Assistant Manager/Manager, Distribution Strategy Financial Advisory
Core
Shape the performance and strategic direction of the financial advisory distribution business by turning business insights into actionable recommendations.
Role type
Assistant Manager/Manager, Distribution Strategy
Builds
Strategic initiatives and performance improvements for financial advisory distribution channels
Domain
Financial Services / Insurance Distribution
Deliverable
dashboards & analysis
Required skills
Analytical capabilities, Data interpretation, Strategic project execution, Performance metrics management, Sales campaign evaluation, Stakeholder alignment
Preferred skills
Power BI, Digital tools automation, Business performance management, Problem-solving, Decision making under uncertainty
Technologies
Microsoft Excel, Power BI
Responsibilities
Manage and analyze key distribution performance metrics; Track and evaluate sales campaigns and initiatives; Drive improvements in performance reporting through digital tools and automation; Lead or support strategic projects aligned with department priorities; Partner with senior leadership and external stakeholders to drive alignment and execution.
Seniority
Mid-level Manager, hands-on IC