Associate, Sales Strategy

The Associate/AVP in the Global Distribution COO team will play a pivotal role in supporting the operational, and strategic initiatives of the distribution department. This individual will work closely with the Distribution senior leadership to ensure the development and effective execution of distribution strategies, process enhancements, and operational excellence.

The ideal candidate is detail-oriented, proactive, and possesses a robust background in asset management, project management and data analytics. This individual will combine strong communication skills with the analytical rigor in order to drive clear, impactful outcomes for the Global Distribution organization. This position offers an excellent opportunity to contribute to the growth and transformation of a leading global investment firm. The role also provides ample opportunities for professional development and growth within a collaborative and inclusive work environment.

Project Management
• Manage cross-functional projects within the Distribution business, coordinating with the broader organization.
• Oversee project timelines, deliverables, and resources, ensuring projects are completed on time and within scope.
• Coordinate with various teams to achieve project objectives.
• Strategy & Data Analysis
  • Collect, analyze, and report on distribution metrics and KPIs.
  • Partner with leadership on client segmentation and trend analysis
  • Monitor and analyze performance metrics to identify trends and insights that support strategic decision-making.
  • Assist Sales and Finance leadership with quarterly strategy and planning
• Business Management & Reporting
  • Prepare and organize correspondence, documents, presentations, and spreadsheets for meetings with senior management and stakeholders.
  • Utilize Salesforce to optimize sales operations and generate reports on project progress and deliverables.
  • Assist Sales and Finance leadership with quarterly strategy and planning, including forecasting, financial metric analysis, budget and resource planning
• Stakeholder Engagement
  • Understand and enhance client engagement models across Wealth, Institutional, and other client channels.
  • Organize bi-annual client and sales review processes for senior management.
  • Support fundraising efforts to expand the global investor base.
  • Communicate effectively with internal distribution teams on behalf of the Global COO of Distribution to provide updates on progress and performance.
  • Interface with internal and external parties with professionalism and confidentiality.
• Operational Support
  • Assist with the day-to-day operations of the distribution team.
  • Coordinate and manage distribution-related projects and initiatives.
  • Ensure compliance with regulatory requirements and internal policies.
  • Assist with business planning and spending analysis.
  • Partner with HR, Finance, Operations, Corporate Strategy, Investments, Marketing, Product Strategy and other departments to ensure seamless connectivity and operational efficiency.

• Bachelor's degree in finance, Business Administration, or related field
• 2-5 years of relevant experience in a professional office setting
• Proven experience in a corporate environment
• Advanced proficiency in MS Excel, Outlook, Word, and PowerPoint
• Experience in Salesforce or similar CRM software
• Comfortability working with data and data analysis
• Knowledge of Asset Management Business Development a plus

• Strong organizational and time management skills with a commitment to accuracy and quality.
• Collaborative, agile, and a skilled problem solver.
• Ability to prioritize multiple competing requests effectively.
• Excellent verbal and written communication skills, including proficiency in presentations.
• Strong analytical and quantitative abilities.
• Goal-oriented and detail-focused.
• Highly motivated and adaptable self-starter capable of working across multiple geographies and initiatives.
• Delivery-focused, with a willingness to work closely with stakeholders to implement solutions.
• Project management experience is preferred.