Sales Enablement US Wealth Data Analyst-Boston/ Chicago- no corps USC and GC onl
Yoh, A Day & Zimmermann Company, Boston, MA, United States
Please contact
Renu Goel
857-207-2676
renu.goel@yoh.com
No corps
USC and GC only
Sales Enablement exp must
Data Analyst – U.S. Wealth Sales Enablement (Boston or Chicago)
Location:
Boston, MA or Chicago, IL
Team:
Sales Enablement – U.S. Wealth Distribution
Type:
Full-Time (FTE) or Right-to-Hire
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 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
Qualifications
2–6+ years of experience in
sales analytics, business analytics, or financial services
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
Estimated Min Rate : $46.97
Estimated Max Rate : $67.10
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, sexual 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
Renu Goel
857-207-2676
renu.goel@yoh.com
No corps
USC and GC only
Sales Enablement exp must
Data Analyst – U.S. Wealth Sales Enablement (Boston or Chicago)
Location:
Boston, MA or Chicago, IL
Team:
Sales Enablement – U.S. Wealth Distribution
Type:
Full-Time (FTE) or Right-to-Hire
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 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
Qualifications
2–6+ years of experience in
sales analytics, business analytics, or financial services
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
Estimated Min Rate : $46.97
Estimated Max Rate : $67.10
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, sexual 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