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About the Role
Seeking a senior, business-facing technology leader to shape and deliver capabilities for EMEA Distribution teams, focusing on CRM, sales workflows, analytics, and AI tools. The role reports to the Head of Distribution Capabilities and connects EMEA needs to a global approach while respecting local markets.
Responsibilities
- Build trusted relationships with EMEA Distribution leaders to identify technology improvements for client outcomes and colleague productivity.
- Partner with the business to define the EMEA business-facing capability roadmap, assessing opportunities, value, feasibility, and priorities.
- Translate business needs into clear outcomes, workflows, and requirements for delivery partners across CRM, data, digital, AI, and enterprise technology.
- Lead the technology aspect of initiatives to improve prospecting, relationship management, meeting preparation, client engagement, sales insights, and service workflows.
- Partner with product, engineering, architecture, data, risk, and compliance teams to implement solutions with appropriate controls for client information and AI use.
- Support adoption through process design, communication, training, and feedback, measuring usage and business results to refine capabilities.
- Identify opportunities to reuse global capabilities across EMEA markets and integrate regional requirements into global planning.
- Provide clear updates on priorities, dependencies, delivery progress, and realized benefits to senior Distribution and Technology stakeholders.
Requirements
- Substantial experience leading business-facing technology, product, or transformation work in asset management, wealth management, or a comparable regulated financial services business.
- Strong understanding of institutional or intermediary distribution, including CRM, sales processes, client engagement, and the needs of relationship teams.
- Experience shaping roadmaps, prioritizing competing demands, and managing cross-functional initiatives from discovery through adoption and measurable outcomes.
- Ability to work credibly with senior business leaders and technical teams, communicate complex choices clearly, and influence without direct authority.
- Sound judgment in handling client data, regulatory considerations, and operational risk.
Skills
- CRM
- Sales processes
- Client engagement
- Data analysis
- AI tools
- Salesforce
- Workflow automation
Location
- EMEA
Work Type
- In-Office Collaboration (at least 4 days per week)
- Hybrid (1 day work from home)
- Full-time
- Permanent
Experience Level
- Senior
Benefits
- Growth and career opportunities
- Flexible working requirements
About the Company
- Columbia Threadneedle Investments offers growth and career opportunities across all its businesses, with a global team of 2,300 people and over 550 investment professionals.
- The company provides a diverse range of investment strategies and bespoke solutions, connecting its enterprise businesses—Ameriprise Financial, Columbia Threadneedle Investments, and RiverSource Insurance and Annuities—through an unwavering client focus and strong financial foundation.
- Columbia Threadneedle is a people business committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute, and realize their potential.
Equal Opportunity
- Columbia Threadneedle Investments is an equal opportunity employer.
- We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity or any other basis prohibited by law.
- We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.
- If you require a reasonable accommodation to aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.