Sales Enablement Strategist

Victory Capital • Boston, MA

3d • $125,000 - $175,000

About The Position

About Victory Capital: 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. General Summary and Purpose: Work internally to support all of Intermediary Distribution with digital prospecting and sales support including periodic visits to the field.

Requirements

• Bachelor Degree in Business, Finance or related field.
• 5+ years of Asset Management experience.
• Strong understanding of the marketplace, financial markets, investment products, attribution analysis and product positioning
• Ability to work under pressure and to meet precise deadlines.
• Must maintain up to date knowledge of most recent industry developments.
• Ability to turn sales concepts into actionable leads.
• Strong analytical skills.
• Strong Excel skills needed, Power BI familiarity preferred
• Effective communication skills and the ability to take complex financial information and convey it in a succinct and understandable way.
• Team player who is able to share ideas and add value to the group.
• Coachable – able to work closely in a 1:1 environment with an RSD and to take direction.
• Proficiency in project management.

Nice To Haves

• Licenses preferred – series 7 and 63.
• Sales background preferred (Internal Wholesaler)
• Keen handle on competitive marketplace covering the range of products from fundamental asset classes to alternatives.

Responsibilities

• Source and distribute actionable leads to wholesalers based on current takeaway opportunities.
• Leverage solutions that include Broker Dealer Data Packs, Walletshare, Fintrix, Discovery Database, Opportunity Hunter, Power BI, Broadridge etc.
• Provide notifications for sales teams that identify takeaway opportunities including info on “what to talk about”
• Help with business and pipeline development of all product lines including: Mutual Funds, ETFs, SMA, and CIT
• Provide fund insight and ideas to the sales force on areas of competitive advantage (funds, firms, branches, platform and advisors)
• Regularly scheduled meetings/calls with external and internal wholesalers
• Ensure the tools we develop to increase efficiencies are used at the appropriate levels through training
• Improve advisor targeting and segmentation
• Analyze flow information and competitive analysis created by internal performance data team and combine with 3 rd party data to enhance sales strategy
• Analyze results of newly implemented strategies and monitor progress
• Build out combined prospecting and intelligence capabilities for more autonomous insight
• Attend appropriate industry events, trade conferences and client functions
• Collaborate with marketing on marketing campaigns
• Collaborate with all departments within Intermediary Sales including: Retail, RIA, DCIO, National Accounts and Offshore. In addition, the candidate will have responsibility to make recommendations on sales strategies: who to target, what fund to talk about and why across all geographic pockets of an RSDs territory.
• Travel will vary but will include industry events and wholesaler & firm events.
• The candidate will also collaborate with key stakeholders and provide strategic insights and direction.

Benefits

• Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees