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Manager - Channel Development and Enablement
1 month ago
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- Job by industries
Education:
- Related tertiary qualification(s) essential
- CFP and/or investments related honours degree an advantage
- RE5
Experience:
- 6 years’ business development or sales experience within Financial Services
- Experience in Insurance product sales or advice as well as the investment / asset management industry
- Discretionary Fund Manager’s and/or multi management experience would be advantageous
- 5+ years’ experience managing people
- Proven track record in people management and leading a sales team
- Proven track record in achieving sales targets
- The establishment of a good network and collaborative relationships with the broker space to support the achievement of sales targets
- Experience in design, research and written thought leadership strategies.
Duties and Responsibilities
Thought Leadership
- Provide strategic insight by continually researching global trends around methodology, solutions, pricing, value proposition, segmentation and service strategies.
- Optimization of member outcomes by understanding trends and changes in the financial planning market
- Detailed understanding and in-depth knowledge of Tax, legislation, product and advice to tailor client outcomes which are then embedded into best practice and frameworks
- This role will enable new client acquisition and existing client cross sell
- Research on global trends and changes within the financial services capability to ensure PPS A&D remains relevant and cutting edge
- Provide Product developments and enhancements by collaboration with product houses based on emerging globally trends
- Define and implement an approach across all practice areas, integrating the full range of services, showcasing the knowledge and expertise.
- Contribute to setting the direction and strategy through Thought Leadership
- Engage in discussions with industry stakeholders
- Develop and implement a simple, high-impact manner of communicating Thought-Leadership outputs (internally and externally)
- A key member of the Advice Council within A&D to approve and implement in conjunction with Distribution Heads and Best Practice
Commercial management
- Develop strategies/initiatives to unlock sales opportunities within and across all channels
- Manage a budget and expenditure and logistics of a decentralized office
- Accountable to deliver annual Investment profitability through the channels and in conjunction with Heads of Channels and Senior Management, partnering with PPSI to enable these outcomes.
- Support projects and campaigns, with the ability to deliver presentations within regions on at least a quarterly basis, including both roadshows and smaller events
- Work with the Positioning and Intelligence PPSI heads, A&D Head of Channel Development and Enablement and the A&D Exco, to ensure that the distribution & engagement process, including CRM activity, data analysis and intermediary positioning information is in line with the annual and quarterly plan for the Investment Specialists, Broker Consultants.
Stakeholder management
- Manage a team of Investment Specialists, towards a specific target in terms of both activity and flows within the Internal Distribution and Wealth Advisory business.
- External Distribution focus is to actively engage with, and build long-term strong relationships with key business partners, associations, stakeholders, intermediaries including high net worth intermediaries to achieve objectives
- Quarterly training and development of the External Distribution Broker Consultants and Investment Specialists in order to support their Broker Consultants, Investment Specialists and support staff.
People and Culture
- Lead, motivate and drive performance of the teams including internal and external stakeholders
- Ensure a positive team culture by optimizing staff engagement levels and team effectiveness
- Hire, develop and manage people in alignment with company objectives, values and culture
- Design, implement and monitor corrective action to address shortcomings in achieving sales objectives
- Research / Data Analysis jobs