Sales Operational Processes & Communication
- Map, maintain, and continuously improve core distribution workflows and reporting including management and board updates.
- Own and evolve the sales communication framework, ensuring updates on fund launches, operational changes, and sales initiatives are clear, consistent, and aligned across teams.
- Run key governance forums, including sales leadership meetings, cross-functional working groups, and KPI reviews.
- Champion operational discipline and cross-functional transparency, acting as the “glue” between sales and other internal departments to reduce friction and enhance collaboration.
Client Proposals & Regulatory Fund Reporting
- Oversee the full lifecycle of RFPs, RFIs, and DDQs – ensuring timely, accurate, and brand-aligned responses to institutional and intermediary clients.
- Maintain governance, production and delivery of fund factsheets and regulatory fund reporting – KIDs, EMT, EPT, Solvency II, etc.
- Collaborate with Product, IT and Legal/Compliance to ensure all materials meet regulatory and internal control standards.
Distribution Intelligence & Reporting
- Develop and maintain comprehensive sales reporting dashboards and analytics for senior leadership.
- Translate data into actionable insights, supporting strategic distribution planning and performance evaluation.
- Manage and evolve key metrics and KPIs across regional and product-level sales activity.
CRM Governance
- Own and enforce CRM data integrity and usage standards.
- Drive adoption of CRM as the single source of truth for client interactions, pipeline management, and activity tracking.
- Implement enhancements that improve user experience and reporting accuracy.
- Partner with Marketing to align CRM and marketing automation systems – ensuring seamless lead capture, campaign tracking, and attribution reporting.
Skills and Qualifications
- 7+ years of experience in sales operations, enablement, or business management within asset management.
- Strong understanding of distribution processes, CRM systems (Salesforce preferred), and data governance.
- Experience managing RFP, client onboarding, and fund reporting workflows.
- Excellent stakeholder management and communication skills, able to bridge commercial and operational teams.
- Strategic thinker with a hands-on approach and a focus on continuous improvement.
- Analytical mindset with advanced skills in data visualization and reporting tools (e.g., Power BI, Excel, etc.).
- Proven ability to lead governance and process optimisation initiatives across complex organizations.
- Detail-oriented, highly organised, and capable of managing multiple priorities.
- Strong people and team management skills – capable of leading, mentoring, and developing individuals or cross-functional contributors.
Top Skills
What We Do
WisdomTree is one of the world’s leading providers of exchange-traded products (ETPs).
Our goal is to provide a superior investing experience for our clients. We believe that investors shouldn’t have to choose between performance and cost efficiency, so we developed innovative investment solutions that deliver both. Combining the performance benefits of actively-managed investments with the cost efficiency of passive investments, our ETPs can be used to invest strategically for the long term or to trade tactically in the short term.
Investors can choose between a range of truly comprehensive and innovative ETPs, across a broad range of asset classes, enabling investors to construct and diversify their portfolios intelligently.
