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About the Role

This role supports the COO of Global Distribution in developing the infrastructure for Cohen & Steers’ institutional distribution efforts. It focuses on establishing consistent processes, strengthening management systems, and improving data and analytical capabilities. The position serves as a direct partner to key leadership and is responsible for supporting the business intelligence and sales infrastructure for the continued growth of the Institutional business.

Responsibilities

Partner with Institutional Leadership to develop and execute strategic priorities across Institutional Sales, Consultant Relations, Sub-Advisory and Relationship Management.
Serve as a trusted strategic advisor to Institutional leadership and the COO of Global Distribution.
Support annual business planning, forecasting, and organizational effectiveness initiatives.
Develop frameworks to monitor key objectives, KPIs, and strategic growth initiatives.
Coordinate cross-functional projects that improve scalability, consistency, and effectiveness across institutional distribution teams.
Prepare business updates, executive presentations, and strategic recommendations for senior leadership.
Lead development of institutional sales reporting, consultant activity reporting, pipeline analytics, and client engagement dashboards.
Partner with Sales Enablement, CRM, Finance, and Technology teams to define reporting requirements and business metrics.
Develop self-service reporting tools that provide actionable insights.
Identify opportunities to improve data quality, reporting automation, and business intelligence capabilities and report best practices.
Analyze sales trends, consultant activity, client engagement, and market opportunity data to support decision-making.
Serve as a strategic partner for institutional CRM initiatives.
Support development of the Distribution Analytics Sales Hub which creates business intelligence combining internal data with improved external data to improve prospecting efforts.
Support leadership in their training and talent development strategy.
Partner with Marketing and Product Strategy teams to identify priority institutional audiences, market opportunities, and consultant-driven themes.
Leverage market intelligence and third-party datasets to identify growth opportunities and support campaign development.
Maintain competitive intelligence resources and industry opportunity tracking.
Promote consistent adoption of tools, processes, and reporting resources across Institutional Distribution.
Measure initiative outcomes and recommend enhancements based on business results.

Requirements

5-10 years of experience in asset management, institutional distribution, consultant relations, strategy, sales enablement, business intelligence, or related disciplines.
Bachelor’s degree.
Strong understanding of institutional distribution channels, including pensions, foundations, endowments, healthcare, OCIOs, insurance, consultants, and intermediary platforms.
Experience working with CRM systems, business intelligence platforms, and data-driven decision-making processes.
Exceptional analytical and problem-solving capabilities.
Strong communication, project management and organizational skills.
Ability to influence senior stakeholders across multiple business functions.
Demonstrates inclusive behaviors in support of a culture that values diverse perspectives.
Agrees to comply with the firm’s hybrid work policy requiring reporting to the New York City office four (4) days per week, with one (1) remote workday permitted.

Skills

Strategic planning
Analytics
Enablement
Sales management rigor
Forecasting
Pipeline discipline
Segmentation
Business intelligence
Reporting automation
Data quality improvement
CRM
Salesforce
Power BI
Broadridge
eVestment
Preqin
Institutional market intelligence platforms

Location

New York City

Work Type

Hybrid

Experience Level

Associate Director/Director
5-10 years

Education Level

Bachelor’s degree
Advanced degree (MBA, JD etc.)
CFA, CAIA, MBA, or equivalent industry credentials

Salary/Compensations

$130,000 - $160,000

About the Company

Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.