Job Title: Director, Wealth Distribution Strategist
Department: Wealth Management
Reports To: Executive Vice President, Head of Wealth Management
FLSA Code: Exempt
Estimated Salary: $130,000 - $140,000
Job Summary:
The Director, Wealth Distribution Strategist is a critical role within US Wealth leadership to optimize sales and distribution and effectiveness and execution. The Director, Distribution Strategist will be responsible for helping scale Cohen & Steers business, drive operational efficiency and execute on strategic growth plans. They will partner with the leadership team to align daily operations with business goals and key growth initiatives.
Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.
Major Responsibilities/Activities:
- Develop and execute strategic plans to achieve sales and revenue goals at the overall business, channel and territory levels.
- Extend distribution reach and focus with client segmentation strategy.
- Create a distribution campaign and initiative framework to balance core sales efforts with strategic growth initiatives and tactical opportunities.
- Build the distribution infrastructure to support multiple growth initiatives: core business, RIAs, ETFs, SMAs, private real estate, etc.
- Manage sales reporting and KPIs with sales enablement to provide transparency and accountability.
- Manage performance metrics, monitoring, and improvement plans for sales teams.
- Identify and implement process efficiencies to maximize budget and partnerships.
- Balance strategic and tactical demands on distribution team to maintain focus and minimize inefficiencies.
- Lead internal and external presentations to drive business initiatives.
- Partner with finance on compensation, reporting, process and alignment with business objectives.
- Align training, regular sales team communications, and supporting materials to drive sales effectiveness.
- Provide sales management with the tools and reporting necessary to drive channel and territory performance.
- Design data-driven sales campaigns – both evergreen and episodic.
- Partner with sales leadership team on talent management: training, recruiting, communication, sales meetings, compensation, career development.
- Optimize sales leadership processes to allow for external client and sales team focus (vs internal).
Minimum Requirements:
- 8+ years in a sales organization in Asset or Wealth Management; must have familiarity with key distribution channels.
- Strategic operator that can design execution plans and work across the organization to achieve results.
- Analytical, technical, and data skills necessary to design plans in partnership with sales, finance, product, operations, etc.
- Highly motivated, positive thinker that can "get things done".
- Ability to "see the forest for the trees" and cut through noise to make a strategic impact.
- Earns respect and partnership of sales leadership team.
- Highly detail oriented.
- Expert in PowerPoint, Excel, PowerBI, etc. skills to build presentations and plans.
- Desire to "wear a lot of hats" and be highly involved in a fast-paced environment.
Note: This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. The job title or duties and responsibilities may be changed by the Company at any time.
