Sales Strategist

1 month ago

Richmond, United States Lombard Odier Full time

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.
 

With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.
 

“Rethink Everything” is our philosophy – it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.

Lombard Odier Investment Managers (“LOIM”) is the asset management business of the Lombard Odier Group. In order to strengthen our Product Development and Business Strategy team, we are looking for a:

Sales Strategist

About the role

Reporting to the Senior Sales Strategist, you will conduct analysis and research into sales results, sales effectiveness, customer analytics that help set go-forward sales strategy. You will work with the Senior Sales Strategist to make recommendations to Business Development Leadership with responsibility for documenting and delivering on resulting action plans.

You responsibilities will also include the following:

Identify and implement Management Information improvements including sales pipeline and financial management informationIdentify opportunities to improve data quality and process efficiencyPreparation and facilitation of sales planning sessions; responsibility for documenting and delivering on resulting action plansA detailed understanding of client and product financials across the geographical footprint including relevant trends & watchoutsImprove management visibility of key financial metrics including team flows and salesSalesforce: promote best practice use of Salesforce and identify mechanisms by which this can be mandated within the sales teamsTableau: define business requirements for changes, enhancements or new tableau views. Support efforts to ensure Tableau data quality.Build effective relationships with sales team members to facilitate successful work effortsLiaise with various internal departments to coordinate & deliver core business management activitiesProjects: participate in cross functional projects as necessary where sales related business requirements & guidance are necessaryProduce ad-hoc sales & business development presentations as requiredCreation of one-off & ongoing reports to support the above activities

Your profile

+ 5 years of experience working in a strategy or sales role within an asset management organizationStrong communication skills, both written and spokenTechnical knowledge of financial instruments and marketsIn depth knowledge of investment fund and financial regulationsStrong knowledge of the mutual fund market landscapeAbility to interpret qualitative & quantitative financial data and provide insightful positioningAdvanced knowledge of Microsoft Office applications (particularly Excel, and PowerPoint)Excellent analytical skills that offer insight into sales results, sales effectiveness, and that help set go-forward sales strategyAdvanced knowledge of Salesforce & Tableau

Our Maison’s DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication.

As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison’s DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.

It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.

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