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Distribution Analyst
Distribution Analyst (CRM & Insights) – Private Markets
About Legal & General (L&G)
Legal & General (L&G) is a leading UK financial services group and major global investor, safeguarding financial futures since 1836. We create value for shareholders, customers, and society by providing cutting-edge retirement and protection solutions, including pension risk transfer, life insurance (UK/US), workplace pensions, and retirement income. Our global asset management expertise delivers tailored investment solutions across public and private markets—all while integrating responsible investment into client value creation.
As an international player in these markets, our Asset Management division is critical to Group strategy, operating synergistically with Institutional Retirement and Retail divisions. We prioritise long-term, value-driven investments, believing financially material sustainability can drive meaningful impact.
About the Role
Job Title: Distribution Analyst (CRM & Insights) – Private Markets Business
Reporting to: Head of Distribution or Client Strategy team
You will be the go-to expert for Salesforce within our Private Markets distribution team, bridging data, insights, and commercial strategy to accelerate business growth. This role demands analytical rigor, stakeholder collaboration, and a passion for leveraging technology—particularly AI and automation—to enhance decision-making, optimise pipelines, and strengthen client relationships.
Your impact? Transformation. You’ll take raw CRM data, distil it into actionable intelligence, and help sales and client teams identify opportunities, engage more strategically, and drive revenue. This isn’t just Analyse and Report—it’s owning the pipeline, embedding process improvements, and future-proofing distribution through innovation.
Key Responsibilities
CRM & Pipeline Expertise
- Own and optimise Salesforce for the Private Markets distribution team, embedding best practice, governance, and user adoption.
- Drive data quality, ensuring accurate opportunity tracking, CRMs, and reporting.
- Lead a pipeline that’s not just tracked, but strategically managed—identifying breakthrough deals, reducing leakage, and aligning metrics to business objectives.
- Develop data-driven strategies to refine sales approaches, priorities, and risk assessment in institutional/private markets.
Insights & Strategy
- ** producción client/consultant/market insights** that direct new business opportunities and ally with distribution strategy.
- Use data to identify gap markets, emerging trends, and contract renewal risks.
- Partner with Product, Investment and Distribution teams to benchmark opportunities as generated, managed, and closed.
- Create interactive Salesforce dashboards to monitor key performance indicators (KPIs) and predictive analytics for forecasts.
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Business Development & Operational Excellence
- Enhance client targeting and engagement through personalised reporting, profiles, and briefing packs for senior stakeholders and client-facing teams.
- Lead process automation inputs:
- Automate repetitive reporting workflows where possible.
- Assess and introduce AI/ML-enabled tools to improve efficiency (e.g., pattern recognition, meeting notes transcription, follow-up recommendations).
- Champion cross-functional steering between Product, Investment, and Distribution teams on data usage and process improvements.
Operational Leadership
- Collaborate with commercial operations, legal and compliance, and sales teams to align CRM practices with global financial services regulations.
- Proactively monitor emerging trends in CRM technology (e.g., AI, customer engagement platforms) and suggest scalability improvements.
Essential Requirements
Technical Proficiency
- Tangible experience administrating and customising Salesforce in a sales, distribution, or portfolio intelligence context.
- Advanced understanding of opportunity management, pipeline analytics, and CRM reporting—ideally with customised objects, dashboards, and workflow automation.
- Proven track record of transforming data into actionable business decisions (e.g., consultation insights that impact client strategy).
Financial Industry Knowledge
- Familiarity with institutional investment management, private credit/debt, or real assets (infrastructure, private equity/sovereign wealth funds).
- Awareness of sectors served by asset managers: infrastructure, real estate, private credit, alternative investments.
Soft Skills & Behaviours
- Stakeholder-focused collaborative approach: Ability to:
- Tailor insights to senior executives, sales teams, and consulting clients.
- Build trust by ensuring credibility, transparency, and delivery-readiness of commercial intelligence.
- Agile prioritisation—balancing short-term pipeline health with long-term team/process investments.
- Curiosity & innovation: Solving for utilising artechnologies to reduce touchpoints e.g., transcending static CRM dashboards with predictive or 'multi-tactic' reviews.
Personal Attributes
- Analytical & process-driven: Keen eye for efficiencies and biases in data collection/reporting.
- Flexible mindset: Adaptable to evolving CRM tools and rapid digital transformation trends.
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Additional Notes
- It’s relevant but not mandatory to have worked within a (UK/EU/US) sales team. Transferable skills from consulting, trade, or financial ops will be considered.
- A certification in Salesforce administration (e.g., Accenture/CLA/CDP) is a credibility boost but not required. That said, willingness to pursue this outside of day-to-day obligations is valued.
Why Join L&G?
Purpose-Driven Impact
We don’t just track financial performance—we measure how well we enable a better future. Your work here feeds into a company that reinvents retirement and protection for millions while promoting sustainable growth.
Innovation Culture
We embrace trials and flexibility—from AI pilots to rethinking CRM adoption. Initiatives like streamlining report formats beyond spreadsheets thought process or de-lasting training program shift how teams operate.
Environment & Wellbeing
- Hybrid-first conditional—openness to flexible hours, part-time roles, term-time flexibility.
- Net-zero target by 2030—initiatives like species re-wilding working areas, energy-efficient office upgrades and employee facilitated shift. Your time away from the screen still matters: hybrid prioritisation blended with rewards culture.
- Protective and generous benefits including pension scheme (matching up to 10%), comprehensive health insurance plan, nutritious required lunch (if office location offers) and paddleboards on-site. Free, financial wellbeing courses / app.
Diversity & Phoenix for the Future
We are far from homogenous. Growth here is measured by collective achievements not single individual legacies:
- Affinity network for ethnic, disabled, and gender diversity.
- Mental health and physical wellness initiatives.
- L&G Loyal Scheme offering best-in-class products (e.g., legal criteria discounts, health plans).
Commitment to Development
- Business Graduate Apprenticeships and overlay training programs on sustainability finance, sales enablement, or AI applications. Tailored individual coaching via rising star leadership O-level precedents (LEO).
Next Steps
If this resonates, apply via our website: L&G Careers Portal. Bring your CV to show us your strengths—not just mastery of Salesforce.
Legal & General Group Ltd is an equal opportunities employer. We embrace diversity and are committed to building a future where everyone can thrive.
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