Austin Lewis, MBA

Inquirer
DISC Type : cd

Director of Client Experience at Olmstead Associates

Littleton, Colorado, United States

Overview

Austin is a data-driven analytics leader with over 16 years of experience in asset management, currently serving as Director of Client Experience at Olmstead Associates. Holding a dual MBA from the University of Colorado, he specializes in transforming distribution intelligence, sales organizations, and segmentation efforts. Colleagues have described him as a remarkable and self-managing professional.

He is a published author on his companys blog, writing on topics such as distribution intelligence, client segmentation, and data architecture in the asset management industry.

Personality Overview

Demanding

Judgemental

Hard To Convince

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They can be nudged to make faster decisions by offering what they value. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Distribution Intelligence
He focuses on helping clients transform their Distribution Intelligence programs and has authored articles on the topic for his firm.
Data Integration
He believes the core issue for asset managers is not a data shortage but a data integration problem, a key to optimizing distribution strategies.
Strategic Selling
He has written about client segmentation as a strategic journey, indicating a focus on sophisticated, long-term sales approaches rather than simple tactics.

Media Appearances

Austin Lewis – Staff Profile at Olmstead Associates. Featured in Olmstead Associates (official website)

See Now

Austin Lewis – Author Page (Olmstead Insights). Featured in Olmstead Associates (official website)

See Now

Work History

4-2025
Director of Client Experience at Olmstead Associates
2-2023 - 4-2025
Manager of Client Experience at Olmstead Associates
2-2018 - 10-2022
Director, Business Intelligence, Distribution Analytics and Enablement at Janus Henderson Investors U.S.
3-2014 - 2-2018
Global Distribution Business Intelligence Manager at Janus Henderson Investors U.S.
3-2012 - 3-2014
CRM Support Manager at Janus Henderson Investors U.S.

Education

2011 - 2014
MBA from University of Colorado Denver
2000 - 2004
Bachelor of Science - BS from Pepperdine University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Littleton, Colorado, United States Job Level : Mid-senior Designation : Director of Client Experience at Olmstead Associates
URL has been copied!

Insights For Selling To Austin

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Be crisp while making the pitch
  • Refer to testimonials from others in similar positions

DONT's

  • Refrain from asking too many questions
  • Don’t expect them to change their mind quickly if they say no once
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Austin is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Austin

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Austin move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Austin take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Austin

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.