Sales Enablement US Wealth Data Analyst - Hybrid Onsite in Boston, MA or Chicago, IL

• Location: Hybrid onsite 3-4 days per week in Boston, MA or Chicago, IL

• Team: Sales Enablement – U.S. Wealth Distribution

• Type: Full-Time (FTE) from Day 1 or Right-to-Hire (Hiring Manger is flexible)

Qualifications

• 4–6+ years of experience in sales analytics, business analytics, or financial services. Must have prior experience focused on enabling sales teams with data-driven insights that lead to action—helping wholesalers and relationship managers better target advisors, prioritize opportunities, and drive asset growth.
• Strong Excel skills (required); comfortable working with large, messy datasets
• Experience supporting sales, distribution, or revenue-generating teams
• Ability to turn data into clear, actionable recommendations for non-technical stakeholders
• Familiarity with wealth management or intermediary distribution (preferred)
• Experience with Salesforce, Tableau, or similar tools is a plus
• Python or SQL is a plus (not required)
• Strong communication skills and ability to influence sales stakeholders

Overview
Our client is expanding its U.S. Wealth business and is seeking Data Analysts to join the Sales Enablement team , supporting distribution across key intermediary channels. This is someone that comes from the business side as they will be supporting the wholesalers for Sales Enablement – U.S. Wealth Distribution team. This role is focused on enabling sales teams with data-driven insights that lead to action —helping wholesalers and relationship managers better target advisors, prioritize opportunities, and drive asset growth. This is a highly business-facing role , ideal for someone who enjoys working at the intersection of data, sales strategy, and distribution execution .

• Partner directly with Sales Enablement, Sales, and Finance teams to deliver insights that drive commercial outcomes
• Analyze sales activity, asset flows, and advisor-level data to identify opportunities for growth and engagement
• Translate data into clear recommendations (e.g., next best actions, targeting strategies, campaign ideas)
• Support fund onboarding and distribution tracking across platforms such as LPL, Fidelity, Merrill, and Vanguard
• Leverage data from systems such as Salesforce, State Street, and transfer agents to build a complete view of distribution performance
• Help sales teams understand:
  • Where business is coming from
  • Which advisors to prioritize
  • What opportunities may be missing
• Partner with Sales Enablement to design and evaluate targeted campaigns (e.g., email outreach, advisor segmentation)
• Build dashboards and reporting to improve data accessibility for a growing (~30–50 person) sales organization
• Develop into a subject matter expert (SME) on wealth distribution data, flows, and advisor behavior

• Enabling wholesalers to get more meetings and deepen advisor relationships
• Identifying high-value advisors and untapped opportunities
• Analyzing product flows and platform performance
• Supporting sales strategy with data-backed insights
• Helping scale a data-driven sales enablement function from the ground up

Estimated Min Rate : $60.00

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities

Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.