Sales Data Operations Specialist
About The Position
Lazard Asset Management is seeking an experienced sales data professional to manage third-party platforms for data collection, verification, and reporting in support of assets under management (AUM) and sales reporting, territory scoring and segmentation, field insight, and sales compensation. The role oversees LAM's Broadridge SalesVision platform, which brings together sales and AUM data from distribution partners and covers much of LAM's third-party field sales across mutual funds, separately managed accounts, retirement plan accounts, and UCITS funds. The position is part of Sales Enablement and works closely with sales management and external field sales. The specialist serves as a key interface with Broadridge, Lazard's external software vendor and sales data management system, and is the escalation point for data issues and primary partner to Finance, Sales Technology, and data providers.
Requirements
- 5–10+ years of experience in asset management sales data or managing data from distribution partners such as broker-dealers and wealth platforms, including ownership of a function or platform.
- Experience with Broadridge SalesVision or a comparable platform.
- Working knowledge of sales and AUM data for mutual funds, separately managed accounts, retirement plans, UCITS, and ETFs.
- A record of running sales compensation data or administering a compensation platform accurately and on deadline with a Finance counterpart.
- Advanced Excel skills and strong analytical skills.
- Experience managing vendor relationships and working with senior sales, Finance, and technology leaders.
Nice To Haves
- Experience connecting vendor data to Salesforce or a similar CRM system.
- SQL, Python, or comparable tools for data checks and automation.
- Experience supervising analysts and implementing automation or AI in operational processes.
Responsibilities
- Own daily, weekly, and monthly data feeds into SalesVision; work with data providers, custodians, and recordkeepers to ensure data completeness and accuracy and add sources as distribution relationships change.
- Set and maintain data standards and rules for institutional and third-party distribution teams; check sales and AUM figures against source data and lead resolution of discrepancies.
- Maintain consistency of approved territory, wholesaler, and personnel changes across SalesVision, the Broadridge Wholesaler Compensation portal, and Salesforce.
- Own the data side of the quarterly compensation cycle for institutional and third-party distribution teams, working with Finance on calculations, reporting, and review; Finance owns approval and payment.
- Own the connection that brings key sales data from Broadridge into internal systems such as Salesforce and confirm that data matches SalesVision.
- Own ETF sales and AUM data in Broadridge Market Analytics and manage the Broadridge relationship, including service standards, training, and contract discussions.
- Maintain written procedures and controlled access for recurring processes.
- Deliver analysis and reporting to stakeholders, including senior management.
- Lead automation and AI improvements.
Benefits
- Comprehensive, competitive benefits
- Potential incentive compensation
- Career development investment
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
