Director of Strategic Insights, Intermediary Distribution
About The Position
Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance. Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.
Requirements
- 10 years of experience in reporting/analytics in retail distribution
- The ability to analyze industry trends and communicate to sales leadership
- Expertise in Power BI, asset management sales reporting, advanced Excel, PowerPoint, Salesforce, AI Snowflake
Responsibilities
- Manage day-to-day sales reporting/visualizations/dashboards for distribution including industry flows, gross sales/redemptions/net sales, market share and any other ad hoc requests
- Provide Value-add analytics for management to foster a deeper understanding of current trends in data including market research data, wholesaler targeting and management reporting
- Support Head of Data Strategy and Sales Enablement team with broker dealer data packs and 3rd party vendor data. Help streamline bringing data in, connecting data sources together, and allowing for faster and more consistent dashboards and reporting
- Builds various presentations for senior management including Trustees, Corporate Boards and other sales meetings throughout the year
- Support ETF effort by streamlining reporting, being able to use ETF portals like Fidelity, Envestnet, and Broadridge, and help combine ETF reporting with all other sales data for management and sales team to better manage the business.
- Stay connected to best practices in the industry by interacting with 3rd party vendors and industry events
Benefits
- Medical
- Dental
- Vision
- Flexible PTO
- Family Medical Leave
- Disability Leaves
- Education Tuition Reimbursement
- 401k plan with a generous employer match
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
