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Sales Strategist

2 months ago

United Kingdom Lombard Odier Investment Managers Full time

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.

With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide

advanced banking technology to other financial institutions.

“Rethink Everything” is our philosophy – it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.

Lombard Odier Investment Managers (“LOIM”) is the asset management business of the Lombard Odier Group. In order to strengthen our Product Development and Business Strategy team, we are looking for a:

Sales Strategist

About the role

Reporting to the Senior Sales Strategist, you will conduct analysis and research into sales results, sales effectiveness, customer analytics that help set go-forward sales strategy. You will work with the Senior Sales Strategist to make recommendations to Business Development Leadership with responsibility for documenting and delivering on resulting action plans.

You responsibilities will also include the following:

  • Identify and implement Management Information improvements including sales pipeline and financial management information
  • Identify opportunities to improve data quality and process efficiency
  • Preparation and facilitation of sales planning sessions; responsibility for documenting and delivering on resulting action plans
  • A detailed understanding of client and product financials across the geographical footprint including relevant trends & watchouts
  • Improve management visibility of key financial metrics including team flows and sales
  • Salesforce: promote best practice use of Salesforce and identify mechanisms by which this can be mandated within the sales teams
  • Tableau: define business requirements for changes, enhancements or new tableau views. Support efforts to ensure Tableau data quality.
  • Build effective relationships with sales team members to facilitate successful work efforts
  • Liaise with various internal departments to coordinate & deliver core business management activities
  • Projects: participate in cross functional projects as necessary where sales related business requirements & guidance are necessary
  • Produce ad-hoc sales & business development presentations as required
  • Creation of one-off & ongoing reports to support the above activities

Your profile

  • + 5 years of experience working in a strategy or sales role within an asset management organization
  • Strong communication skills, both written and spoken
  • Technical knowledge of financial instruments and markets
  • In depth knowledge of investment fund and financial regulations
  • Strong knowledge of the mutual fund market landscape
  • Ability to interpret qualitative & quantitative financial data and provide insightful positioning
  • Advanced knowledge of Microsoft Office applications (particularly Excel, and PowerPoint)
  • Excellent analytical skills that offer insight into sales results, sales effectiveness, and that help set go-forward sales strategy
  • Advanced knowledge of Salesforce & Tableau

Why join us

Our Maison’s DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team , united in serving our clients with unwavering dedication.

LOIM is an equal opportunity employer

We are committed to creating a diverse and inclusive work environment, where talented people inspire the organization with a diversity of thought, background, experience and identity to reinforce our innovation and deliver excellence. We firmly believe this is how we will continue to thrive. To deliver on this, we have actively embedded Diversity & Inclusion in our business strategy.