Wellington Management · 11 hours ago
Distribution Enablement: Commercial Analytics Lead
Wellington Management offers comprehensive investment management capabilities and is seeking a Commercial Analytics Lead to join their Global Distribution Enablement Team. This role will focus on developing data ecosystems and analytical solutions to enhance the sales team's effectiveness and drive business growth.
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Responsibilities
Serve as a key contributor and delivery engine for the Global Distribution Enablement Team
Help develop and grow a data ecosystem to advance the on-the-field execution of sales teams
Collaborate across the distribution business including sales, marketing, and product
Partner closely with IT/Engineering to develop and deliver a multi-year roadmap of solutions and tools
Focus on model prototyping, data analysis, and visualization to extract insights from combined data sets
Conduct customer segmentation & targeting modeling, territory analysis, and predictive KPI performance tracking
Implement 'next best action' strategies and prepare for AI readiness
Strengthen the distribution data foundation and build traditional BI & advanced analytical solutions
Produce insights that empower business decision-makers and sales personnel directly
Qualification
Required
BA/BS in a quantitative discipline
3-6 years of experience operating and driving Business Intelligence efforts, ideally in the Asset/Wealth Management space
Strong expertise in BI and Analytics applications (Alteryx, Tableau/Power BI/Qlik etc.), programming (Python/R, SQL etc.), and traditional & cloud databases (MS SQL Server, SingleStore, AWS etc.) is strongly preferred
Self-motivated team player, comfortable working within a dynamic business environment, juggling multiple responsibilities and pivoting to new challenges/priorities as they arise
Data-driven, user-centered design approach to analysis and data management, with demonstrated ability to deliver information that addresses and anticipates various business user needs
The ideal candidate has a strong willingness to learn, ability to leverage technical skills, and a solid understanding of business strategies, priorities, and initiatives
Enjoys problem solving and being 'the glue' between business challenges/opportunities and delivering results
Demonstrates an understanding of multiple databases, data flows, and relationships across various sources
Has a strong ability to build collaborative relationships and communicate effectively with business and IT leaders, project members, and vendors to assure success
Functional understanding of Salesforce/CRM platforms
Strong problem-solving skills and abilities, able to craft unique solutions with limited guidance; proactive in assessing dynamic situations
Preferred
Experience working with machine learning (ML) models and exposure to AI implementation is strongly preferred
Prior experience with BI methodology (e.g., descriptive, prescriptive, and predictive analytic techniques) is preferred
Experience working with key Investment Management Distribution data (e.g., CRM, Trade Positions/Assets and Flows, 3rd party opportunity data sets, Marketing Campaign data, Web analytics etc.) strongly preferred
Exposure to and experience with MDM techniques, data governance, and data management is preferred
Benefits
Discretionary Corporate Bonus and/ or Incentives
Retirement plan
Health and wellbeing
Dental
Vision
Pharmacy coverage
Health savings account
Flexible spending accounts
Commuter program
Employee assistance program
Life and disability insurance
Adoption assistance
Back-up childcare
Tuition/CFA reimbursement
Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
Company
Wellington Management
Wellington Management focuses on investment management by applying its resources to meet the needs of the institutional clients it serves.
H1B Sponsorship
Wellington Management has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (79)
2024 (52)
2023 (62)
2022 (91)
2021 (82)
2020 (62)
Funding
Current Stage
Late StageLeadership Team
Recent News
2026-01-21
2026-01-19
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2026-01-17
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