SALES ENABLEMENT US WEALTH DATA ANALYST @ YOH SPG
The Sales Enablement US Wealth Data Analyst is a key role within the U.S. Wealth Distribution team at Yoh. This position involves leveraging data-driven insights to enable sales teams to take effective action. The role is offered as a hybrid onsite opportunity, requiring presence in the office 3-4 days per week. Candidates have the flexibility to work from either the Boston, MA or Chicago, IL office locations. This position is available as a Full-Time (FTE) role from day one or as a Right-to-Hire arrangement based on manager flexibility.
Primary responsibilities include supporting wholesalers and relationship managers by helping them better target advisors and prioritize growth opportunities. The ideal candidate will have extensive experience in sales analytics or financial services, with a proven ability to handle large, complex datasets using advanced Excel techniques. You will be responsible for turning raw data into actionable insights that lead to asset growth. The sector for this role is Financial Services and the salary is described as competitive.
Primary responsibilities include supporting wholesalers and relationship managers by helping them better target advisors and prioritize growth opportunities. The ideal candidate will have extensive experience in sales analytics or financial services, with a proven ability to handle large, complex datasets using advanced Excel techniques. You will be responsible for turning raw data into actionable insights that lead to asset growth. The sector for this role is Financial Services and the salary is described as competitive.
Key Requirements
4–6+ years of experience in sales analytics, business analytics, or financial services.
Must have prior experience focused on enabling sales teams with data-driven insights.
Demonstrated ability helping wholesalers and relationship managers better target advisors.
Proven track record in prioritizing opportunities and driving asset growth.
Strong Excel skills are required, with comfort working with large, messy datasets.
Experience supporting sales, distribution, or revenue-generating teams.
Ability to turn raw data into actionable insights for business stakeholders.
Background in the financial services sector, specifically wealth management.
Capacity to work in a hybrid environment 3-4 days onsite in Boston or Chicago.
Excellent communication skills to interface with sales leadership and management.