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Data Strategist
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Lombard Odier Investment Managers, a renowned global wealth and asset management company, seeks a skilled Sales Strategist to join its team. As a Sales Strategist, you will play a critical role in driving sales growth and improving sales effectiveness.
Key Responsibilities- Conduct in-depth analysis and research into sales results, sales effectiveness, and customer analytics to inform go-forward sales strategy.
- Collaborate with the Senior Sales Strategist to make recommendations to Business Development Leadership and document resulting action plans.
- Identify and implement Management Information improvements, including sales pipeline and financial management information.
- Enhance data quality and process efficiency.
- Prepare and facilitate sales planning sessions.
- Develop a comprehensive understanding of client and product financials across the geographical footprint.
- 5 years of experience working in a strategy or sales role within an asset management organization.
- Technical knowledge of financial instruments and markets.
- In-depth knowledge of investment fund and financial regulations.
- Ability to interpret qualitative and quantitative financial data and provide insightful positioning.
- Advanced knowledge of Microsoft Office applications (particularly Excel and PowerPoint).
- Excellent analytical skills.
- Advanced knowledge of Salesforce and Tableau.
We are committed to creating a diverse and inclusive work environment where talented individuals inspire the organization with a diversity of thought, background, experience, and identity. We have actively embedded Diversity & Inclusion in our business strategy.