Key Responsibilities:

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.