Channel Management Job Description
Channel management
provides technical support and hands-on training to IM team in use of EDMS components as well as SharePoint, DocuSign, Microsoft Office and related tools.
Channel Management Duties & Responsibilities
To write an effective channel management job description, begin by listing detailed duties, responsibilities and expectations. We have included channel management job description templates that you can modify and use.
Sample responsibilities for this position include:
Must have demonstrated level of intelligence-analytic, ability to grasp and articulate complex topics
Experience with wirehouse firms preferred
Have responsibility for the day to day running of the Cash Administration team ensuring that all transactions are fully executed and administered within stated deadlines
Execute and facilitate the bookkeeping and reconciliation of all cash transactions
Have responsibility for the day to day running of the Fee Payment Team ensuring that debt is managed and escalated within stated deadlines
Responsibility for timely settlement of mandatory annual regulatory fees, inclusive of but not limited too annual returns, annual registry fees etc to include liasing with Statutory department to facilitate filings
Improve the cost effectiveness of the team by reviewing the charging structure, the product offering and the departmental procedures on an ongoing basis
Ensure regulatory and audit compliance by delivering against core Key Performance Indicators (KPI’s) and provide regular reporting of progress against annual plans
To deputise for peers and Group Managers when required
Keep abreast of markets and macro economic events to proactively assess impact on portfolios and when required develop and communicate economic views and results of portfolio strategy
Channel Management Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Channel Management
List any licenses or certifications required by the position: PMP, ITIL, IFIC, CSC, CFA, CIMA
Education for Channel Management
Typically a job would require a certain level of education.
Employers hiring for the channel management job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Marketing, MBA, Business, Business/Administration, Finance, Education, Management, Math, Industrial Engineering, Engineering
Skills for Channel Management
Desired skills for channel management include:
Healthcare industry regulations related to Meaningful Use and its application with Elsevier products
CoA
Cofee Back Office
ETRAK
IGo
IVAPP
Loyalty databases
Microsoft Office
NRI
NSOP
Desired experience for channel management includes:
Monitor investment offering, facilitate change and influence improvement where necessary
Establish and maintain productive working relationships with functional support groups, Operations, Compliance, Operational Risk, HR, IT in pursuit of an efficient and compliant operation
Monitor and manage assigned client portfolios and take action as required while supervising the local portfolio management team performing the same
Drive new product sales by targeting financial intermediary platforms (B/D, Independents, RIA), record keepers, DCIO focused advisors, banks, trust companies, insurance companies and other potential investors
Possess and develop a strong network at the gate-keeper and analytical levels of client-firms
Develop and execute a successful strategy for effective distribution of our products and services in the Northeast region
Channel Management Examples
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Channel Management Job Description
Job Description Example
Our growing company is hiring for a channel management. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for channel management
- Conduct a needs analysis, provide potential solutions and right size opportunities
- Coordinate documentation and ensure strong client service levels
- Understand key competitors and position the firm’s products effectively relative to those competitors
- Proactively cross-sell the firm’s products to existing clients where appropriate
- Develop budget for specified area and be accountable for delivering against business goals/objectives
- Must have experience selling mutual funds and/or managed accounts
- Develops the vision for marketing automation across all direct marketing channels
- Recommend revisions and enhancements to digital services to meet objectives, including management of product lifecycles (introduction, enhancement/maintenance and discontinuation) across digital platforms, , online, tablet, smartphone, and identify and partner with vendors, when needed
- Drive new product sales by targeting financial intermediary platforms, retirement focused advisor consults/RIA, recordkeeping platform sales firms and mid-tier DCIO consulting firms
- Identifies and prioritizes areas of growth in the bills channel
Qualifications for channel management
- Motivated self-starter and creative team player who is confident, inquisitive and has initiative
- Brings adaptability and a positive approach to solving problems and overcoming challenges
- Works effectively in a pressurised and constantly changing environment
- Bachelor’s degree in qualitative field preferred
- Individual should have advanced knowledge of databases and direct marketing analytics and ability to develop, analyze and provide concise reports
- Individual should be familiar with sales and marketing concepts and data driven sales programs
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Channel Management Job Description
Job Description Example
Our company is growing rapidly and is looking for a channel management. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for channel management
- Fully documents strategic plans and translates into executable documents for execution teams
- Develops and executes a strategic plan for driving overall services programmatics through new and existing distribution, both direct and indirect
- Advises on all matters relating to the channel including managing and developing programs for our Partners Sales Teams
- Ensures that channel strategy is being executed by Partners consistently across all Theaters
- Leads Services Channel on the development of all programs to create a loyal community of partners across the global regions
- Builds and maintains strong relationships with the Services LOB, Sales and Marketing organization to drive effective channel marketing programs and ensure effective and regular communication to all stakeholders on major business decisions
- Provides continued thought leadership and guidance to Channels team on channel model, initiatives, programs and key growth objectives and on-boarding of new channel partners to support significant services growth
