Sales Data Operations Specialist

Icbpjb; New York (NY); On-site; USD 135,000 - 155,000; Full time

Job summary

Lazard is seeking an experienced sales data professional to manage third‑party platforms, data feeds and reporting for asset management. You will work with Sales Enablement, Sales Management and Finance, ensuring data integrity across platforms and driving compensation analytics and automation.

The role requires deep ERP/CRM data competencies, strong Excel and analytic skills, and collaboration with external vendors to optimize data workflows.

Qualifications

• 5–10+ years of experience in asset management sales data or managing data from distribution partners such as broker‑dealers and wealth platforms, including owning a function or platform.
• Experience with Broadridge SalesVision or a comparable platform, and working knowledge of sales and AUM data for mutual funds, separately managed accounts, retirement plans, UCITS and ETFs.
• A record of running sales compensation data, or administering a compensation platform, accurately and on deadline with a Finance counterpart.
• Advanced Excel and strong analytical skills, with experience managing vendor relationships and working with senior sales, Finance and technology leaders.

Responsibilities

• Own daily, weekly and monthly data feeds into SalesVision, coordinating with data providers to ensure completeness and accuracy.
• Set and maintain data standards and rules for institutional and third-party teams, resolving discrepancies with source data.
• Maintain territory updates across SalesVision, Broadridge portal and Salesforce for consistency.
• Manage the data side of quarterly sales compensation cycles with Finance involvement and governance.
• Ensure Salesforce integration by validating data from Broadridge into internal systems and SalesVision alignment.
• Oversee ETF data in Broadridge Market Analytics and manage vendor relationship, including service standards and training.
• Deliver processes, procedures and automation improvements, including AI enhancements, to stakeholders and senior management.

Skills

Asset management

Sales data

Data management

Broadridge SalesVision

Salesforce

Excel

SQL

Python

Tools

Broadridge SalesVision

Salesforce

Excel

SQL

Python

Job description

Lazard is one of the world’s preeminent financial advisory and asset management firms.Our people and culture make the difference. While global in presence and reach, ours is a close, collaborativecommunity of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight.

Lazard Asset Management is seeking an experienced sales data professional to manage third-party platforms for data collection, verification and reporting in support of assets under management (AUM) and sales reporting, territory scoring and segmentation, field insight and sales compensation. The role oversees LAM's Broadridge SalesVision platform, which brings together sales and AUM data from distribution partners and covers most of LAM's third-party field sales across mutual funds, separately managed accounts, retirement plan accounts and UCITS (European-regulated funds).

This person will play a critical role within Sales Enablement and will work closely with sales management and external field sales. They will serve as a key interface with Broadridge, Lazard's external software vendor and sales data management system, and will be the point of escalation for data issues and the primary partner to Finance, Sales Technology and data providers.

We'll trust you to:

• Data feeds and quality.Own the daily, weekly and monthly data feeds into SalesVision, working with data providers, custodians and recordkeepers to keep the data complete and accurate and to add new sources as distribution relationships change.
• Data standards.Set and maintain data standards and rules for the institutional and third-party distribution teams, and check sales and AUM figures against source data, leading the resolution of any discrepancies.
• Territory management.Keep approved changes to territories, wholesalers and personnel consistent across SalesVision, the Broadridge Wholesaler Compensation portal and Salesforce.
• Sales compensation.Own the data side of the quarterly compensation cycle for the institutional and third-party distribution teams, working with Finance on calculations, reporting and review. Finance owns approval and payment.
• Salesforce connection.Own the connection that brings key sales data from Broadridge into internal systems such as Salesforce, and confirm that the data matches SalesVision.
• ETF data and vendor management.Own ETF sales and AUM data in Broadridge Market Analytics, and manage the Broadridge relationship, including service standards, training and contract discussions.
• Controls and improvement.Maintain written procedures and controlled access for recurring processes, deliver analysis and reporting to stakeholders including senior management, and lead automation and AI improvements.

You’ll need to have:

• 5–10+ years of experience in asset management sales data or managing data from distribution partners such as broker‑dealers and wealth platforms, including owning a function or platform.
• Experience with Broadridge SalesVision or a comparable platform, and working knowledge of sales and AUM data for mutual funds, separately managed accounts, retirement plans, UCITS and ETFs.
• A record of running sales compensation data, or administering a compensation platform, accurately and on deadline with a Finance counterpart.
• Advanced Excel and strong analytical skills, with experience managing vendor relationships and working with senior sales, Finance and technology leaders.

It’s a bonus to have:

• Experience connecting vendor data to Salesforce or a similar CRM system.
• SQL, Python or comparable tools for data checks and automation.
• Experience supervising analysts and putting automation or AI into operational processes.

What we offer:

We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.

We expect the base salary range for this role to be approximately $135,000 - $155,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, and relevant skills for the role. Base salary is one component of Lazard’s compensation package, which also includes comprehensive benefits and may include incentive compensation.

Does this sound like you?

Representation at Lazard

Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.

Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.