LegalAndGeneral
Distribution Analyst
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Distribution Analyst
Distribution Analyst – CRM & Insights
Legal & General (L&G)
About the Company
Legal & General (L&G) is a leading UK financial services group and major global investor. We’ve been safeguarding people’s financial futures since 1836, with a mission to build a better society and improve the lives of our customers while generating value for shareholders.
Our global scale encompasses:
- One of the world’s largest asset managers
- Expertise in pension risk transfer, UK/US life insurance, and UK workplace pensions
- Responsible investment solutions across public and private markets
- Synergistic work between our Institutional Retirement and Retail divisions
We believe in aligning finance with positive long-term impact—integrating sustainability into our investments where material to our clients.
The Role
Title: Distribution Analyst – CRM & Insights Division: LGIM Distribution (Private Markets)
We seek a Distribution Analyst to own CRM strategy, sales pipelines, and client insights, helping our Private Markets business scale through data-driven decision-making and emerging technologies (e.g., AI).
Key Responsibilities
Salesforce & CRM Ownership
- Act as the internal advisor on Salesforce, driving best practices for the distribution team:
- Optimising data quality and user adoption across CRM tools
- Enhancing analytics capabilities
Pipeline & Opportunity Management
- Act as an accountable owner of sales pipelines, ensuring:
- Opportunities, client activities, and reporting accuracy
- Aligned KPIs supporting business development goals
- Partner with sales teams to improve opportunity tracking
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Data-Driven Growth
- Translate CRM data into actionable insights for use by:
- Senior stakeholders
- Client-facing relationship teams
- Develop sales and situational dashboards to support commercial decision-making
- Collaborate with Product, Investment, and Client Strategy teams to refine data usage and processes
Enhancing Client Engagement
- Support targeted client-engagement strategies using CRM-driven intelligence
- Produce client briefing materials, profiles, and meeting packs for internal teams
Technology & Process Improvement
- Identify automation opportunities to reduce manual reporting
- Explore AI and digital tools to enhance scalability in client relations
Requirements
Skills & Experience
- Salesforce Administror/CRM Expert: Familiarity with sales pipelines and reporting in high-transaction environments
- Financial Services Insights: Experience drawing useful conclusions from client and market data in contexts such as:
- Institutional investment
- Private markets
- Client strategy
- Analytical Proficiency:
- Team working (sales, CRM, investment)
- Stakeholder engagement at senior client-facing levels
- Process-Oriented: Ability to optimise workflows through emerging tech (e.g., AI)
Personal Attributes
- Tenacious but flexible: Balances data demands with multiple workstreams
- Tech-enthusiast: Eager to adapt new tools for efficiency gains
- Inclusive approach: Thrive in a diverse and engaging workplace
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Competitive Benefits
At L&G, colleagues receive incentives and long-term support:
- Discounts across brands, stores, and services (including high-street retailers)
- Employee perks:
- Pension contribution (generous annual match)
- Life assurance
- Healthcare plan (permanent employees)
- Flexibility: Design flexible working options to balance professional and personal commitments
- Daily opportunities:
- 25+ paid days leave (including public holidays) with progressive buy/sell options
- Competitive family-leave policy
- Last-mile electric car scheme plus company-free mobile devices
- Carbon-neutral offices by 2030, designed for collaboration
- Rewards beyond salary: Participation in performance-bonus plans and share incentives
About Joining Us
We invite individuals who value outcomes, teamwork, and impact. Our collaborative culture is built on:
- Inclusivity & diversity
- Integrity-based leadership
- Career development
At L&G, there’s no single role requirement: we prioritise skills, perspective, and enthusiasm.
Location & Employment Details
- Permanent (UK)/Regular (US)
- Location: London office, 1 Coleman Street
- Reporting: Client Relationship Management (CRM) team, LGIM
Ready to contribute to private markets’ expansion? Apply with a demonstrates your vision and how you align with our purpose.
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