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2 months ago
Lombard Odier Investment Managers is a leading global wealth and asset management firm, renowned for its commitment to sustainable investing. With a rich history spanning over 225 years, we provide a comprehensive range of discretionary and advisory portfolio management, wealth services, and custody solutions to private and institutional clients.
Job SummaryWe are seeking a highly skilled Strategic Sales Consultant to join our team. As a key member of our sales team, you will be responsible for conducting in-depth analysis and research into sales results, sales effectiveness, and customer analytics to inform our go-forward sales strategy.
Key Responsibilities- Conduct analysis and research into sales results, sales effectiveness, and customer analytics to inform our sales strategy
- Work closely with the Senior Sales Strategist to develop and implement sales plans, including identifying opportunities to improve data quality and process efficiency
- Prepare and facilitate sales planning sessions, providing detailed insights into client and product financials across our global footprint
- Improve management visibility of key financial metrics, including team flows and sales performance
- Promote best practice use of Salesforce and identify mechanisms to mandate its use within the sales teams
- Define business requirements for changes, enhancements, or new Tableau views, ensuring data quality and supporting efforts to enhance our data analytics capabilities
- Build effective relationships with sales team members to facilitate successful work efforts
- Participate in cross-functional projects as necessary, providing sales-related business requirements and guidance
- Produce ad-hoc sales and business development presentations as required
- 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, with the ability to provide insight into sales results, sales effectiveness, and go-forward sales strategy
- Advanced knowledge of Salesforce and Tableau
Lombard Odier Investment Managers is committed to creating a diverse and inclusive work environment, where talented individuals can inspire the organization with their unique perspectives, backgrounds, and experiences. We believe that diversity and inclusion are essential to driving innovation and delivering excellence in our business. We actively embed Diversity & Inclusion in our business strategy, and we are committed to creating a workplace where everyone feels valued, respected, and empowered to succeed.
