Responsibilities:

• Develop and refine business strategy, ongoing resource allocation and resource effectiveness assessment
• Collaborate closely with other strategy functions within the Distribution team and analytics team to drive success
• Derive insights to influence incremental resource allocations, sales coverage models and the marketing mix
• Develop a customer segmentation model as a foundation for establishing targets, creating programs and allocating resources
• Ensure seamless and effective program execution for channel-specific initiatives
• Drive analytics of functional levers and programs to determine channel-specific effectiveness of resources and programs
• Gather and synthesize customer insights from a variety of sources (sales, research, behavioral data, fund flows, customer interactions) to shape our distribution approach
• Represent channel and customer in cross-channel resource effectiveness analysis

Requirements:

• MBA from top tier program
• Must have 2-3 years post MBA experience within top tier consulting firm (eg; Bain, McKinsey, Boston Consulting, Booz Allen), ideally within a non-M&A financial services practice area
• 2-3 years relevant financial services industry experience in sale distribution
• Sales exposure to Registered Investment Advisors, Private Wealth Management and Institutional clients
• Leadership of strategy and decision-making, and team cross-functionally (marketing, sales, product and operations)
• Direct experience in business planning, strategic thinking, client segmentation and efficient program execution

For immediate consideration, please forward resume and contact details to: info@ashtonlanegroup.com

Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit www.AshtonLaneGroup.com

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