Talent.com
Sales Data Operations Manager
Sales Data Operations ManagerRussell Investments • Milwaukee, WI, US
Sales Data Operations Manager

Sales Data Operations Manager

Russell Investments • Milwaukee, WI, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Sales Data Operations Manager

Every day, we work to strengthen the financial security of our clients and investors. Joining our organization means becoming part of a dedicated team that values discipline, accountability, and the meaningful impact of our work.

As a Sales Data Operations Manager, you will be responsible for sourcing, validating, and enriching data across multiple providers to support our U.S. and Canadian retail businesses. Your oversight ensures that our sales organization has reliable and comprehensive insight into client transactions and holdings across mutual funds, separate accounts, and ETFs. This role requires a high degree of rigor in managing external service providers, maintaining process integrity, and supporting informed decision-making at all levels of the business.

This is a player / coach position : you will set direction while also managing critical processes, vendor relationships, and advanced data analysis to ensure service delivery standards are met.

Core Responsibilities

  • Direct the relationship with external service providers (e.g., SS&C SalesConnect, Broadridge, ), ensuring service-level agreements and contractual obligations are consistently met. Review and approve configuration settings, business rules, and territory updates.
  • Establish and maintain reconciliation processes that validate data accuracy against books of record, ensuring integrity through each stage of the acquisition and aggregation process. Provide reliability metrics to stakeholders, including sales management, finance, and senior leadership.
  • Oversee the documentation of team processes and procedures, approving exceptions such as overrides and territory changes.
  • Partner with distribution partners and product teams to identify and integrate new data sources into existing reporting structures.
  • Collaborate with U.S. sales management to define data requirements and deliver solutions that support proactive sales engagement and responsive business decision-making.
  • Provide guidance to internal associates, particularly in the interpretation and use of sales data.
  • Identify and implement process improvements to enhance efficiency in data acquisition, vendor engagement, and downstream reporting.
  • Prepare and deliver concise presentations to senior management, summarizing key findings, issues, and recommendations.
  • Demonstrate proactive communication and problem-solving to quickly identify, escalate, and resolve issues impacting service or data quality.

Qualifications

  • Minimum of 5 years of experience in asset management data operations or related fields, including at least 3 years in a leadership or supervisory role.
  • Demonstrated success in managing external service providers, including escalation to senior leadership when necessary.
  • Strong understanding of trading systems, intermediary distribution and managed account platforms, shareholder accounting, and operational transaction systems.
  • Demonstrated knowledge of data management practices, stewardship, and relational database principles.
  • Proven ability to analyze large data sets, perform reallocations, and deliver actionable business insights.
  • Strong business acumen with direct experience in mutual fund operations.
  • Excellent organizational, written, and oral communication skills, with the ability to present findings clearly to senior leadership.
  • Skilled in setting goals, coaching teams, and aligning work with organizational objectives.
  • Ability to manage multiple projects concurrently while maintaining a high level of attention to detail.
  • Commitment to discretion and confidentiality in all client and business interactions.
  • This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.

    Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status, or any other characteristic protected by law.

    [job_alerts.create_a_job]

    Operation Manager • Milwaukee, WI, US

    [internal_linking.related_jobs]
    Territory Manager - Outside Sales

    Territory Manager - Outside Sales

    Gpac • Germantown, Wisconsin, United States
    [job_card.full_time]
    [filters_job_card.quick_apply]
    OUTSIDE SALES REPRESENTATIVE .JOB DUTIES AND RESPONSIBILITIES : .Primary job duties and responsibilities include, but are not limited to, the following : . Promote, sell, and secure new accounts.Fa...[show_more]
    [last_updated.last_updated_variable_days]
    PMA Sales Representative

    PMA Sales Representative

    Johnson Controls • Menomonee Falls, WI, US
    [job_card.full_time]
    Build your best future with the Johnson Controls team.As a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, place...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Travel Nurse RN - Case Manager - $2,299 per week in Menomonee Falls, WI

    Travel Nurse RN - Case Manager - $2,299 per week in Menomonee Falls, WI

    TravelNurseSource • Menomonee Falls, WI, US
    [job_card.full_time]
    TravelNurseSource is working with talent4health to find a qualified Case Manager RN in Menomonee Falls, Wisconsin, 53051!. Coordinates patient care, ensuring the proper utilization of resources and ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sales Manager (Remote)

    Sales Manager (Remote)

    Scale AI • Milwaukee, Wisconsin, United States
    [filters.remote]
    [job_card.full_time]
    Join a global community of talented professionals to shape the future of AI.Earn up to $15 USD / hr and additional rewards based on quality of submission. Outlier is committed to improving the intelli...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Provider & Vendor Operations Manager

