Victory Capital · 2 weeks ago
Sales Enablement Strategist
Boston, MA
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $130K/yr
5+ years expVictory Capital is a diversified global asset management firm that serves a variety of clients through specialized investment strategies. The Sales Enablement Strategist will support Intermediary Distribution with digital prospecting and sales support, source actionable leads, and collaborate with various departments to enhance sales strategies and efficiencies.
FinanceFinancial ServicesImpact InvestingVenture Capital
Responsibilities
Source and distribute actionable leads to wholesalers based on current takeaway opportunities. Leverage solutions that include Broker Dealer Data Packs, Walletshare, Fintrix, Discovery Database, Opportunity Hunter, Power BI, Broadridge etc
Provide notifications for sales teams that identify takeaway opportunities including info on 'what to talk about'
Help with business and pipeline development of all product lines including: Mutual Funds, ETFs, SMA, and CIT
Provide fund insight and ideas to the sales force on areas of competitive advantage (funds, firms, branches, platform and advisors)
Regularly scheduled meetings/calls with external and internal wholesalers
Ensure the tools we develop to increase efficiencies are used at the appropriate levels through training
Improve advisor targeting and segmentation
Analyze flow information and competitive analysis created by internal performance data team and combine with 3rd party data to enhance sales strategy
Analyze results of newly implemented strategies and monitor progress
Build out combined prospecting and intelligence capabilities for more autonomous insight
Attend appropriate industry events, trade conferences and client functions
Collaborate with marketing on marketing campaigns
Collaborate with all departments within Intermediary Sales including: Retail, RIA, DCIO, National Accounts and Offshore
Make recommendations on sales strategies: who to target, what fund to talk about and why across all geographic pockets of an RSDs territory
Travel will vary but will include industry events and wholesaler & firm events
Collaborate with key stakeholders and provide strategic insights and direction
Qualification
Required
Bachelor Degree in Business, Finance or related field
5+ years of Asset Management experience
Strong understanding of the marketplace, financial markets, investment products, attribution analysis and product positioning
Keen handle on competitive marketplace covering the range of products from fundamental asset classes to alternatives
Ability to work under pressure and to meet precise deadlines
Must maintain up to date knowledge of most recent industry developments
Ability to turn sales concepts into actionable leads
Strong analytical skills
Strong Excel skills needed
Effective communication skills and the ability to take complex financial information and convey it in a succinct and understandable way
Team player who is able to share ideas and add value to the group
Coachable – able to work closely in a 1:1 environment with an RSD and to take direction
Proficiency in project management
Preferred
Licenses preferred – series 7 and 63
Sales background preferred (Internal Wholesaler)
Power BI familiarity preferred
Benefits
Medical
Dental
Vision plans
Flexible PTO
Family Medical and Disability Leaves
Education Tuition Reimbursement
401k plan with a generous employer match
Company
Victory Capital
Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm.
Founded in 1985Birmingham, Michigan, USA
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Denise Taylor
Strategic Operations Partner to CEO
Michael Policarpo
CFO
Recent News
2025-12-11
2025-11-11
Morningstar.com
2025-11-07
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