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- Tasks: Lead the Distribution Insight team to drive data-driven decision-making and enhance client experience.
- Company: Columbia Threadneedle Investments is a global asset management firm with diverse expertise and a commitment to inclusivity.
- Benefits: Enjoy flexible working options, career growth opportunities, and a collaborative environment.
- Why this job: Join a dynamic team focused on innovation, AI, and impactful client engagement in a fast-paced industry.
- Qualifications: Strong background in data analysis, stakeholder management, and experience in asset management or marketing.
- Other info: This is a senior role with potential for significant influence and leadership within the company.
The predicted salary is between 43200 - 72000 £ per year.
Join to apply for the Head of Distribution Insight role at Columbia Threadneedle Investments
Join to apply for the Head of Distribution Insight role at Columbia Threadneedle Investments
The Client Enablement team drive the modernisation of Distribution at Columbia Threadneedle Investments via ownership of the Commercial fintech strategy. Empowering delivery of the EMEA Distribution Strategy and creating an outstanding client experience through a more tech-enabled, insight-led approach to Distribution across Marketing, Sales and Client Management.
Sitting within the Distribution business management function (DSG), the Distribution Insight team are the powerhouse driving our approach to data-driven, insight led decision-making and commercial execution.
In this senior role you will lead our efforts in this space, partnering with distribution leadership, enterprise tech / data teams and leading industry players to bring the best to bear at Columbia Threadneedle.
You will take a leading role in establishing and driving the use of levers to achieve excellence in client experience and maximising commercial impact. For example, development campaign insight, sales funnel optimization & implementing AI capabilities across the spectrum of marketing, sales & client management functions.
You’re likely an evangelist for story telling through creative, compelling data visualization, able to see simple patterns and connections where others see complexity and relish in the ability to bring people on the journey.
You’ll have a keen interest, and preferably experience with Artificial Intelligence (AI) and its application within Distribution and Marketing and will be expected to drive discovery and delivery in this exciting field.
To be successful you’ll have strong stakeholder management and team leadership skills, be able to generate a following, and demonstrate high degrees of integrity and passion.
How You’ll Spend Your Time
Partnering with leaders from across Sales, Marketing and Client Management to understand business needs and opportunities, then developing ideas and solutions to solve for them.
Building / running the Distribution Insight team, comprising data scientists and insight product management across the UK and India.
Leading the ‘insight sales’ strategy and providing clear visibility to Distribution leadership, outlining the vision, the investment required to deliver against it and the ongoing progress against the roadmap
Oversee the business’ approach to AI, from use-case development, to product selection to deployment
Inputting into the technical product development of our data and insight offering and developing the data platform to utilise first/second/third party data to enable more effective Distribution and improve the client experience
Create engaging, intuitive, actionable management insight and dashboarding to support Sales and Client Service managers to drive effective commercial client engagement.
Interpreting data and insights and combining them with creative storytelling to support Marketing and Sales strategies and campaigns
Leveraging data and analytics to inform decisions on client acquisition, retention, operations and expansion
Using client segmentation insights to better understand client behavior, why and how they buy/sell and to support resourcing decisions
Working with Enterprise tech and data teams to design, implement, and iterate data and insight products
Promoting an agile, collaborative way of cross-functional working, in order to optimise performance
Essential
Key Capabilities:
Act as a trusted advisor and partner to the Distribution leaders, leveraging analysis and your Distribution / Marketing / Sales tech expertise to support continuous improvement
Excellent understanding of the asset management industry, in particular distribution across Marketing, Sales &/or Client Services
Experience working in fast-paced environments within data and/or insight
Experience with asset management insight and analytics platforms
Strong knowledge of relevant research tools, data management, insight creation, key 3rd party providers and industry trends
A self-starter who is resourceful, collaborative, and able to run with something given minimal direction
Exceptional communication skills to create compelling strategic narratives and engage user base
Experience with CRM and broader Sales and Martech stack products
Preferred
Experience building data and insight products, including those used to drive commercial benefit
Experience Implementing AI Tooling And Capabilities
Direct experience driving insight Sales programmes (e.g. lead generation / campaign management)
Direct experience in asset management Sales, Client Service or Marketing
Experience managing product teams
Experience diving user adoption / tech implementation programmes
Experience working in agile product development and associated tech platforms
About Columbia Threadneedle Investments
Working at Columbia Threadneedle Investments you\’ll find growth and career opportunities across all of our businesses.
We\’re intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients\’ specific requirements.
Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.
We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.
Full-Time/Part-Time
Full time
Worker Sub Type
Permanent
Job Family Group
Business Support & Operations
Seniority level
-
Seniority level
Director
Employment type
-
Employment type
Full-time
Job function
-
Job function
Management and Manufacturing
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Head of Distribution Insight employer: Columbia Threadneedle Investments
Contact Detail:
Columbia Threadneedle Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Distribution Insight
✨Tip Number 1
Network with professionals in the asset management and fintech sectors. Attend industry events, webinars, or local meetups to connect with potential colleagues and leaders at Columbia Threadneedle Investments. Building these relationships can give you insights into the company culture and the specific challenges they face.
✨Tip Number 2
Familiarise yourself with the latest trends in AI and data analytics as they relate to distribution and marketing. Consider taking online courses or certifications that focus on these areas to demonstrate your commitment and expertise during interviews.
✨Tip Number 3
Prepare to discuss your experience in leading teams and managing stakeholders effectively. Think of specific examples where you've successfully driven insight-led strategies or implemented tech solutions that improved client experiences, as this will resonate well with the role's requirements.
✨Tip Number 4
Showcase your storytelling skills through data visualisation. Create a portfolio of past projects where you've turned complex data into compelling narratives. This will not only highlight your analytical abilities but also your creativity, which is crucial for the Head of Distribution Insight role.
We think you need these skills to ace Head of Distribution Insight
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in data-driven decision-making, stakeholder management, and team leadership. Use specific examples that demonstrate your ability to lead insights and drive commercial impact.
Craft a Compelling Cover Letter: In your cover letter, express your passion for the role and the asset management industry. Discuss your experience with AI and data visualisation, and how these skills can contribute to Columbia Threadneedle's goals.
Showcase Your Storytelling Skills: Since the role emphasises storytelling through data, include examples of how you've used data visualisation to communicate insights effectively. This could be in previous roles or projects where you made complex data accessible and engaging.
Highlight Relevant Tools and Technologies: Mention any experience with CRM systems, data management tools, and analytics platforms. Be specific about the technologies you've used and how they relate to the responsibilities outlined in the job description.
How to prepare for a job interview at Columbia Threadneedle Investments
✨Understand the Role Deeply
Before your interview, make sure you thoroughly understand the responsibilities and expectations of the Head of Distribution Insight role. Familiarise yourself with Columbia Threadneedle's approach to data-driven decision-making and how it impacts client experience.
✨Showcase Your Data Storytelling Skills
Prepare examples that demonstrate your ability to interpret complex data and present it in a compelling way. Highlight any past experiences where your storytelling through data led to successful outcomes in marketing or sales strategies.
✨Discuss AI Applications Confidently
Given the emphasis on AI in this role, be ready to discuss your experience with AI tools and how they can enhance distribution and marketing efforts. Share specific use cases where you've implemented AI solutions to drive insights or improve client engagement.
✨Emphasise Stakeholder Management
This position requires strong stakeholder management skills. Prepare to discuss how you've successfully collaborated with various teams in the past, particularly in fast-paced environments, and how you can leverage those experiences to build relationships at Columbia Threadneedle.
