Three years of business experience required; Federated experience preferred
Experience working with relational databases required
Proficiency in Microsoft Office including Word, Excel, Access, Visio and MS project required
Experience in the mutual fund or financial services industry preferred
Establish and manage the Sales Structure in Federated’s sales reporting system (MARS), which includes the management of Division, Department, Region and Manager data at each level of the sales hierarchy
Establish and manage the Channel Association for each sales channel
Identify, establish and manage territory data within each sales channel
Identify, establish and maintain geographical and other sales-defined boundaries associated with each channel/territory
Manage territory-related assignment disputes or inquiries by analyzing the change request, evaluating the impact, and consulting with Sales Management in order to effectively disposition the dispute or inquiry
Manage and execute changes for sales channel and territory realignments; partner with Sales Management, Sales Administration and Decision Support to plan timelines, assess impacts and identify associated tasks to deliver the desired results within prescribed timeframes
Manage manual and automated processes for cleansing data to ensure data accuracy, conduct analysis of sales territory data and work closely with Sales Management, Sales Administration and Decision Support to align and define sales boundaries
Identify and implement solutions to continuously improve CRM data quality
Coordinate projects as assigned and complete follow-up analysis and documentation as required
Support strategic CRM/Sales initiatives with requirements gathering, research, analysis and project execution
Assist with the creation of project and business requirement documents to support technology and business process changes
Identify and recommend business process improvements and system enhancements to advance operational efficiencies
Identify system issues, test and confirm the design and accuracy of new and/or remediated functionality. Partner with the vendors and BISD on defining required system enhancements or fixes
Define and implement testing strategies relevant to the Territory Management functions to support MARS and TotalClient interim or major releases, including designing and executing test plans, documenting test results and triaging issues in partnership with the vendors and BISD
Effectively represent business unit and its clients in meetings with internal departments (Investor Services, Sales, Legal, Decision Support, Internal Sales, Sales, etc.) and Federated’s vendors (DST, SSB, DTCC, SalesFocus, SalesPage and others, as necessary) to resolve administrative and operational issues affecting client relationships.
Provide technical or business guidance in a consultative role to our sales and sales support internal clients regarding questions and issues related to MARS and TotalClient data.
8:30 a.m. - 5:00 p.m. (overtime as required)
Warrendale location – Warrendale, PA 15086
Demonstrate solid decision-making, problem solving and analytical skills with particular attention given to detail and accuracy
Strong written and oral communications skills
Excellent time management skills with ability to handle multiple projects/priorities simultaneously
Flexibility to work independently and as a member of a team
Federated Investors, Inc. offers a competitive salary and benefits package along with a professional environment.
Only those candidates in whom we have an interest will be contacted.
Internal Number: 7755
About Federated Investors, Inc.
Since 1955, millions of investors in the United States and around the globe have relied on Federated Investors, Inc. (NYSE: FII) for world-class investment management. Federated has grown to become one of the nation's largest investment managers with $500 billion in assets under management.
Federated has honed its disciplined investment process over a half-century to deliver style-consistent investment products, including 123 domestic and international equity, fixed-income and money market funds, as well as a variety of separately managed accounts. Federated's diversified product line is distributed through more than 8,400 financial intermediaries and institutions who assist investors in meeting their unique objectives. For additional information about Federated Investors visit FederatedInvestors.com.