Distribution Enablement: Commercial Analytics Lead

Wellington Management•Chicago, IL

1d•Hybrid

About The Position

Distribution Enablement: BI & Analytics will serve as a key contributor and delivery engine for the Global Distribution Enablement Team. Global Distribution Enablement is a driving commercial force for our Distribution (Sales) effort through the application of data and technology. Specifically, this function will help develop and grow a data ecosystem to help formulate data models to help advance the on-the-field execution of our sales teams to capture 'money-in-motion'. This role will collaborate across the distribution business (including sales, marketing, product) while partnering closely with IT/Engineering to develop and deliver on a multi-year roadmap of solutions and tools that will help scale the business and drive growth and profitability. Primary areas of focus will include model prototyping, data analysis and visualization to extract insights from combined data sets, customer segmentation & targeting modeling, territory analysis, predictive KPI performance tracking, 'next best action' and becoming AI ready . We are seeking a highly-motivated, analytical, and detail-oriented professional to help establish this function within the Global Distribution Enablement Team. The role will help strengthen the distribution data foundation, build traditional BI (including visualizations) & advanced analytical solutions and produce insights that empower both business decision-makers and the sales people directly.

Requirements

BA/BS in a quantitative discipline
3-6 years of experience operating and driving Business Intelligence efforts, ideally in the Asset/Wealth Management space
Strong expertise in BI and Analytics applications (Alteryx, Tableau/Power BI/Qlik etc.), programming (Python/R, SQL etc.), and traditional & cloud databases (MS SQL Server, SingleStore, AWS etc.) is strongly preferred
Self-motivated team player, comfortable working within a dynamic business environment, juggling multiple responsibilities and pivoting to new challenges/priorities as they arise
Data-driven, user-centered design approach to analysis and data management, with demonstrated ability to deliver information that addresses and anticipates various business user needs
The ideal candidate has a strong willingness to learn, ability to leverage technical skills, and a solid understanding of business strategies, priorities, and initiatives
Enjoys problem solving and being "the glue" between business challenges/opportunities and delivering results
Demonstrates an understanding of multiple databases, data flows, and relationships across various sources
Has a strong ability to build collaborative relationships and communicate effectively with business and IT leaders, project members, and vendors to assure success
Functional understanding of Salesforce/CRM platforms
Strong problem-solving skills and abilities, able to craft unique solutions with limited guidance; proactive in assessing dynamic situations

Nice To Haves

Experience working with machine learning (ML) models and exposure to AI implementation is strongly preferred
Prior experience with BI methodology (e.g., descriptive, prescriptive, and predictive analytic techniques) is preferred
Experience working with key Investment Management Distribution data (e.g., CRM, Trade Positions/Assets and Flows, 3rd party opportunity data sets, Marketing Campaign data, Web analytics etc.) strongly preferred
Exposure to and experience with MDM techniques, data governance, and data management is preferred

Benefits

retirement plan
health and wellbeing
dental
vision
pharmacy coverage
health savings account
flexible spending accounts and commuter program
employee assistance program
life and disability insurance
adoption assistance
back-up childcare
tuition/CFA reimbursement
paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)