Director of Sales Insights - Chicago

Our client is seeking a Director of Sales Insights in the Chicago area to join their growing team. In this role, you will partner across the organization to enhance our clients capabilities around the competitive landscape, client experience and internal processes.

The Insights & Strategy team seeks to uncover and communicate unexpected shifts in the way we understand the asset management industry, business, and clients. Our team is responsible for partnering with Distribution leaders to design, develop and communicate actionable insights aligned to the strategic and tactical objectives of the organization.

If you are an experienced insights Analyst who is a critical thinker and can break down complex problems and derive data-driven solutions across internal and external datasets then we want to hear from you!

Responsibilities

• Through use of various data sets, uncover tactical and strategic approaches to large opportunities based on product set, provide insight into activities that will deliver the most value to customers and potential customers over time
• Utilize SQL, Tableau, and other analytical tools to maintain reporting structure monthly, continuously improve the reporting infrastructure with deepened insights from analysis
• Own end-to-end project management of data and reporting requests
• Drive insights for business development be the domain expert into guiding the sales and marketing teams around the use of data insights, communicate interesting stories and provide value to strategic initiatives
• Effectively communicate findings and results to various stakeholders including senior leadership across marketing and sales by explaining the story behind the data and make recommendations to the business
• Design, develop, and implement intuitive dashboards designed for easy consumption by business stakeholders

Knowledge, Skills & Abilities

• Ability to quantify improvement in business areas resulting from optimization techniques through use of business analytics and/or statistical modeling
• Proven track record of collaborating to build consensus across multiple levels of the organization, and influencing and driving delivery of senior leaders
• Must have technical acumen to understand products, competitor products and strategies, customer requirements, objections, and articulate advantages.
• Ability to acquire, synthesize and interpret program and project data into executive themes and storylines for senior consumption

Requirements

• 7+ years prior work experience in data, analytics, business management
• Experience in the financial services industry preferred, banking, capital markets, insurance.
• Advanced knowledge of data visualization tools (Power BI, Tableau)
• Expert at SQL and Excel for querying and manipulating data for analysis and visualization
• Understanding of programming languages (R, Python)
• Proven track record of turning data into actionable insights to support executive decision-making

Benefits and Programs:

• A competitive compensation program that recognizes individual performance and contributions
• Bonus and Sales Incentive Plan Eligible
• Comprehensive medical (PPO and HMO), dental and vision options effective on date of hire
• Short-Term and Long-Term Disability insurance coverage
• Retirement contributions to your 401(k) account equal to 6% of your eligible pay each pay period. In addition to retirement contributions, matching contributions to your 401(k) account. The company will match dollar for dollar your contribution (whether pre-tax or Roth), up to 6% of your eligible pay
• Medical and Dependent Care Flexible Spending Accounts
• Group Life insurance in an amount equal to twice your annual base salary up to maximum of $500,000; In addition, Optional Life and AD&D insurance are available for purchase
• Paid vacation and personal days
• Nine paid holidays, annually
• Commuter Benefits Program for qualified transit and parking expenses
• Employee Assistance Program
• Educational Expense Reimbursement Program
• Student Loan Repayment Contributions
• Fitness Program Subsidy
• Easy access to public transportation
• Building amenities include parking garage with available car wash services, on-site restaurant, health club facilities and complimentary concierge and bike storage
• Work for a bank that offers the advantages and efficiencies of a smaller company while providing the resources of a larger one. When you identify ways to improve the business, you'll often be given the opportunity and resources to implement them.

Apply now or get in touch to be considered.

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