Distribution Management Job Description
Distribution management
provides assistance and instruction in warehousing and distribution techniques to instructional personnel who utilize the Distribution Center.
Distribution Management Duties & Responsibilities
To write an effective distribution management job description, begin by listing detailed duties, responsibilities and expectations. We have included distribution management job description templates that you can modify and use.
Sample responsibilities for this position include:
Manage various areas within the enterprise wide SMMS platform training of JPMC brand marketers, agencies on the tool
Manage day to day operations of several properties including @chasesmallbiz and our Chase presence on LinkedIn
Work with Social media analysts to measure community management effectiveness
Work collaboratively and independently with external salespeople in building the Corporate Cash business in respective territories by delivering on the GSAM value proposition
Monitor Legal Agreements Database and escalate backlogs and aid with maintenance/system testing in partnership with technology support team
Help to provide effective Oversight of end-to-end Intermediary onboarding
Perform quality assurance checking of record administration within the Legal Agreement Database to ensure the correct process has been followed and generate meaningful control metrics for reporting to European Funds COO and Oversight Committee members
Assist in regular liaison with colleagues in Local offices – being a central point of contact and support for issues and communication around BAU and Remediation activity across the EMEA and LatAm regions
Help establish procedures - document, approve, implement and promote
Demonstrate and encourage a risk-based approach
Distribution Management Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Distribution Management
List any licenses or certifications required by the position: APICS, LEAN, PMP, GISP, MS, BS, CPSM, CPM, CFA, CIMA
Education for Distribution Management
Typically a job would require a certain level of education.
Employers hiring for the distribution management job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Business, Management, Engineering, Marketing, Education, Finance, Technical, Technology, MBA, General Education
Skills for Distribution Management
Desired skills for distribution management include:
Microsoft Excel and Power Point
Different operations performed in the distribution center
Methods
Training principles
Work measurement
Workflow within the distribution center
Ability to adhere to existing customer support service agreements and the associated support levels and activities
Ability to assess customer needs and provide solutions for them
Ability to develop product line processes and strategies
Ability to leverage that information in creating customized customer solutions
Desired experience for distribution management includes:
Demonstrate regulatory awareness and consider potential impact on our business – consider the need to amend our standard templates and help to roll out across regions
Aid in the production of necessary presentations, reporting and material to support departmental activities
Endeavour to partner with the wider Funds COO team and support areas to deliver a positive experience for our clients and internal stakeholders whilst also minimising potential risk to our business
Contribute to the delivery of wider, strategic team objectives relating to global standards and firm-wide regulatory requirements
On-board new hires, processes new employees, transfers, termination
Create reports and models for analyzing sales and production via multiple facets, including product, client type and salesperson
Distribution Management Examples
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Distribution Management Job Description
Job Description Example
Our company is looking for a distribution management. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for distribution management
- Work with Transitions/Transformation teams to complete solutioned deployment work as described by the statement of work
- Work both collaboratively and independently with sales managers and other GSAM groups to translate ASG strategic initiatives into well structured, implementable projects
- Collaborate with other GSAM teams, with a particular emphasis on TPD Strats and Distribution Technology, to coordinate efforts and execute on projects
- Engage with the broader salesforce to understand how tools and resources can be applied to enable execution
- Provide on-going support to sales managers, key account managers, and sales teams in managing relationships with key infrastructure areas, including Technology, Strats, TPD Global Sales Management, and IMD Comm/TPD Marketing
- Planning, organising and supervising aligned technical and constructional maintenance work renovation and remodelling work
- Submitting legally binding statements as part of projects, contract negotiations, decisions on the construction site, approval of construction work
- In partnership with colleagues in External Sales, the role is created to ensure Distribution clients
- Proven experience in Business Development with past success in bringing on new clients
- Ability to proactively pipeline new prospects and open doors to a broad range of potential clients
Qualifications for distribution management
- Proficiency in working with sales management in the development of channel strategies, communicating progress against goals, and in the unregistered product distribution management space
- At least 5 years work experience at an asset management firm or related organization (investment manager, consultant, or plan sponsor)
- Knowledge of investment products across all major asset classes (equities, fixed income, money markets and alternatives)
- Direct client relationship manager experience with institutional clients preferred
- Series 7 and 63 strongly preferred (must be licensed within 90 days of start date)
- Flexible approach possessing the ability to cope well under pressure, multi-task, prioritise effectively and efficiently to ensure work is carried out accurately, in a timely manner
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Distribution Management Job Description
Job Description Example
Our innovative and growing company is looking for a distribution 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 distribution management
- Prior success in a phone based sales role in the Financial Planning or Wealth Management industry
- Proven ability to build trusted and respectful relationships with clients
- A highly driven and motivated attitude
- Enjoy a dynamic, collaborative and vibrant team environment
