Manager, Sales Analytics

Job Posted 18 Days Ago Posted 18 Days Ago
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New York City, NY
130K Annually
Mid level
Fintech
The Role
The Manager, Sales Analytics is responsible for providing analytics and data-driven insights to support sales growth at Invesco. This role involves collaborating with distribution partners, developing relationships, and managing projects that utilize Business Intelligence tools to drive strategic goals. The position focuses on monitoring and measuring client segmentation and campaign strategies while fostering effective data usage across the organization.
Summary Generated by Built In

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.

If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

The Department:

Distribution Intelligence is responsible for increasing client focused, data driven decision making at Invesco. The group works mostly with the Americas Distribution and Marketing teams to help increase net sales through a better understanding of our clients (financial advisors and direct purchasers). It works like a small startup within the organization, with a clear focus on improving effectiveness and efficiency through end-to-end management of data, analytics, visualization, and in-field implementation. There is a distinct focus on building talent through training and recruiting as well as redefining the vision and engagement model with the rest of the organization. In short, it’s an exciting place to be at for self-starters who want to set and own their paths forward.

Your Role

The Manager, Sales Analytics sits in the Invesco’s Distribution Intelligence organization which supports Invesco’s retail and institutional businesses in the Americas and EMEA. Reporting to the Associate Director, Sales Analytics (US), this role will help provide analytics and data driven insights that support the sustained growth of the Invesco business.

You Will Be Responsible For:

  • Ensure accurate and timely analytics for distribution partners and internal stakeholders
  • Cultivate relationship with distribution partners through the use of analytics, industry best practices, and home office insights to drive strategic goals
  • Support the analytics roadmap and promote the effective use of data and insights to build actionable growth solutions for Invesco’s Distribution team
  • Employ data and analytics to define, monitor, and measure our Client Segmentation strategies, Campaign targeting efforts, and strategy execution
  • Partner with the Distribution and Data teams to design and manage dashboards and tools to help business partners access information, uncover insights, and execute on sales strategies
  • Build and develop relationships with Distribution team leaders, sales consultants, and product specialists to influence the use of data and analysis in their decision making
  • Develop, manage, and own various projects including problem definition, solution design, and implementation
  • Analyze data and trends using Business Intelligence tools (Tableau, PowerBI, SQL, Snowflake, AWS, Excel) to help define and solve business problems

The Experience You Bring: 

  • 4+ years of experience developing actionable insights and applying data analytics in a consulting setting, preferably in the asset management industry or financial services industry
  • Experience working with homeoffice and field sales leaders and consultants, and translating their business needs into technical requirements and solutions
  • Thought leadership for distribution workstreams and WMI client strategy /insight engine
  • Experience with financial transactions data or the Asset Management industry
  • A unique combination of data analytics and sales experience is highly desirable
  • The successful candidate will demonstrate high personal initiate, the ability to work independently and be a strong team player
  • Stakeholder service focused with ability to think strategically and develop innovative ways to optimize data, presentations and go-to-market approaches
  • Demonstrated technical competence:
    • Experience in using Business Intelligence tools (Tableau, PowerBI, etc)
    • Exceptional storyboarding skills using MS PowerPoint
    • Proficiency in data analysis and database queries (SQL, Snowflake, AWS, PYTHON)
    • Proficiency in Microsoft Office (Excel, PowerPoint)
  • Solid knowledge on Asset management industry and good understanding of distribution channels and clients of the industry
  • Superior relationship building, communication, and ability to influence skills
  • Ability to effectively balance implementation of highly technical models in a sales environment
  • Capable of not only knowing the ‘how’ but also telling the ‘so what’
  • Intellectual curiosity, with excellent problem-solving and quantitative skills, including the ability to define issues, identify root causes, and recommend solutions
  • Ability to work in agile, test & learn, and iterative environment
  • Strong project management and organizational skills with attention to detail
  • Effective communication and presentation skills, especially in small group setting
  • Undergraduate or advanced degree in a quantitative or Finance discipline (i.e., Statistics, Mathematics, Business Analytics) with a focus on data analytics techniques
  • Strong academic qualifications, including advanced understanding/coursework in database management and Data Science

   

The total compensation offered for this position, which includes salary and incentive pay, will vary based on skills, experience and location. The salary range for this position in New York City is up to $130,000 annually.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

YesWorkplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. 

What’s in it for you?

 

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: 

  • Flexible paid time off

  • Hybrid work schedule 

  • 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution 

  • Health & wellbeing benefits 

  • Parental Leave benefits 

  • Employee stock purchase plan

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.

Top Skills

SQL
The Company
Atlanta, Georgia
4,700 Employees
On-site Workplace

What We Do

Invesco is an independent investment management firm delivering an investment experience designed to help people get more out of life.

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