- Provides strong leadership by fostering solid relationships with both the direct and indirect sales teams
- Support offline/online channel coverage enabling the creation of leads, proper lead mix and optimizing reach and cost per acquisition
- Work with business partners to enable new channel capabilities for the execution of marketing leads optimization of the channel
Qualifications for channel management
- Strong analytical skills with advanced skills in reporting and marketing analysis
- Must be a logical thinker and detail oriented
- Ability to work with internal and external teams
- Must have experience managing change
- Ability to extract, analyze, and report data in a consistent and timely manner in support of all sales and marketing initiatives
- Must be self-motivated and able to work under pressure of deadlines without sacrificing accuracy
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Channel Management Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of channel management. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for channel management
- Execute proof of concepts within channels to enable an agile approach to test & learn for new concepts
- Collaborate with sales to identify opportunities for new tools, capabilities and infrastructure enhancements to better enable the sales force
- Coordinate with other Marketing and Line of business partners Marketing Centers of Excellence
- Efficiently and effectively manage relevant sales support programs (i.e., conferences, events)
- Preparation and review of daily monitoring reports – CLR250 Overdraft report
- Setting up and administration of all lending facilities in a prompt and accurate manner
- Updating collateral valuations of hedge fund facilities in accordance with sanctioned terms
- Margin stocks in accordance with WMCP1-3 and monitor the Lien list
- Inputting and maintenance of credit related databases (including CCMS) to ensure all amendments and additions are recorded
- Maintaining lien markers, accurately and in a timely manner
Qualifications for channel management
- Must be able to navigate complex cross functional organization
- Awareness of global economic issues and a genuine interest in the international financial markets and Wealth Management
- Bachelor’s degree in marketing or communications preferred or equivalent years of direct experience required
- 5 – 7 years directly related work experience in marketing, communications or sales within the Investment Management or Financial Services Industry
- Familiarity with Agile Product Development
- Ability to continue performing all the essential duties and responsibilities of a Sales Support Analyst
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Channel Management Job Description
Job Description Example
Our company is searching for experienced candidates for the position of channel management. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for channel management
- Monitoring/Control of documentation and DMS Maintenance
- Ability to Cover for Manager during absence including supervision of Credit Administrator
- Help with various projects specific to the current advertising campaign
- Work in partnership with the Fiduciary Services leadership team to ensure we have a clear focus and controlled operating model that delivers an unrivalled client experience and best in class delivery of Fiduciary solutions
- Shared responsibility through the PCFS Board (Fiduciary Services Management Committee) for the strategic development and direction of the business and for delivering increased stakeholder value
- Ensure that employees understand Fiduciary Services’ strategy and business plans and their contribution to delivering against agreed goals
- Establish and deliver annual business objectives, develop and execute on strategic initiatives and action plans, and effectively monitor to ensure goals and critical success factor activities are carried out and met
- Champion and execute change to deliver key strategies and an operating efficiency ratio of 70 - 75% or better
- Ensure appropriate staff resources to deliver plans in a cost effective way, and provide career development and succession plans for long term business health
- Minimise losses due to claims or errors
Qualifications for channel management
- Exceptional communication skills with a natural ability to influence and build strong professional relationships
- Should have a Bachelor’s Degree
- Flexible, solutions-based style
- Proven track record of success and experience managing channels and channel management at a senior level with a Global Services Revenue in excess of $400M
- A minimum of 10 years of experience in Services channel including at least five years in a senior leadership role
- High achiever with proven track record of executing change management and global services channel strategy
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Channel Management Job Description
Job Description Example
Our company is looking for a channel management. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for channel management
- Manages and operates an efficient control environment including regular audit checks and continuous improvement
- Adopt continuous improvement approach to process and procedures
- Facilitate the collation of MIS to report performance to Senior Manager and monitor and understand trends and productivity within the team
- Data Steward for Siebel, Triple A and Content Manager
- Department Business Lead for UAT and PIV Testing signoff and release
- Create, review and progress Change Requests to effect any Enhancements or Innovations required
- Member of the Siebel Working Group
- Develop and maintain strong strategic relationships with key decision makers for our internal AP Channel and our external targeted channels
- Increase revenue via AP Channel by guiding the delivery of market driven solutions with AP Channel and Risk & Compliance Product Line Managers
- Understand total market, addressable market and obtainable markets for R&C product lines
Qualifications for channel management
- Consistent track record of driving revenue volume through channels
- Bachelor degree, preferably in business, or MBA preferred
- Minimum 5 years of work experience in Human Resources.Experience in recruitment operations and/or within a Financial Services organization a plus
- Ability to impact and influence internal and external business partners with excellent interpersonal and communication skills
- High level of professional etiquette and demeanor
- High degree of prioritization,time management and multi-tasking skills