    Provider & Vendor Operations Manager

    Network Health • Brookfield, WI, United States
    [job_card.full_time]
    Network Health's success is rooted in its mission to create healthy and strong Wisconsin communities.Network Health is seeking a Provider & Vendor Operations Manager. This position is responsible fo...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Territory Sales Manager-Industrial Sales

    Territory Sales Manager-Industrial Sales

    Amtraco • Milwaukee, WI, US
    [job_card.full_time]
    The era of the modern Sales Representative is upon us; post COVID, reliance on email, websites and virtual meetings has created an opportunity for real Hunters. Now more than ever EPSI is seeking go...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel CVOR Tech - $1,762 to $1,953 per week in Pleasant Prairie, WI

    Travel CVOR Tech - $1,762 to $1,953 per week in Pleasant Prairie, WI

    AlliedTravelCareers • Pleasant Prairie, WI, US
    [job_card.full_time]
    AlliedTravelCareers is working with LRS Healthcare to find a qualified CVOR Tech in Pleasant Prairie, Wisconsin, 53158!.Ready to start your next travel adventure? LRS Healthcare offers a full benef...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Manager, Business Development, Cell & Gene Therapies

    Senior Manager, Business Development, Cell & Gene Therapies

    Fresenius Kabi USA, LLC • Pleasant Prairie, WI, United States
    [job_card.full_time]
    The Senior Manager, Business Development, will play a critical role in driving global sales and business development strategy for our cutting-edge Cell and Gene Therapies (CGT) Technologies divisio...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Restaurant Manager

    Restaurant Manager

    Cheddar''s Scratch Kitchen • Pleasant Prairie, WI, US
    [job_card.full_time]
    For this position, pay will be variable by location - See additional job details and benefits below.What makes Cheddar's a great place to work? A leader who inspires their team! As a Cheddar...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Home Health Case Manager (RN) - Sheboygan & Ozaukee Counties

    Home Health Case Manager (RN) - Sheboygan & Ozaukee Counties

    Preceptor Home Health & Hospice • Cedarburg, WI, United States
    [job_card.full_time]
    Sheboygan and Ozaukee Counties.At Preceptor Home Health and Hospice, we embrace an atmosphere of caring, belonging, and trust. You will enjoy meaningful connections that come from this culture, incl...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Territory Manager (Various Locations)

    Territory Manager (Various Locations)

    AA Anderson & CO INC • Brookfield, WI, US
    [job_card.full_time]
    Anderson Process is always looking for a talented.Sales Manager, is directly responsible for generating sales revenue in an assigned, geographic sales territory. Anderson Process currently has terri...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Broker Commissions Analyst

    Broker Commissions Analyst

    SKYGEN • Menomonee Falls, WI, United States
    [job_card.full_time]
    Important things YOU should know : .Schedule : Monday - Friday - 8 : 00am - 4 : 30pm CST with the potential to flex schedule. Will have the opportunity to manage all activities and analytics associated wit...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Senior Design Manager, NA

    Senior Design Manager, NA

    Vantage Data Centers • Port Washington, WI, United States
    [job_card.full_time]
    Vantage Data Centers powers, cools, protects and connects the technology of the world's well-known hyperscalers, cloud providers and large enterprises. Developing and operating across North America,...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sales Operations & Project Management Coordinator

    Sales Operations & Project Management Coordinator

    Healthfuse • Milwaukee, WI, US
    [job_card.full_time]
    Healthfuse is a financial services and technology company that serves hospitals and health systems nationwide.We help healthcare executives protect and strengthen their bottom-line so they can focu...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Field Sales Manager

    Field Sales Manager

    Bath Concepts Independent Dealers • Milwaukee, WI, US
    [job_card.full_time]
    Experienced Canvassing Manager.Empire Home Remodeling – Milwaukee, WI.Empire Home Remodeling is built on a foundation of integrity, craftsmanship, and white-glove service.We’re expandin...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Store Manager

    Store Manager

    GUESS?, Inc. • Pleasant Prairie, WI, US
    [job_card.full_time]
    Pleasant Prairie Premium Outlets.The Store Manager is accountable for sales performance, focusing on growth and profitability, customer satisfaction, merchandising standards, store operations, and ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Senior Manager Business Development (Remote)

    Senior Manager Business Development (Remote)

    Leonardo DRS • Menomonee Falls, WI, United States
    [filters.remote]
    [job_card.full_time]
    The Leonardo DRS Naval Power Systems business is a trusted provider of innovative naval gas and hybrid power systems, control technology and support solutions for the U. Navy and navies around the w...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales / Operations Manager

    Sales / Operations Manager

    Catholic Funeral & Cemetery Services • Milwaukee, WI, US
    [job_card.full_time]
    Are you seeking a meaningful leadership position serving families and the community?.Are you a leader with a coaching mindset who enjoys developing people towards success?.If you answered yes, then...[show_more]
    [last_updated.last_updated_30] • [promoted]