Distribution Systems Solution Analyst

Job Title: Distribution Systems Solution Analyst  

Reports to: SVP, Head of Marketing & Director of Alternatives BD 

Job Description: 

Alger seeks a highly motivated and organized individual to serve as a Distribution Systems Solution Analyst. The DSSA will assume ownership and drive the implementation of Alger Distribution business goals within Sales and Marketing systems (Salesforce and Eloqua), with the ultimate objective of enabling salespeople to focus their efforts on the highest impact interactions. The DSSA will support the Distribution goal of establishing Salesforce as a central repository for all client data and a critical Sales tool for client service and prospecting. In addition, the DSSA will optimize Eloqua's functionality to support Sales in client servicing and prospecting. The Distribution Systems Solution Analyst will reinforce the firm’s culture of impact by: developing a detailed implementation strategy and plan for two major Sales and Marketing systems that will incorporate key initiatives within Alger’s Distribution department, working closely with the Distribution Management team and other business partners.

Duties & Responsibilities: 

1. Create a detailed implementation strategy for Salesforce and Eloqua that incorporates the key initiatives within Alger Distribution from a channel and product perspective  
2. Translate implementation strategy into a detailed implementation plan for Salesforce and Eloqua  
3. Work closely with Sales team to: 
4. Define & implement “client journeys” throughout sales process 
5. Develop & drive electronic marketing campaigns through all channels (Retail, Institutional, Retirement, National Accounts, Offshore and RIAs, potentially even “direct to consumer”) 
6. Determine optimal contact segmentation based on sales workflow 
7. Define Client/Prospect reporting requirements 
8. Formulate a strategy and plan for successfully leveraging Salesforce for prospecting; defining the sources, data components, and creating protocols for data uploads 
9. Work closely with Marketing team to:
10. Create a digital marketing plan to support the defined client segments and allow for tailored interactions
11. Define campaigns that vary based on segmentation, journey and product priority and enhance preference center to allow for tailored content
12. Create a plan for ongoing data field identification (tagging) that serves both Sales and Marketing needs. Define required connectivity between Salesforce and Eloqua
13. Work with existing Salesforce team/consultant to implement Salesforce plan and with Marketing team/ consultant to implement Eloqua plan
14. Establish priorities and timeline, hold weekly meetings with stakeholders during initial implementation to provide updates and incorporate feedback
15. On an ongoing basis:
16. Incorporate evolving Distribution objectives into Salesforce and Eloqua project plans
17. Establish regular (weekly/monthly) dialog with Sales teams to incorporate ongoing feedback into Salesforce project plans.
18. Support the Sales and Marketing teams with a range of client service and prospecting matters
19. Prioritize and optimize sales requests to ensure adherence to broader plan
20. Monitor and evaluate success metrics for all implementations 
21. Develop and execute customized reporting for Distribution Management
22. Manage contact data
23. Coordinate lead generation efforts across distribution

Qualifications: 

1. Undergraduate degree required
2. Grade Point Average (GPA) of 3.0 or above in a 4.0 scale
3. Minimum 3 years of work experience with Salesforce and marketing email platform, preferably Eloqua
4. Minimum 5+ years of work experience, particularly in the financial services industry preferred

Skills: 

1. Proficiency in Salesforce, Salesforce Certified Administrator or Salesforce Certified Advanced training preferred
2. Proficiency in Eloqua
3. Knowledge operating SQL, dashboard building, Marketing Cloud
4. Working knowledge of the asset management industry
5. Fine attention to detail
6. Excellent communication skills, both written and oral
7. Ability to manage multiple tasks simultaneously
8. Ability to manage work within tight timeframes
9. Ability to work as a contributing member of a team
10. Proficiency in Microsoft Office products, in particular Excel

Salary Expectations: $100,000-$130,000 base salary plus discretionary bonus per performance

 Note: This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as may be required. The employer has the right to revise this job description at any time. This job description is not to be construed as a contract for employment.

Working at Alger 

Alger is an entrepreneurial, privately owned firm which encourages and empowers its employees to be intellectually curious and continually improve. We seek individuals who can think independently yet work collaboratively, are motivated to be best in class, challenge the norm and have fun while doing it. Alger values its employees and rewards them accordingly.

Alger provides ample training (see below) to employees and encourages employees to grow in their roles. This culture of continuous improvement is reflected by the fact that many Alger employees have worked at the firm for more than 10 years.

We offer a comprehensive personal wellness program that provides resources to help you take charge of your physical well-being, encourage a healthy lifestyle and better manage health care costs. Alger also provides its employees with numerous ways to save and invest, including a comprehensive 401(k) with a generous employer match, financial planning tools, automatic investing plans and more. Underlying our financial wellness program is a strong educational platform.

We’re focused on helping employees more easily manage their work and personal lives. Our life management programs include paid time off, sick leave, paid medical leave, paid parental leave, health club membership reimbursement program and helpful employee assistance programs.

To learn more about Alger, our philosophy and some of the people that drive our investment success please visit our Profiles in Success page HERE.

Alger is proud to be an E-Verify & Equal Opportunity Employer. It is Alger’s policy to provide equal employment opportunity to all employees and applicants for employment. No qualified applicant or employee of Alger shall be discriminated against in employment on the basis of race, national origin, ancestry, religion, gender (including gender identity and gender expression), mental or physical disability, age, sex, sexual orientation, genetic information, military or veteran status, or any other status protected by law (“Protected Characteristic”). This Policy applies to all terms, conditions, and privileges of employment, including but not limited to, hiring, compensation, benefits, promotion, and termination.

Note: This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as may be required. The employer has the right to revise this job description at any time. This job description is not to be construed as a contract for employment.

Fred Alger & Company, LLC is an Equal Opportunity Employer