Sales Strategist

5 days 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 Product Development and Business Strategy team. As a key member of the team, you will play a crucial role in driving sales growth and improving sales performance.

Key Responsibilities

  • Conduct in-depth analysis and research to identify sales trends, opportunities, and challenges.
  • Develop and implement data-driven sales strategies to drive business growth and improve sales performance.
  • Collaborate with the Senior Sales Strategist to develop and implement sales plans, including sales pipeline management and financial management information.
  • Identify opportunities to improve data quality and process efficiency, and implement solutions to drive business results.
  • Develop and deliver sales planning sessions, and document and deliver on resulting action plans.
  • Build 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.
  • 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 strong focus on sustainable investing. We are a renowned investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services, and custody. Our asset management business, Lombard Odier Investment Managers, offers a range of investment strategies and solutions to clients around the world.

Our Values

We are driven by a set of core values that guide our business and our people. These values include Excellence, Innovation, Diversity, Equity, and Inclusion, and a commitment to Excellence in all that we do.

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