Sales Planning Manager

Role Overview

The Sales Planning Manager is a developing professional role within the Personal Financial Services segment – Alternative Sales & Distribution. This position leverages specialized knowledge to monitor, assess, analyze, and evaluate sales data across multiple aspects.

What You Will Do

Incentive design and implementation, data analysis & reporting, stakeholder collaboration, and risk management.

Why It Might Be a Fit

The role requires integrating established knowledge within the Analyst’s specialty area with a foundational understanding of related industry practices. The Analyst must comprehend team dynamics and understand how the team collaborates with others to achieve area objectives.

Requirements

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• 3-5 years of experience in financial analysis, business planning, or a related role within the banking or financial services industry.
• Strong analytical and problem-solving skills with proficiency in data analysis tools (e.g., Excel, VBA) and dashboard.
• Excellent communication and presentation skills with the ability to convey complex information in a clear and concise manner.
• Demonstrated ability to work collaboratively in a team-oriented environment and manage multiple priorities.
• Eagerness to learn and adapt in a dynamic and fast-paced environment.
• Attention to detail and accuracy in all work-related tasks.

Benefits

• Dental insurance
• Vision insurance
• Health insurance
• Life insurance
• Retirement plan
• Paid holidays
• Paid time off
• Flexible work arrangements