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Distribution Analyst
Distribution Analyst – CRM & Insights
About Legal & General
Legal & General (L&G) is a leading UK financial services group and major global investor, safeguarding people’s financial futures since 1836. We strive to build a better society through retirement and protection solutions, including:
- Pension risk transfer
- UK and US life insurance
- UK workplace pensions and retirement income
As Europe’s largest asset managers and a global investor across public and private markets, we focus on long-term value creation, financially material sustainability, and positive societal impact.
The Role: Distribution Analyst, CRM & Insights
We’re seeking a Distribution Analyst to lead CRM and client insights for our Private Markets business, improving client relationships, sales pipeline management, and commercial growth.
This critical role combines:
- Salesforce CRM ownership
- Sales pipeline management
- Client intelligence and commercial insights
- Data-driven distribution strategy
Working with sales, client relationship, product, and investment teams, you’ll translate CRM data into actionable strategies—boosting sales effectiveness, supporting growth, and leveraging AI and emerging technologies for efficiency.
Key Responsibilities
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Salesforce Expertise
- Become the subject matter expert for Salesforce within Private Markets, driving best practice, data quality, and user adoption.
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Pipeline Management
- Own and manage the sales pipeline, ensuring accuracy, clarity, and meaningful reporting of opportunities, client activity, and performance metrics.
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Client & Market Insights
- Generate data-driven insights for clients, consultants, and market trends to shape distribution strategy and identify growth opportunities.
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Advanced Reporting & Automation
- Develop Salesforce dashboards and reports critical to sales and client teams.
- Identify opportunities for automation, AI-enhanced decision-making, and technological process improvements.
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Support for Client Engagement
- Assist in client targeting, engagement planning, and business development using CRM-driven insights.
- Prepare briefing materials, client profiles, and meeting packs for senior stakeholders.
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Cross-Team Collaboration
- Partner with Product, Investment, and Distribution teams to enhance data capture, analysis, and utilisation.
What We’re Looking For
- Salesforce Proficiency: Experience in a sales, distribution, client strategy, or commercial insights setting.
- Sales Pipeline & CRM Knowledge: Strong understanding of opportunity management, CRM reporting, and data translation.
- Institutional & Client Insights: Proven ability to create actionable recommendations for sales teams.
- Financial/Educational Background: Exposure to institutional investment management, private markets, or financial services preferred.
- Stakeholder Management: Experience supporting senior sales or client-facing professionals.
- Technical Ambition: Interest in process optimisation, AI, emerging tech, and digital tools.
- Ability to juggle demands: Highly organised, with multitasking and scheduling skills.
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Benefits & Community
L&G is a modern employer that rewards performance, behaviour, and wellbeing. Key benefits include:
- Performance-related bonus & share schemes, plus a generous pension contribution.
- Life assurance and Healthcare Plan for permanent employees.
- Up to 25 days holiday (26 days with 2+ years’ service), plus flexibility to buy/sell holiday.
- Competitive family leave policies.
- Electric car lease scheme (tax-efficient salary sacrifice).
- Discounts on L&G products and premium retailers.
We also deliver on our net-zero carbon pledge by 2030, with sustainable offices across the UK designed to foster collaboration.
Our Commitment to You
L&G prioritises outcomes, not just attendance, offering flexible working options (part-time, term-time, job shares). Here’s why you’ll thrive:
- An inclusive, purpose-driven culture with opportunities for career growth.
- Diverse leadership invested in your future and development.
- Autonomy to adapt working arrangements where possible!
Think beyond the exact criteria. What’s your potential contribution to L&G? Apply if you align with our mission.
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Jessica, London
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