Analyze sales data, market intelligence, and industry trends to identify growth opportunities across business lines and territories, highlighting emerging patterns in intermediary preferences, product demand, and competitive positioning
Partner with sales leadership to deliver actionable insights that streamline processes, reduce administrative burden, and enable sales teams to focus on client engagement and revenue-generating activities
Develop and maintain business intelligence frameworks and dashboards that provide visibility into sales performance, pipeline activity, market trends, and competitive positioning across intermediary channels
Create compelling presentations and reports for senior leadership, sales teams, and cross-functional stakeholders that communicate insights clearly and drive decision-making
Scope, plan, and execute strategic sales enablement initiatives from concept through rollout and training, with the ability to clearly articulate complex information to diverse audiences
Monitor and report on key performance indicators related to sales effectiveness, distribution trends, and market share
Collaborate with technology and data teams to enhance data quality, accessibility, and analytical capabilities
Stay current on industry trends, competitive dynamics, and regulatory developments affecting intermediary distribution
Requirements
3-8 years of experience in business intelligence, sales analytics, sales enablement, or related roles within financial services
Strong understanding of investment products including mutual funds, ETFs, separately managed accounts, and other investment vehicles
Deep knowledge of the intermediary sales landscape, including wirehouses, independent broker-dealers, RIAs, and other distribution channels
Familiarity with the intermediary sales process, from prospecting through relationship management and asset retention
Demonstrated ability to scope, plan, and execute strategic initiatives from concept through rollout and training, with the ability to clearly articulate information and train others effectively
Proven ability to generate innovative sales ideas and provide fresh perspectives on presenting information and solving business challenges
Creative approach to data visualization and communication, with the ability to develop engaging, intuitive ways to convey complex information
Excellent presentation skills with experience presenting to groups ranging from sales teams to senior leadership
Outstanding written and verbal communication skills, with the ability to distill complex information into clear, compelling narratives
Intellectual curiosity with a genuine interest in understanding markets, products, and sales dynamics
Strong work ethic with the ability to manage multiple priorities and deliver high-quality work under tight deadlines
Coachable and eager to learn new technical skills and tools
Bachelor's degree required
Preferred: Experience designing and implementing sales enablement programs, tools, or training initiatives
Familiarity with AI technologies and their applications in business intelligence, sales enablement, and process automation
Background in creating sales collateral, playbooks, or other enablement materials
Proficiency in business intelligence and analytics tools (e.g., Tableau, Power BI, SQL, Excel)
Advanced degree or relevant certifications (CFA, CAIA)