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.

About the Role

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 help 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) & advanced analytical solutions and produce insights that empower both business decision-makers and the sales people directly.

Qualifications

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, SingleStore, 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

Preferred qualifications

• 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 ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. 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 require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 90,000 - 180,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.