Manager - Channel Development and Enablement

at  PPS Recruitment

JOB ADVERT SUMMARY

The PPS Advice and Distribution business is looking for an individual to hold a portfolio of three key functions.

• Thought Leadership through critical thinking, solution development and bespoke design for all channels.
• Strategic direction to all External Distribution teams on Investments, including delivery of packaged thought leadership solutions for Brokers and IFA’s.
• Building investment capability within Internal Distribution through engagements, training, practice management and delivery of target-based outcomes to meet business stretch goals.
• Supporting the Wealth Advisory business with delivery of bespoke advice capability and thought leadership to enable penetration of new markets and HNW segments with business outcomes of increasing Gross Flows and Assets under Advice.

The focus of this job is to design strategies for the different channels, oversee implementation through Investment Specialists, Broker Consultants and internal Financial Advisors and Wealth Managers. Building relationships at all levels of A&D to drive business growth, results driven outcomes and equipping channels with strategies and tools to take to market.
The work involves driving toward results by enrolling the commitment and buy-in of others. While the job requires strong initiative and self-direction, results are only achieved with and through people.

EDUCATION:

• Related tertiary qualification(s) essential
• CFP and/or investments related honours degree an advantage
• RE5

SYSTEMS KNOWLEDGE:

• MS Office – specifically a good understanding of both PowerPoint and Excel
• CRM experience

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.