process Improvement
Qualitative Research
Financial Services
Cross-functional Team Leadership
Management
Strategy
Market Analysis
Project Management
Business Strategy
Consulting
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Discover more about Cerulli AssociatesWhat is Chris Bailey email address?
Email Chris Bailey at [email protected] and [email protected]. This email is the most updated Chris Bailey email found in 2026.
How to contact Chris Bailey?
To contact Chris Bailey send an email to [email protected] or [email protected]. (updated on September 13, 2024)
What company does Chris Bailey work for?
Chris Bailey works for Cerulli Associates
What is Chris Bailey's role at Cerulli Associates?
Chris Bailey is Director, Retirement
What is Chris Bailey's Phone Number?
Chris Bailey's phone (**) *** *** 133
Chris Bailey Email Addresses
Chris Bailey Phone Numbers
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