- As the DWM Distribution Agreements Team Lead you will develop relationships with key stakeholders throughout the division, including Legal teams Asset Managers and providers of Distribution Agreement services
- Provide overall support to team of two client facing Portfolio Specialist which includes CRM management, travel coordination, sales material preparation, and handling of inbound request from BNYM sales force
- Act as a primary point of contact for the BNYM / Dreyfus Internal Sales desk
- Provide deliverables to our distribution partners and clients on a monthly, quarterly, and ad hoc basis including talking points, commentaries, and other material
- Participate in internal investment meetings and review meeting notes to help summarize key points for sales force
- Use systems such as eVestment, Factset, and S&P Money Market Directory to run market analyses, attribution, and competitor analysis to help the wider group and sales teams deepen their understanding of Newton strategies
Qualifications for distribution management
- 5-8 years of financial industry experience, preferably in a compliance or legal function with 3-5 years’ experience in asset management
- Specific knowledge of ERISA and the 40 Acts and other state requirements
- Ability to collaborate, communicate, and influence across different levels of an organization, build trust, and maintain productive working relationships with business colleagues and partners
- 5+ years of financial sales experience preferred
- Strong understanding of money market and fixed income markets
- Ability to maintain high level of activity within territory
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Distribution Management Job Description
Job Description Example
Our company is looking to fill the role of distribution 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 distribution management
- Responsible for driving sales, client servicing and asset retention of Asset Management products in collaboration with the global Distribution and Product Teams
- Work closely with global Portfolio Management regional Distribution Teams to ensure seamless client coverage, communication and delivery of relevant product information
- Cultivate relationships with gatekeepers at Third-Party Private Banks and other channel partners to promote CSAM offerings, obtain platform approvals and ensure product adoption
- Work closely with other members of the Product Team and the broader Distribution Team within CSAM
- Coordinate with Marketing to organize fund manager roadshows, client events, conferences, sales campaigns and PR/branding activities
- Collaborate with teams to enhance communication and efficiently manage pipeline opportunities across products and solutions
- Conduct themselves with integrity and prioritize sound legal and compliance practices
- Coordinate with regional and global Distribution Teams on sales strategy, client coverage and execution
- Monitors and orders inventory to maintain established PAR levels for customer
- Works with the automated supply inventory mechanisms
Qualifications for distribution management
- Strong ability to coordinate firmwide relationships
- Proficient in CRM applications
- Be familiar with fund tax reporting across EMEA region, double tax treaties and capital gain taxes
- Solid knowledge of the legal and regulatory environments under which funds and Management Company operate
- Analytical, inquisitive, interested in learning
- Show strong accuracy and attention to details
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Distribution Management Job Description
Job Description Example
Our company is hiring for a distribution management. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for distribution management
- Delivers procedure carts as requested
- Strong client facing skills and a demonstrated track record in asset raising
- Understanding of Asian markets and regulations
- Degree with a major in Finance, Economics or Business Administration and advance degree
- Fluency in written and verbal English and Mandarin
- Represents business unit data, operations, and customer requirements within the enterprise
- Provides project management and support of key strategic initiatives that will drive increased operational efficiency, functionality, and business unit profitability
- Understand broker needs, business model, value chain and business strategy
- Develop and monitor annual, broker specific and strategic business development plans with specific KPI’s to be agreed with broker
- Support, coach and train market facing colleagues who have been assigned to key customers and prospects
Qualifications for distribution management
- Exposure to the fund industry, ideally in a tax environment
- Proven track record in internal and external relationship management and communication
- Computer savvy – skilled in the use of software (Excel, PowerPoint and Business Objects)
- Great understanding of automotive business processes (corporate, field organization and retail)
- Understanding of vehicle supply chain
- Detailed product knowledge (Audi and competitive OEMs)
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Distribution Management Job Description
Job Description Example
Our innovative and growing company is hiring for a distribution management. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for distribution management
- Assist in further development/usage of pipeline for the Distribution Area
- Underwriting Desktop – dashboard, report creations to gather further insights on broker underwriting performance
- Develop consistent format and present to Houston office (or select few), 6 month results from a Select/BU/Developmental broker standpoint across the Business Units
- Assist in creating L&D index including topics, subject matter, to consistently offer to Houston team
- Network (interact) with office management within the territory/region
- Analyze broker data
- Develop and communicate robust broker agendas in tandem with Business Develop Leaders
- Salesforce functionality – usage, creating, presenting
- Attend broker meetings with BDLs – support in creation of agenda, performance review, pipeline discussions
- Digital & Social Metrics
Qualifications for distribution management
- Bachelors degree, minimum 1 year work experience with strong track-record
- Series 7 and 63 registration preferred or obtained within 3 months
- Previous experience with email marketing preferred
- Highly collaborative, team player with strong client service skills
- Organized multi-tasker, comfortable with working on and managing multiple requests and projects simultaneously
- Detail-oriented, possesses high degree of attention to detail