Private Markets Distribution Intelligence & AI Lead

• Serve as a strategic analytics partner to Private Markets leadership
• Translate business priorities into measurable objectives, insights, and recommendations
• Identify market trends, growth opportunities, competitive dynamics, and distribution strategy implications
• Support business planning, resource allocation, performance reviews, and go-to-market strategy
• Develop views of firms, advisors, buying units, platforms, and distribution opportunities using internal and external data
• Build segmentation, opportunity-scoring, and prioritization frameworks
• Analyze sales, assets, flows, pipeline, retention, product adoption, and market share
• Apply generative AI, predictive analytics, automation, and advanced analytical techniques to sales execution
• Partner with Sales, Wealth Field Sales, National Accounts, Marketing, Product, and Sales Enablement teams
• Lead testing of analytical approaches, measure commercial impact, and scale successful use cases
• Communicate insights through executive and sales-oriented data storytelling
• Partner with Technology, Data Science, CRM, and Distribution Intelligence teams to develop scalable capabilities
• Connect CRM, sales, assets, flows, products, marketing engagement, market intelligence, and third-party data
• Identify data and analytics gaps and help establish standards and solutions
• Provide analytical thought leadership and shape scalable best practices, tools, and methodologies

• Bachelor’s degree or equivalent experience
• 8+ years of relevant experience in distribution intelligence, analytics, sales strategy, client analytics, data science, Private Markets, or financial services
• Strong knowledge of the Private Markets landscape, including key products, distribution models, client segments, platforms, and market dynamics
• Experience supporting Private Markets, Alternatives, asset management distribution, strategic sales organizations, or wealth management businesses
• Experience applying AI, automation, predictive analytics, segmentation, opportunity scoring, or similar analytical techniques to business challenges
• Strong command of sales, AUM, flows, pipeline, product adoption, client activity, market share, and wealth management data
• Proficiency with SQL, Python, Power BI, Tableau, Excel, generative AI tools, workflow automation, or similar technologies
• Ability to work directly with data and translate complex analysis into clear commercial recommendations
• Strong strategic thinking, business judgment, executive communication, data storytelling, and stakeholder influence skills
• Ability to lead complex cross-functional work and drive progress without direct authority
• Advanced degree in analytics, data science, business, finance, economics, or a related field preferred

Demonstrates expertise in Private Markets analytics, leveraging advanced analytical techniques, including AI and predictive analytics, to drive strategic insights and business recommendations. Proficient in translating complex data into actionable strategies while collaborating across functions to enhance distribution intelligence and sales execution.

• Private Markets Analytics
• Predictive Analytics
• SQL Proficiency
• Data Storytelling
• Cross-Functional Leadership

• Data Analysis
• Segmentation Frameworks
• Opportunity Scoring
• Sales Strategy
• Market Dynamics Analysis
• Client Analytics
• Wealth Management Data
• Automation Techniques
• Generative AI Application
• Performance Measurement

• Strategic Thinking
• Executive Communication
• Stakeholder Influence
• Business Judgment
• Collaboration

• Financial Services
• Distribution Intelligence
• Asset Management
• Wealth Management
• Alternatives

• Power BI
• Tableau
• Excel
• Python
• Workflow Automation Tools
• CRM Systems
• Data Science Tools
• Generative AI Tools