Head of Distribution Data and Client Reporting Technology

Where you’ll fit in & what our team goals are…

At Columbia Threadneedle Investments, we’re redefining asset management with innovative technology that drives smarter, more agile solutions for our clients. By leveraging cutting-edge cloud technologies and SaaS platforms, we’re transforming how we deliver client insights, fund performance, and digital engagement. If you’re a visionary leader ready to shape the future of technology in asset management, this is your opportunity to make a real impact.

We’re seeking a dynamic Head of Distribution Data and Client Reporting Technology to lead our global strategy and technology transformation. This role will focus on enhancing client reporting, distribution, and performance attribution capabilities across our global teams. You will drive cloud-based innovations (e.g., AWS, Snowflake) and SaaS solutions to create scalable, efficient, and impactful data platforms that improve how we deliver insights to our distribution, sales, and client servicing teams. From fund performance to ESG data and digital engagement, you will lead the charge in optimizing data access and reporting, ensuring we remain at the cutting edge.

This is your chance to influence the future of how we serve clients, drive business growth, and empower our teams with the best-in-class data solutions.

How you'll spend your time...

• Lead Global Tech Strategy: Own the global technology strategy for distribution data and client reporting, driving innovation in cloud architectures (e.g., AWS, Snowflake) and SaaS to deliver real-time, actionable insights across EMEA, North America, and India.    

• Transform Client Reporting: Revolutionize how we deliver client reports—automating, streamlining, and enhancing reporting with cloud-native tools and SaaS platforms to provide clients with dynamic, insightful, and transparent reports.

• Fund Performance & Attribution: Own the evolution of fund performance and attribution data platforms, ensuring accuracy and accessibility to drive smarter investment decisions and client insights.

• ESG Data Integration: Spearhead the integration of ESG data into performance reporting systems, ensuring it’s a seamless and valuable part of our client-facing reporting.

• Sales & Digital Engagement: Lead the development of sales and digital engagement data platforms, enabling teams to track and analyze client interactions, sales performance, and digital engagement for improved client relationships and sales strategies.

• Cloud & SaaS Innovation: Leverage cloud-first solutions (e.g., AWS, Snowflake) and SaaS to build scalable, efficient data platforms that empower teams with the right insights at the right time, transforming the client servicing experience.

• Cross-Regional Leadership: Manage and align teams across EMEA, North America, and India, ensuring a consistent technology strategy and approach that supports business objectives globally.

• Mentor & Develop Teams: Lead and develop a high-performance team of data and technology professionals, fostering innovation, collaboration, and excellence across all regions.

• Strategic Influence: Use data and technology to drive strategic decisions around sales enablement, distribution optimization, and client service innovation.

To be successful in this role you will have...

• Asset Management Expertise: Proven experience in asset management, especially in distribution, sales, marketing, and client servicing data applications.

• Cloud & SaaS Knowledge: Hands-on experience with modern cloud architectures (e.g., AWS, Snowflake) and SaaS technologies, with a deep understanding of how they can be leveraged to create high-performance data solutions.

• Fund Performance & ESG Data: Strong understanding of fund performance, attribution, and ESG data, with experience integrating these insights into client-facing platforms and reporting.

• Leadership & Collaboration: Ability to lead and inspire global teams, driving alignment and collaboration across regions while ensuring business goals are met.

• Data Governance & Compliance: Understanding of data governance, GDPR, and security principles in cloud environments to ensure the integrity and privacy of our data.

• Strategic Vision: A forward-thinking leader with the ability to adopt emerging technologies and drive innovation in distribution, client reporting, and performance attribution.

• Strategic Influence: Use advanced data analytics, AI, and ML to drive strategic decisions, from sales enablement to client reporting, enhancing how we meet client needs and improve operational efficiency. 

• Communication Skills: Exceptional communication and influencing skills, capable of explaining complex technical concepts to senior stakeholders and cross-functional teams.

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

 

Full-Time/Part-Time

Full time

Worker Sub Type

Permanent

Job Family Group

Technology