Head: Distribution

7 months ago


Centurion, South Africa Momentum Investments Full time

**Introduction**Role Purpose**

Lead and drive the development and execution of a comprehensive distribution, marketing, and sales strategy for our Discretionary Fund Manager (DFM) business. This includes fostering key relationships with distribution channels, financial advisers, and asset managers while ensuring the effective promotion of our business offerings. The role is dedicated to implementing sales and growth strategies, creating brand awareness, and representing our business at client, industry, and asset manager events, ultimately contributing to the success and expansion of our DFM business.

**Requirements**:

- Bachelor’s degree in finance or investments
- CFP, CFA Level 1 or equivalent
- 5 - 7 years’ experience in the investment industry preferably in a distribution environment.

**Duties & Responsibilities**
- Align with Equilibrium's purpose and strategy to ensure the distribution team is in sync with Equilibrium's purpose and strategy.
- Support sales target achievement by enabling the Head of Equilibrium to meet sales targets through the distribution team.
- Enhance DFM and investment consulting proposition by strengthening the value proposition of the DFM and Investment Consulting on various LISP platforms.
- Lead the distribution team to empower sales channels by equipping them with the necessary knowledge and skills to effectively promote our capabilities.
- Strategically elevate Equilibrium's market presence using both traditional and innovative methods.
- Implement and execute the distribution strategy to boost net flows into Equilibrium.
- Support and enable the various distribution channels to boost Equilibrium's market presence, support sales targets, and effectively promote our financial solutions.
- Support financial advisers by creating tailored content, analyzing data to reinforce investment messages, and facilitating their transition into portfolios.
- Drive innovation and growth by generating creative solutions for business challenges and exploring unique techniques to boost transition rates into model portfolios while identifying growth opportunities.
- In partnership with marketing, ensure impactful events and campaigns to enhance Equilibrium's brand presence and asset growth.
- Represent Equilibrium by participating as a company representative in conferences, investment panels, asset management, and industry events.
- Strengthen DFM business through thorough competitor analysis and leverage trend analysis insights to drive asset transitions into Equilibrium solutions.

**Competencies**
- Strategic Thinking
- Sales Acumen
- Stakeholder Engagement & Relationship Building
- Effective Communication
- Sales Enablement



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