Senior Manager, Sales Intelligence

Role Overview

• 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)

Tech Stack

• SQL
• Tableau

Benefits

• vacation time
• sick time
• 401(k)
• health, dental and life insurances