Russell Investments · 3 months ago
Sales Data Operations Manager
Milwaukee
Full-time
Onsite
Mid, Senior Level
$100K/yr - $125K/yr
5+ years expRussell Investments is a company focused on strengthening the financial security of clients and investors. The Sales Data Operations Manager will be responsible for sourcing, validating, and enriching data to support U.S. and Canadian retail businesses, ensuring reliable insights into client transactions and holdings.
Financial Services
No H1B
U.S. Citizen Only
Responsibilities
Direct the relationship with external service providers (e.g. SS&C SalesConnect, Broadridge, …), ensuring service-level agreements and contractual obligations are consistently met. Review and approve configuration settings, business rules, and territory updates
Establish and maintain reconciliation processes that validate data accuracy against books of record, ensuring integrity through each stage of the acquisition and aggregation process. Provide reliability metrics to stakeholders, including sales management, finance, and senior leadership
Oversee the documentation of team processes and procedures, approving exceptions such as overrides and territory changes
Partner with distribution partners and product teams to identify and integrate new data sources into existing reporting structures
Collaborate with U.S. sales management to define data requirements and deliver solutions that support proactive sales engagement and responsive business decision-making
Provide guidance to internal associates, particularly in the interpretation and use of sales data
Identify and implement process improvements to enhance efficiency in data acquisition, vendor engagement, and downstream reporting
Prepare and deliver concise presentations to senior management, summarizing key findings, issues, and recommendations
Demonstrate proactive communication and problem-solving to quickly identify, escalate, and resolve issues impacting service or data quality
Qualification
Required
Minimum of 5 years of experience in asset management data operations or related fields, including at least 3 years in a leadership or supervisory role
Demonstrated success in managing external service providers, including escalation to senior leadership when necessary
Strong understanding of trading systems, intermediary distribution and managed account platforms, shareholder accounting, and operational transaction systems
Demonstrated knowledge of data management practices, stewardship, and relational database principles
Proven ability to analyze large data sets, perform reallocations, and deliver actionable business insights
Strong business acumen with direct experience in mutual fund operations
Excellent organizational, written, and oral communication skills, with the ability to present findings clearly to senior leadership
Skilled in setting goals, coaching teams, and aligning work with organizational objectives
Ability to manage multiple projects concurrently while maintaining a high level of attention to detail
Commitment to discretion and confidentiality in all client and business interactions
Benefits
Annual performance bonus (subject to eligibility criteria)
Participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs
Company
Russell Investments
Russell Investment Group a global leader in multi-manager investment services, provides investment products
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.23BKey Investors
Apollo
2026-01-06Debt Financing· $1.23B
2015-10-08Acquired
Leadership Team
Zach Buchwald
Chairman and Chief Executive Officer
Recent News
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