Senior Associate, Sales Enablement Analyst

Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Job Description

About Ares Wealth Management Solutions (AWMS)

Ares Wealth Management Solutions (AWMS) oversees the product development, distribution, marketing and client management activities of investment offerings for the global wealth management channel. With a team of more than 90 professionals and backed by the power and scale of the Ares platform, AWMS represents one of the most resourced wealth distribution and client service teams in the alternatives industry. AWMS’ mission is to provide advisors and their clients access to innovative, solutions-oriented investment opportunities, across the Ares platform of industry leading credit, private equity, real estate and secondaries strategies. Through our range of institutional and retail structures, coupled with excellent client service and educational resources, we help investors diversify their portfolios with private market solutions that can deliver consistent, long-term growth.

Position Summary

The AWMS Transformation, Innovation and Data Analytics Team is looking for a Business Analyst supporting Ares Wealth Management Solutions (AWMS).  In this role, your duties will include working directly with WMS team members within sales, marketing, and client services gathering detailed requirements, performing data analysis, documenting processes, performing acceptance testing, and coordinating with IT to deliver solutions. To succeed in this role you should excel at breaking down problems into actionable steps and be able to explain difficult concepts to technical or non-technical audiences.

A successful candidate for this role will possess a sound understanding of sales, marketing, and client services within asset management, strong communication skills, attention to detail and a self-starting attitude. 

Primary Functions and Essential Responsibilities

• Engage with AWMS stakeholders across business lines including Sales, Marketing, Client Services, AREX (Ares Real Estate Exchange) and Strategy Teams to evaluate their requirements and current challenges, clarify and document business requirements, and help design customized solutions
• Manage the quality of the sales accounts, contacts, and other data within the CRM
• Evaluate and coordinate the implementation of solutions and provide training and support
• Collaborate with the team members to provide support for new initiatives, including cross-team workstreams
• Provide best-practice guidance to the business stakeholders and internal team. Identify opportunities to improve business processes and achieve operational efficiencies
• Establish strong working relationships with the business and technology teams to facilitate adoption and support of technical solutions
• Engage and actively participate in the sprint and release planning discussions; Drive efforts to support QA/UAT, user training, and change management throughout all the planned iterations

Qualifications

Education

• Bachelor’s degree in Computer Science, Engineering, or Finance or equivalent experience in Asset Management industry
• Salesforce Administrator certification or experience a plus

Experience Required 

• A minimum of 2 years of relevant experience in Financial Services wealth or asset management
• Experience working in Salesforce and other sales enablement technologies (e.g. Allego, Seismic, Pardot/Account Engagement)
• Experience supporting stakeholders across seniority levels and able to effectively maintain communication across projects and support requests
• Working knowledge of asset management business domain including processes and data - firm/office/rep and transaction data
• Prior experience with alternative asset management is preferred, broader asset management experience is required
• Experience with Agile project management methodologies – Scrum, Kanban
• Experience with Alteryx is a plus

General Requirements

• Ability to manage challenging workflow in-fast paced, dynamic organization, managing multiple assignments in a deadline-driven environment
• Strong sense