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About Us

Wellington Managementoffers 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

The role of the Global Distribution Enablement Lead is to work with Sales Leaders, Wholesalers, Relationship Managers, and Business Partners to define, design, and drive adoption of a technology-led sales organization. This role will also be responsible for working with the Technology team to ensure clear business requirements while working with the end users to ensure that the technology and data are fully implemented and being leveraged. The successful candidate will be practical and action-oriented and have a history of demonstrating strong business judgement when making decisions. The sales enablement function will operate as part of our Client & Product Strategy (CPS) team which serves as the firm\'s center of excellence for industry and competitive insights and partners closely with product and sales teams horizontally across our Client Platform.

RESPONSIBILITIES

Responsibilities include:

Establish and lead a new sales enablement function, initially

focusing on the US Wealth market, with plans to expand support to Global Wealth and the Global Institutional business over time.

Partners with sales leadership to develop go-to-market strategies,

enhance sales productivity, and recommend process enhancements

Generate actionable insights that drive targeted and effective sales

activities in partnership with sales leadership

Identify and integrate industry-leading data repositories to ensure

comprehensive and accurate information for strategic decision making.

Partner with Technology to design and deploy cutting-edge technology

systems to optimize operational efficiency and support sales initiatives.

Create the processes and systems to deliver actionable insights to

sales teams.

Collaborate closely with marketing to enhance the advisor experience

and engagement strategies.

Track and measure impact on sales performance.

ESSENTIAL SKILLS

Strong Communication and Collaboration Skills: Demonstrates the

ability to actively champion strategic initiatives, inspiring others to follow their vision. They excel in fostering a collaborative environment, ensuring seamless teamwork and effective communication across all levels of the organization.

Expertise in Sales Psychology and Strategy: Holds a strong

understanding of sales psychology and strategy, enabling them to drive sales efficiency and effectiveness. They leverage psychological insights to craft compelling sales approaches and strategies.

Strategic Thinking: A strategic thinker with the ability to drive

sales efficiency and effectiveness. They possess the foresight to anticipate market trends and adapt strategies accordingly, ensuring sustained growth and success.

Cross-Functional Collaboration: Demonstrates the ability to partner

closely with technology, finance, sales, marketing and Client & Product Strategy functions to execute initiatives. They ensure alignment across all departments to achieve organizational objectives.

Growth Mindset: Exhibits a growth mindset, characterized by

flexibility and openness tocontinuous learning, evolution, and growth. They embrace challenges and view them as opportunities for development, fostering a culture of innovation and improvement.

Technical Proficiency in Enablement Workflow: Has a deep

understanding of the technical requirements across the enablement workflow, ensuring that all processes are optimized for efficiency and effectiveness.

QUALIFICATIONS

Over 10 years of experience, preferably in a similar role.

Proven track record developing and/or leading US Wealth sales

enablement within an asset management firm.

Extensive background in sales enablement and/or data & analytics.

Strong academic background, proven analytical and writing abilities,

effective communication skills, and meticulous attention to detail.

Demonstrated success in improving sales performance.

Comprehensive understanding of asset management and deep knowledge

of the US Wealth market.

Proficient in related technology tools such as Salesforce, Adobe,

Tableau, Seismic, etc.

Bachelor\'s degree required.

Not sure you meet 100%

Wellington Management Company

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Global Distribution Enablement Lead