Client Strategy & Distribution Lead, Research
Core
Lead Research Distribution and Client Strategy to maximize the commercial impact of the research platform across Equities, Fixed Income, and Wealth Management.
Role type
Senior IC client strategy and distribution lead
Builds
Client segmentation frameworks, differentiated servicing models, and analytics on client engagement and commercial outcomes
Domain
Financial services (Equities, Fixed Income, Wealth Management)
Deliverable
dashboards & analysis
Required skills
client segmentation, revenue targeting, client analytics, cross-functional partnership, data-driven strategy, process optimization
Preferred skills
Mandarin language proficiency
Technologies
data analytics tools, reporting platforms
Responsibilities
Optimize delivery of research products across institutional clients; Define differentiated servicing models for resource allocation; Produce analytics on client engagement and commercial outcomes; Identify revenue growth opportunities through improved targeting; Partner with Technology teams to enhance distribution tools and automation