Strategic Sales Professional

1 month ago

London, Greater London, United Kingdom Lombard Odier Full time
About the Role

Lombard Odier, a renowned global wealth and asset management firm, is seeking a highly skilled Sales Strategist to join its team. As a key member of the organization, you will play a crucial role in driving sales growth and developing strategic initiatives to enhance the company's market position.

Key Responsibilities
  • Conduct in-depth analysis of sales results and customer data to inform go-forward sales strategy.
  • Collaborate with senior sales leaders to develop and implement sales plans, ensuring alignment with business objectives.
  • Identify opportunities to improve sales processes, data quality, and management information systems.
  • Develop and maintain a deep understanding of client and product financials, including trends and watchouts.
  • Improve management visibility of key financial metrics, including team flows and sales performance.
  • Promote best practices in the use of Salesforce and identify mechanisms to mandate its use within sales teams.
  • Define business requirements for changes, enhancements, or new Tableau views, ensuring data quality and accuracy.
  • Build strong relationships with sales team members to facilitate successful work efforts.
  • Liaise with internal departments to coordinate and deliver core business management activities.
  • Participate in cross-functional projects as necessary, providing sales-related business requirements and guidance.
  • Produce ad-hoc sales and business development presentations as required.
  • Creation of one-off and ongoing reports to support sales and business development activities.
Requirements
  • At least 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 and 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 help set go-forward sales strategy.
  • Advanced knowledge of Salesforce and Tableau.
About Lombard Odier

Lombard Odier is a global wealth and asset management firm with a rich history spanning over 225 years. Our philosophy, Rethink Everything, drives us to innovate and provide a fresh investment perspective for our clients. We are committed to excellence, innovation, respect, integrity, and being one team, united in serving our clients with unwavering dedication.

We promote a diverse and inclusive work environment, encouraging internal mobility and individual upskilling programs. We believe that building diverse teams contributes to our success and strive to deliver on this by embedding diversity, equity, and inclusion in our business strategy.

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