Description:
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Execute a growth strategy across independent financial advisers, private wealth , and family office channels. -
Identify and capitalize on distribution opportunities within both established and emerging advisory networks. -
Drive FUM (Funds Under Management) growth through acquiring new relationships and enhancing existing ones. -
Develop and implement innovative distribution initiatives to promote firm's offerings. -
Secure new relationships with advisory firms aligned with the firm's investment philosophy. -
Engage strategically with key advisory firms and wealth platforms to accelerate FUM flows. -
Collaborate with the investment team to clearly communicate the firm's competitive advantages. -
Develop strong business cases for platform inclusion and access to APLs (Approved Product Lists). -
Build relationships with gatekeepers and research houses to open new distribution channels. -
Foster engagement through targeted events and thought leadership initiatives.
Requirements:
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Proven experience in funds management distribution with a strong track record of driving significant FUM growth. -
Established relationships with advisers, dealer groups, and private wealth firms . -
Strong technical understanding of managed funds, SMAs (Separately Managed Accounts) , and platforms. -
Ability to engage credibly on topics such as portfolio construction and asset allocation . -
Demonstrated success in generating opportunities and converting them into meaningful business. -
Strong commercial acumen with a growth-focused mindset.
Conditions:
The candidate will have the opportunity to play a key role in driving the firm's growth across the Adviser and High Net-Worth segments, working with a dynamic and respected team. The role offers the chance to leverage existing industry relationships, build new partnerships, and contribute to the firm's ongoing success by driving significant FUM growth. The candidate will also have access to a competitive rewards package and the opportunity to work with a highly reputable boutique firm known for its distinct investment approach and client-centric values.
7 Mar 2025;
from:
michaelpage.com.au