Assistant Manager/Manager, Distribution Strategy Financial Advisory

Role Summary

This is an opportunity to join the Distribution Strategy team and play a key role in shaping the performance and strategic direction of our financial advisory distribution business. You will turn business and performance insights into actionable recommendations, while driving strategic initiatives that support the growth and effectiveness of our distribution channels. The role offers broad exposure across the business, with opportunities to work closely with senior leadership and diverse internal and external stakeholders. You will gain hands-on experience across strategy, analytics and project execution, with the opportunity to make a visible impact on business outcomes.

Position Responsibilities

• Manage and analyze key distribution performance metrics, providing timely and actionable insights to support business decisions.
• Track and evaluate sales campaigns and initiatives, identifying opportunities to improve performance and effectiveness.
• Drive improvements in performance reporting through digital tools, automation and more effective use of data.
• Lead or support strategic projects aligned with the department’s and organization’s priorities.
• Partner with senior leadership, internal teams and external stakeholders to drive alignment and successful execution of key initiatives.

Required Qualifications

• Bachelor’s degree in Finance, Economics, Actuarial Science or another relevant quantitative discipline.
• 3–5 years of relevant work experience in insurance, financial services, management consulting or a related field.
• Strong analytical capabilities with experience handling and interpreting large datasets using Microsoft Excel.
• Good understanding of insurance and financial-services concepts, with the ability to translate data into meaningful business insights.

The level of appointment will be commensurate with the candidate’s experience, with suitable candidates considered at either the Assistant Manager or Manager level.

Preferred Qualifications

• Strong problem-solving skills with an intellectually curious and solution-oriented mindset.
• Ability to operate effectively in a fast-paced environment and make sound decisions when information is evolving or incomplete.
• Strong stakeholder management and communication skills, including confidence engaging senior stakeholders.
• Experience in strategy, business performance management, analytics or project management.
• Interest in using digital tools and automation to improve business processes and reporting effectiveness.

• Hands-on experience using Power BI or similar analytics tools to build dashboards and generate business insights is a plus.

When you join our team: