Client Strategy Manager Jobs in Baltimore, MD (NOW HIRING)

Role Summary

The Senior Manager will be responsible for developing and supporting a comprehensive data strategy in line with overall business priorities and Sales Capabilities to lay the groundwork for the long-term vision of a data-driven organization. This person will help major business initiatives succeed by helping business partners in adopting and realizing the expected business value of internal and external data. In this senior position, you will work on "Client Master Data."focus area to establish strategic roadmaps, capability models, governance forums, and oversee execution of programs, initiatives, and protocols.

As part of Global Sales Management (GSM) Business Group, Senior Manager of Sales Data Strategy will work closely with the Sales Enablement (SE) and Sales Intelligence (SI) teams as well as the Chief Data Office (CDO) and interact with other departments within TRP Investment, including Global Marketing, Global Product, CFO/AUM, Investments Operations, and Global Client Account Servicing (GCAS). This person will work with sponsors in US Intermediaries (USI), Retirement Plan Services (RPS), and the Americas, Asia Pacific, and Europe (AAE) sales units to define, socialize, and measure outcomes for data initiatives, and to reach consensus on solutions that meet the needs of each segment while expanding scale and return on investment.

Responsibilities

• To make more well-rounded judgments for our BU (Business Units) partners, it is important to encourage communication and collaboration among the GSM extended leaders in the areas where there is heavy engagement on data-related matters.
• Tactical decisions should be made in close cooperation with all relevant parties to strike a balance between immediate needs for action and long-term strategic planning.
• Assist with GSM and technology-wide data dependencies on critical business activities supported by Data Strategy.
• Manage the alignment of sales processes (such as Opportunity Pipeline and at-risk; Segmentation and Tiering; Account Planning) with data needs (vendor/Partner data, internal TRP applications) unique to a given market or country, both in their present and desired states.
• Collaborate with TRP's technological partners to create a shared understanding of how data will be used across departments and how it will be shared.
• Work with other GSM employees, business partners, and technology partners to develop comprehensive guidelines for finding, using, and retiring external third-party data sets for use in furthering corporate goals.
• Work with the Senior Manager of Data Governance and Operations to brainstorm ways to improve the efficiency of the operations team and implement new policies.
• Work together on a unified implementation of processes and controls across the whole sales and client data lifecycle, from creation to consumption to integration to eventual disposal.
• Spreads the gospel of established processes for tracking and reporting vital sales metrics so that more people can believe the numbers being reported.
• Help the GSM team anticipate their future data requirements to reduce data duplication and increase data compatibility. Information security and privacy concerns are raised as appropriate.
• All crucial data decisions (such as those involving data sourcing and mastering, data distribution, business rules, etc.) need to be evaluated against defined criteria that are in line with CDO principles and business strategy.
• Provides instruction for less experienced professionals and supports employees in the fundamentals of data and data management.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 8+ years of total relevant work experience

Preferred:

• Expertise in asset management, sales enablement technology, management consulting, or a closely related profession, as well as extensive expertise establishing and implementing a data strategy.
• The proven ability of B2B sales data to generate meaningful business results
• A deep understanding of business concerns, needs, and strategies coupled with strong business acumen, drive, and organizational skills.
• Familiarity with important data management and analysis terms including "data lake" (mesh), "reference data," "market data," "business glossary," and "Master Data Management."
• Prior expertise with relevant sales and analytical systems is preferred, specifically with Salesforce, Snowflake, Analytics tools (Tableau & Alteryx), and Decision models.
• Proven ability to synthesize information and make recommendations that influence choices across business functions.
• Ability to deal with data and to infer, interpret, and gain insights from it.

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to two days per week from home.