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Distribution Analyst
Distribution Analyst – CRM & Insights (Private Markets)
Legal & General (L&G) is a leading UK financial services group and major global investor. Since 1836, we’ve safeguarded people’s financial futures, striving to build a better society while improving lives for our customers and creating shareholder value. We’re one of the world’s largest asset managers, providing powerful asset origination capabilities and delivering retirement and protection solutions globally—including pension risk transfer, UK and US life insurance, and workplace pensions.
About the Business
At the core of our Global Asset Management business, we offer responsible investment solutions across public and private markets. We collaborate with our Institutional Retirement and Retail divisions to enhance client outcomes and deliver strong shareholder returns.
Our investment approach is rooted in long-term value creation, with a focus on integrating financially material sustainability criteria when relevant to clients to drive both value and positive change.
The Role
We’re seeking a Distribution Analyst to lead on CRM and insights, critical to growing our Private Markets business. Combining Salesforce expertise, sales pipeline management, client intelligence, and commercial insights, this role enables our distribution teams to strengthen client relationships and uncover new opportunities.
Working closely with sales, client relationship, product, and investment teams, you’ll transform CRM data into actionable insights to improve sales effectiveness and support strategic business growth.
Alongside this, you’ll contribute to process improvements and leverage emerging technologies—including AI—to drive efficiencies.
Key Responsibilities
- Serve as the Salesforce subject matter expert for our Private Markets distribution team, driving best practice, data quality, and user adoption
- Own and manage the sales pipeline, ensuring accurate, meaningful tracking of opportunities, client activity, and reporting
- Deliver client, consultant, and market insights to shape distribution strategy and identify growth opportunities
- Develop Salesforce dashboards and reporting tools that provide actionable intelligence to sales and relationship teams
- Support client targeting, engagement planning, and business development activities using CRM-driven insights
- Prepare briefing materials, client profiles, and meeting packs for senior stakeholders and client-facing teams
- Collaborate with Product, Investment, and Distribution teams to optimise how client and opportunity data is captured and utilised
- Identify opportunities for automation and leverage digital tools and AI-enabled solutions to streamline decision-making
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Who We’re Looking For
Key Qualifications
- Experience with Salesforce CRM in sales, distribution, client strategy, or commercial insights environments
- Strong knowledge of sales pipelines, opportunity management, and CRM reporting
- Proven track record of generating client, consultant, or market insights to drive sales and business development
- Ability to translate data into practical recommendations for ** sales and relationship management**
- Familiarity with institutional investment management, private markets, or broader financial services
- Excellent stakeholder management skills, including experience supporting senior sales or client-facing professionals
- Highly organised with a proven ability to manage multiple workstreams and priorities simultaneously
Desirable Traits
- An interest in advancing process efficiency and embracing AI and digital transformation in workflows
- Familiarity with private markets, assets under management (AUM), or investment insight tools
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Benefits & Wellbeing
We believe in rewarding performance, behaviour, and contribution—aligning our benefits with what truly matters to employees:
- Performance-related bonus, share schemes, and competitive pensions (with generous employer contributions)
- Life assurance coverage
- Comprehensive healthcare plan (for permanent employees)
- Holidays: a minimum of 25 days (incremental to 26 after 2 years), plus public holidays, with options to buy/sell holiday
- Generous family policies including sick child and compassionate leave
- Electric car scheme: tax-efficient salary sacrifice options for permanent employees (uk-based)
- Discounts on L&G and third-party services, shops, and online platforms
Additionally, we’re committed to creating net-zero carbon workplaces by 2030, investing in sustainable offices across the UK—designed to foster collaboration for impactful in-person experiences.
Our Culture
At L&G, we strive to generate positive returns while becoming a catalyst for a just, inclusive society.
Diversity, inclusion, and career growth are core to our purpose. Guided by leaders who prioritise wellbeing, we foster environments where collaboration and innovation thrive.
We outcome-intent rather than simply tracking attendance, offering flexible work solutions including part-time, term-time, and job shares. While some roles require availability due to client demands, we embrace flexibility where possible.
Connection and potential matter to us. If not every criterion is met, we want to hear about what drives you and how your strengths contribute to our purpose.
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