Director - Distribution Enablement

JOB DESCRIPTION

Director – Distribution Enablement

Columbus, OH

IN BRIEF

The Director -- Distribution Enablement will lead the development and implementation of strategies and technologies to optimize the effectiveness and efficiency of the firm's distribution efforts. This includes managing client data, developing and implementing a comprehensive Salesforce CRM strategy, collaborating with sales and marketing teams, and supporting efforts across the client journey. The Director will also play a key role in driving business insights through data analysis and reporting.

WHO YOU ARE

• A solutions-oriented problem solver who prioritizes the client experience.
• A curious and proactive self-starter who enjoys a high level of accountability
• A collaborative leader who seeks diverse perspectives and ideas.
• Someone who enjoys contributing both tactically and strategically and is adept at pivoting between these styles as needed.

WHAT YOU’LL DO

• Lead cross-functional distribution strategic initiatives regarding client focused technology, processes, and data.
• Partner with distribution leadership to develop and manage client data including sales objectives, goals, strategic plans, client segmentation, tiering, and prioritization used for business development and marketing.
• Develop and implement a comprehensive strategy for Salesforce CRM
• Develop Salesforce roadmap and implement strategic initiatives.
• Define and document business requirements, process, policies, and workflows.
• Oversee implementation and usage including user training and system testing.
• Responsible for all aspects of vendor management, third party integrated data and tools.
• Collaborate with sales teams to identify pain points and develop processes or technical solutions to better enable sales and client service efforts.
• Establish and monitor key performance indicators (KPIs) to measure the effectiveness of distribution efforts. Provide regular reporting, commentary, and actionable insights to senior leadership.
• Responsible for sales compensation reporting, tracking, and crediting and related processes.
• Act as subject matter expert between fund service providers, sales crediting vendors, and internal client data domain owners.
• Oversee the distribution data domain, responsible for client data governance, CRM, and client mastering technologies.
• Manage client data analyst to ensure the integrity and consistent management of all client-related data.
• Partner with the technology team to scope business and project requirements related to distribution initiatives.
• Ensure client data is maintained in accordance with the firm’s compliance requirements, privacy policies, procedures, and technology standards.
• Drive business insights through data analysis, reporting, and data visualizations.
• Communicate information effectively to key stakeholders, including senior leadership.
• Responsibilities for each role outlined above are subject to change, and the percentage of time allocated to each may vary as the position evolves.

WHAT YOU NEED

• Bachelor’s degree. Advanced degree or industry designations a plus.
• 10 years of experience, ideally in the asset management industry, with a focus on CRM, distribution operations or technology.
• Deep understanding of and interest in the asset management industry
• Strong leadership skills and the ability to manage and mentor a team.
• Proven experience in designing and implementing new processes.
• Excellent communication, interpersonal, and presentation skills.
• Detail-oriented, with excellent planning and organizational skills.
• Ability to facilitate collaborative discussions with peers and client team/firm leadership.
• Ability to effectively communicate business needs and technical concepts verbally and in writing.
• Ability to independently identify and troubleshoot problems.

Attracting and retaining colleagues who embody our core values – curiosity, ownership, trust, respect – enables us to foster an environment of excellence and a client-centric culture. We believe the differentiated perspectives of a diverse team operating in an environment of mutual respect greatly benefits our clients and our colleagues.

Diamond Hill is proud to be an equal opportunity workplace. All employment decisions including recruitment, hiring, compensation, promotion, and discipline are made without regarding to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by all applicable laws and regulations