Senior Wealth Distribution Intelligence & AI Partner – RIA Field & Platforms

• Serve as a strategic analytics partner to RIA Field and Platform leadership
• Translate business priorities into measurable objectives, insights, and recommendations
• Identify RIA market trends, growth opportunities, competitive dynamics, and implications for coverage and sales strategy
• Support business planning, territory design, resource allocation, performance reviews, and strategic decisions
• Develop comprehensive intelligence on firms, advisors, buying units, platforms, and centers of influence
• Build segmentation, opportunity-scoring, and prioritization frameworks
• Analyze sales, assets, flows, pipeline, retention, market share, and other performance indicators
• Apply generative AI, predictive analytics, automation, and advanced analytical techniques to sales execution
• Partner with Field Sales, Platforms, National Accounts, Marketing, Product, and Sales Enablement
• Test analytical approaches, measure commercial impact, and scale successful use cases
• Communicate insights through concise data storytelling for executives, sales leaders, and field teams
• 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 quality, accessibility, reporting, and analytics gaps and help establish standards and solutions

• Bachelor’s degree or equivalent experience
• 5–8 years of relevant experience in distribution intelligence, analytics, sales strategy, client analytics, data science, or financial services
• Strong knowledge of the U.S. RIA market, including its major business models, platforms, participants, and distribution dynamics
• Experience supporting asset management distribution, RIA sales, platform relationships, or wealth management organizations
• Experience applying AI, automation, predictive analytics, segmentation, opportunity scoring, or similar analytical techniques
• 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, communication, data storytelling, and stakeholder influence skills
• Ability to move complex cross-functional work forward without direct authority

Demonstrates expertise in strategic analytics, translating business priorities into actionable insights and recommendations. Proficient in applying advanced analytical techniques, including AI and predictive analytics, to drive sales execution and support decision-making in the RIA market.

• Strategic Analytics
• Predictive Analytics
• Data Storytelling
• Sales Strategy
• RIA Market Knowledge

• SQL
• Python
• Power BI
• Tableau
• Generative AI Tools
• Workflow Automation
• Data Analysis
• Opportunity Scoring
• Segmentation
• Performance Indicators

• Strategic Thinking
• Business Judgment
• Communication
• Stakeholder Influence
• Cross-Functional Collaboration

• RIA Market
• Asset Management Distribution
• Wealth Management
• Sales Execution
• Market Share

• CRM
• Data Science
• Distribution Intelligence
• Market Intelligence
• Sales Enablement