Head of Distribution Insight

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.

Key Capabilities:

Essential:

• 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 driving 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.