Distribution Enablement: Commercial Analytics Lead

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

Distribution Enablement: BI & Analytics will serve as a key contributor and delivery engine for the Global Distribution Enablement Team. Global Distribution Enablement is a driving commercial force for our Distribution (Sales) effort through the application of data and technology. Specifically, this function will help develop and grow a data ecosystem to help formulate data models to advance the on-the-field execution of our sales teams to capture money-in-motion.

This role will collaborate across the distribution business (including sales, marketing, product) while partnering closely with IT/Engineering to develop and deliver on a multi-year roadmap of solutions and tools that will help scale the business and drive growth and profitability. Primary areas of focus will include model prototyping, data analysis and visualization to extract insights from combined data sets, customer segmentation & targeting modeling, territory analysis, predictive KPI performance tracking, next best action, and becoming AI-ready.

We are seeking a highly-motivated, analytical, and detail-oriented professional to help establish this function within the Global Distribution Enablement Team. The role will help strengthen the distribution data foundation, build traditional BI (including visualizations) and advanced analytical solutions, and produce insights that empower both business decision-makers and the sales people directly.

The successful candidate is likely to have:

• BA/BS in a quantitative discipline
• 3-6 years of experience operating and driving Business Intelligence efforts, ideally in the Asset/Wealth Management space
• Strong expertise in BI and Analytics applications (Alteryx, Tableau/Power BI/Qlik etc.), programming (Python/R, SQL etc.), and traditional & cloud databases (MS SQL Server, Single Store, AWS etc.) is strongly preferred
• Self-motivated team player, comfortable working within a dynamic business environment, juggling multiple responsibilities and pivoting to new challenges/priorities as they arise
• Data-driven, user-centered design approach to analysis and data management, with demonstrated ability to deliver information that addresses and anticipates various business user needs
• The ideal candidate has a strong willingness to learn, ability to leverage technical skills, and a solid understanding of business strategies, priorities, and initiatives
• Enjoys problem solving and being the glue between business challenges/opportunities and delivering results
• Demonstrates an understanding of multiple databases, data flows, and relationships across various sources
• Has a strong ability to build collaborative relationships and communicate effectively with business and IT leaders, project members, and vendors to assure success
• Functional understanding of Salesforce/CRM platforms
• Strong problem-solving skills and abilities, able to craft unique solutions with limited guidance; proactive in assessing dynamic situations

• Experience working with machine learning (ML) models and exposure to AI implementation is strongly preferred
• Prior experience with BI methodology (e.g., descriptive, prescriptive, and predictive analytic techniques) is preferred
• Experience working with key Investment Management Distribution data (e.g., CRM, Trade Positions/Assets and Flows, 3rd party opportunity data sets, Marketing Campaign data, Web analytics etc.) strongly preferred
• Exposure to and experience with MDM techniques, data governance, and data management is preferred

Not sure you meet 100% of our qualifications? That’s okay. If you believe that you could excel in this role, we encourage you to apply. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and…