Job Description
Please send current resumes directly to bhagyashree.yewle@yoh.com
Bhagyashree Yewle, Principal Lead Recruiter - YOH SPG
https://www.linkedin.com/in/bhagyashreeyewle/
Data Analyst – U.S. Wealth Sales Enablement (Boston or Chicago)// prior experience focused on enabling sales teams with data-driven insights that lead to action
• Location: Hybrid onsite 3-4 days per week in Boston, MA or Chicago, IL
• Team: Sales Enablement – U.S. Wealth Distribution
• Type: Full-Time (FTE) from Day 1 or Right-to-Hire (Hiring Manger is flexible)
Qualifications
• 4–6+ years of experience in sales analytics, business analytics, or financial services. Must have prior experience focused on enabling sales teams with data-driven insights that lead to action—helping wholesalers and relationship managers better target advisors, prioritize opportunities, and drive asset growth.
• Strong Excel skills (required); comfortable working with large, messy datasets
• Experience supporting sales, distribution, or revenue-generating teams
• Ability to turn data into clear, actionable recommendations for non-technical stakeholders
• Familiarity with wealth management or intermediary distribution (preferred)
• Experience with Salesforce, Tableau, or similar tools is a plus
• Python or SQL is a plus (not required)
• Strong communication skills and ability to influence sales stakeholders
Overview
Our client is expanding its U.S. Wealth business and is seeking Data Analysts to join the Sales Enablement team, supporting distribution across key intermediary channels. This is someone that comes from the business side as they will be supporting the wholesalers for Sales Enablement – U.S. Wealth Distribution team. This role is focused on enabling sales teams with data-driven insights that lead to action—helping wholesalers and relationship managers better target advisors, prioritize opportunities, and drive asset growth. This is a highly business-facing role, ideal for someone who enjoys working at the intersection of data, sales strategy, and distribution execution.
Key Responsibilities
• Partner directly with Sales Enablement, Sales, and Finance teams to deliver insights that drive commercial outcomes
• Analyze sales activity, asset flows, and advisor-level data to identify opportunities for growth and engagement
• Translate data into clear recommendations (e.g., next best actions, targeting strategies, campaign ideas)
• Support fund onboarding and distribution tracking across platforms such as LPL, Fidelity, Merrill, and Vanguard
• Leverage data from systems such as Salesforce, State Street, and transfer agents to build a complete view of distribution performance
• Help sales teams understand:
• Where business is coming from
• Which advisors to prioritize
• What opportunities may be missing
• Partner with Sales Enablement to design and evaluate targeted campaigns (e.g., email outreach, advisor segmentation)
• Build dashboards and reporting to improve data accessibility for a growing (~30–50 person) sales organization
• Develop into a subject matter expert (SME) on wealth distribution data, flows, and advisor behavior
What You’ll Be Working On
• Enabling wholesalers to get more meetings and deepen advisor relationships
• Identifying high-value advisors and untapped opportunities
• Analyzing product flows and platform performance
• Supporting sales strategy with data-backed insights
• Helping scale a data-driven sales enablement function from the ground up
Estimated Min Rate: $60.00
Estimated Max Rate: $70.00
What’s In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:
• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, ****** orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice
IND-SPGBOS
Bhagyashree Yewle, Principal Lead Recruiter - YOH SPG
https://www.linkedin.com/in/bhagyashreeyewle/
Data Analyst – U.S. Wealth Sales Enablement (Boston or Chicago)// prior experience focused on enabling sales teams with data-driven insights that lead to action
• Location: Hybrid onsite 3-4 days per week in Boston, MA or Chicago, IL
• Team: Sales Enablement – U.S. Wealth Distribution
• Type: Full-Time (FTE) from Day 1 or Right-to-Hire (Hiring Manger is flexible)
Qualifications
• 4–6+ years of experience in sales analytics, business analytics, or financial services. Must have prior experience focused on enabling sales teams with data-driven insights that lead to action—helping wholesalers and relationship managers better target advisors, prioritize opportunities, and drive asset growth.
• Strong Excel skills (required); comfortable working with large, messy datasets
• Experience supporting sales, distribution, or revenue-generating teams
• Ability to turn data into clear, actionable recommendations for non-technical stakeholders
• Familiarity with wealth management or intermediary distribution (preferred)
• Experience with Salesforce, Tableau, or similar tools is a plus
• Python or SQL is a plus (not required)
• Strong communication skills and ability to influence sales stakeholders
Overview
Our client is expanding its U.S. Wealth business and is seeking Data Analysts to join the Sales Enablement team, supporting distribution across key intermediary channels. This is someone that comes from the business side as they will be supporting the wholesalers for Sales Enablement – U.S. Wealth Distribution team. This role is focused on enabling sales teams with data-driven insights that lead to action—helping wholesalers and relationship managers better target advisors, prioritize opportunities, and drive asset growth. This is a highly business-facing role, ideal for someone who enjoys working at the intersection of data, sales strategy, and distribution execution.
Key Responsibilities
• Partner directly with Sales Enablement, Sales, and Finance teams to deliver insights that drive commercial outcomes
• Analyze sales activity, asset flows, and advisor-level data to identify opportunities for growth and engagement
• Translate data into clear recommendations (e.g., next best actions, targeting strategies, campaign ideas)
• Support fund onboarding and distribution tracking across platforms such as LPL, Fidelity, Merrill, and Vanguard
• Leverage data from systems such as Salesforce, State Street, and transfer agents to build a complete view of distribution performance
• Help sales teams understand:
• Where business is coming from
• Which advisors to prioritize
• What opportunities may be missing
• Partner with Sales Enablement to design and evaluate targeted campaigns (e.g., email outreach, advisor segmentation)
• Build dashboards and reporting to improve data accessibility for a growing (~30–50 person) sales organization
• Develop into a subject matter expert (SME) on wealth distribution data, flows, and advisor behavior
What You’ll Be Working On
• Enabling wholesalers to get more meetings and deepen advisor relationships
• Identifying high-value advisors and untapped opportunities
• Analyzing product flows and platform performance
• Supporting sales strategy with data-backed insights
• Helping scale a data-driven sales enablement function from the ground up
Estimated Min Rate: $60.00
Estimated Max Rate: $70.00
What’s In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:
• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, ****** orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice
IND-SPGBOS
💡 Quick Summary
Seeking a career-building opportunity? The Sales Enablement US Wealth Data Analyst - Hybrid Onsite in Boston, MA or Chicago, IL position is now open for candidates interested in the Operations Executive Jobs sector. This role in Chicago offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.