The Strategic Accounts Analyst is an integral partner in driving the sales results for growth of new and existing key distribution relationships for the Canadian Advisory & Intermediary Solutions business (Canada Wholesale/Distribution business). Working closely with the Director, Strategic Accounts, this person will act as the internal point of contact to drive and support specific business development plans and assist in the coordination & collaboration between new and existing client firms, Strategic Accounts and internal functional areas.
The responsibilities of the individual in this position include:
Conducting meaningful sales conversations with distribution relationships as part of the business development plan. To develop a thorough understanding of key distribution needs, the Strategic Accounts Analyst is expected to conduct clearly defined sales calls and virtual discussions as part of the strategy outlined with the Director, Strategic Accounts. Accurate record keeping of key data to move the relationship forward.
Primary contact for new and existing client firms seeking assistance on everyday questions regarding product, marketing, operations or sales support. Reviews and responds to sales team queries about specific fund related questions and provides analysis to support commentary.
Running and analyzing reports for the Strategic Accounts, Sales and practice management team, including but not limited to funds, sales/AUM trends, market share.
Interface with Internal Sales team as key contact regarding partner firms' initiatives, platforms. operational infrastructure.
Proactively generate and coordinate client and dealer specific competitive analysis, including key competitors, product availability/usage, performance/pricing sensitivity, investment themes, Russell Investments products, mutual fund and ETF product landscape.
Track key performance indicators and success metrics for the channel and specific client firms; frequent updates provided to internal senior management.
Responsible for scheduling and coordination of Russell Investments partner events (both internally and externally) from inception to completion using all available resources.
Manage the coordination of RFP’s, RFI’s & DDQ’s for channel and respective client firms.
Central point of contact for lead generation process within channel, working closely with Strategic Accounts associates and the Sales Enablement team.
Facilitate the creation of monthly status reports used by the business development team to inform internal stakeholders of the current state of both the channel and specific client firms. Supports in preparation of Quarterly Fund Reports
Work with all other departments within Russell Investments to ensure our messaging, tools and products are packaged to support client firm objectives and Russell AUM growth.
The successful candidate will have extensive demonstrable skills and experiences including the following:
B.A. degree in Finance, Accounting, Economics or related field and minimum 2 years of experience in the financial industry
Strong related sales experience is preferred
Knowledge of global financial markets
Credible and confident with the ability to communicate with stakeholders
Ability to execution on time, under pressure, and with quality and to work on different projects simultaneously
Explores all sources of information. Provides honest analysis for effective, timely, decisions
Proven analytical, technical, and systems skills
Proven ability to explain complex investment topics orally and in writing
Demonstrated ability to understand and use financial theory and tools