Senior Manager for Sales Enablement at Columbia Threadneedle Investments driving insights and strategies through data analysis. Fostering collaboration with sales leadership and enhancing sales performance metrics.
Responsibilities
Analyze sales data, market intelligence, and industry trends to identify growth opportunities across business lines and territories
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
Monitor and report on key performance indicators related to sales effectiveness, distribution trends, and market share
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
Proven ability to generate innovative sales ideas and provide fresh perspectives on presenting information and solving business challenges
Excellent presentation skills with experience presenting to groups ranging from sales teams to senior leadership
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