Strategic Sales Consultant

7 days ago

Ilford, Greater London, United Kingdom Lombard Odier Full time

About the Role

Lombard Odier is seeking a Sales Strategist to join our team. As a key member of our Business Development team, you will play a critical role in driving sales growth and improving sales performance.

Key Responsibilities

  • Conduct analysis and research into sales results, sales effectiveness, and customer analytics to inform go-forward sales strategy.
  • Work with the Senior Sales Strategist to make recommendations to Business Development Leadership and document and deliver on resulting action plans.
  • Identify and implement Management Information improvements, including sales pipeline and financial management information.
  • Improve management visibility of key financial metrics, including team flows and sales.
  • Develop and maintain effective relationships with sales team members to facilitate successful work efforts.
  • Liaise with various internal departments to coordinate and deliver core business management activities.

Requirements

  • 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 renowned global wealth and asset manager with a strong focus on sustainable investing. We are an innovative bank of choice for private and institutional clients, with a comprehensive offering of discretionary and advisory portfolio management, wealth services, and custody. Our philosophy is to Rethink Everything, and we strive to provide a fresh investment perspective for our clients.

Our Values

We are driven by Excellence, fueled by Innovation, and underpinned by Respect and Integrity. We are One Team, united in serving our clients with unwavering dedication. We promote a diverse and inclusive work environment, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs.

Why Join Us

Lombard Odier is an exciting place to work, with a rich history spanning over 225 years. We are committed to building diverse teams that contribute to our successes. We actively embed Diversity, Equity, and Inclusion in our business strategy, and we strive to ensure that our employees can fulfill both their personal and professional aspirations.

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