Distribution Analyst

Were looking for a Distribution Analyst to lead on CRM & insights to support the continued growth of our Private Markets business. This role combines Salesforce ownership sales pipeline management client intelligence and commercial insights to help our distribution teams build stronger client relationships and identify new opportunities.

Working closely with sales client relationship product and investment teams youll play a key role in turning CRM data into actionable client and market insights improving sales effectiveness and supporting strategic business growth

Youll play a key role in turning data into actionable insights managing sales pipelines and enhancing how we engage with clients and consultants. Alongside this youll help drive efficiencies through improved processes and the use of emerging technologies including AI.

What youll be doing:

• Acting as the subject matter expert for Salesforce within the Private Markets distribution team driving best practice data quality and user adoption
• Owning and managing the sales pipeline ensuring opportunities client activity and reporting remain accurate and meaningful
• Producing client consultant and market insights that help shape distribution strategy and identify growth opportunities
• Developing Salesforce dashboards and reporting that provide actionable intelligence to sales and relationship teams
• Supporting client targeting engagement planning and business development activity through CRM-driven insights
• Preparing briefing materials client profiles and meeting packs for senior stakeholders and client-facing teams
• Partnering with Product Investment and Distribution teams to improve how client and opportunity data is captured and utilised
• Identifying opportunities to automate reporting and enhance decision-making through digital tools and AI-enabled solutions

Who were looking for:

• Experience working with Salesforce CRM in a sales distribution client strategy or commercial insights environment
• Strong understanding of sales pipelines opportunity management and CRM reporting
• Experience generating client consultant or market insights that support business development activity
• Ability to translate data into practical recommendations for sales and relationship management teams
• Understanding of institutional investment management private markets or broader financial services
• Strong stakeholder management skills with experience supporting senior sales or client-facing professionals
• Highly organised with the ability to manage multiple workstreams and priorities simultaneously
• Interest in improving processes leveraging technology and adopting AI-enabled ways of working

Whatever your role we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• The opportunity to participate in our annual performance -related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday plus public holidays 26 days after 2 years service. Theres also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
• There are many discounts we offer both for our own products and at a range of high street stores and online
• Were creating netzero carbon workplaces by 2030 by investing in our sustainable modern offices across the UK all designed to bring people together and elevate the inperson experience

Additional Information :

At L&G we believe its possible to generate positive returns today while helping to build a better future for all. 

If you join us youll be part of a welcoming inclusive culture with opportunities to collaborate with people of diverse backgrounds views and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time term-time and job shares. Although some roles have limited flexibility due to customer demand we accommodate requests when we can. 

It doesnt matter if you dont meet every single criterion in this advert. Instead think about what you excel at and what else you can bring in terms of strengths potential and connection to our purpose. 

Remote Work :

No

Employment Type :

Full-time