Financial Leadership Specialist
3 days ago
As a seasoned professional in the field of wealth management, we are seeking an exceptional individual to fill the role of National Manager: Wealth Advisory. Reporting directly to our senior leadership team, this key position will be responsible for driving the growth and development of our wealth advisory services.
The successful candidate will have a proven track record of managing high-performing teams, developing and implementing business strategies, and fostering strong relationships with internal and external stakeholders. They will be passionate about delivering exceptional client experiences and dedicated to upholding our company's values and standards.
About the Role:
- Assist in setting the strategic direction for and managing the team of Wealth Managers.
- Develop the Wealth Advisory value proposition for the attraction of new Wealth Managers.
- Recruit, manage, and motivate Wealth Managers according to company procedures, policy and PPS Internal Distribution strategic objectives.
Key Responsibilities:
- Manage and grow the Wealth Manager team
- Develop and implement business strategies
- Foster strong relationships with internal and external stakeholders
Requirements:
- Candidate must have at least 10 years' experience in a sales and distribution related role within financial services or similar background preferred.
- Proven track record in people management and leading and directing a sales and distribution team of professionals.
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