Are you someone who can:
Key Responsibilities
Sales Growth and Distribution Leadership
Leads and manages team of Channel Managers.
Drives achievement of API and AUM targets at the national level.
Responsible for tracking, influencing, and enhancing the entire sales activity value chain.
Translates business strategies into actionable growth plans, through:
Clear Key Performance Indicators (KPIs)
Measurable success criteria
Identifies and converts cross-sell and upsell opportunities across investment and life insurance product lines.
Improves sales efficiency by:
Analyzing activity patterns
Optimizing productivity levers
Implementing performance-enhancing initiatives
Plans, executes, and measures regional business development campaigns.
Ensures all associated risks are identified and effectively mitigated.
Service Culture and Advisor Experience
Establishes a culture of service excellence, prioritising relationship building, innovation, and advisor empowerment.
Focuses on deepening long-term, trust-based relationships with advisors to strengthen distribution channels and increase market share.
Translates advisor needs into actionable service solutions aligned with organisational values, service standards, and customer journey frameworks.
Ensures the technical accuracy and relevance of product knowledge, advice support, and solution design.
Oversees the resolution of advisor and client escalations, ensuring timely and effective outcomes.
Leverages insights gained from escalations to proactively drive service enhancements.
Supports continuous improvement by collecting, analysing, and acting on advisor feedback to refine service and engagement models.
Portfolio Management and Business Development
Manages internal client portfolios as a core responsibility.
Generates and develops strategic leads to support business growth.
Assists advisors in converting revenue-generating opportunities.
Collaborates with product houses and business units to uncover new revenue streams and increase product penetration.
Encourages the use of digital, self-service, and platform-based tools to improve advisor efficiency and reduce operational costs.
Risk, Governance, and Compliance
Operational compliance is a critical responsibility, ensuring strict adherence to all legislative, regulatory, audit, and company policies relevant to the financial advice environment.
Maintains up-to-date knowledge of applicable legislation, compliance standards, and industry best practices.
Embeds governance and quality assurance standards across all Channel Manager and BDM activities.
Participates in risk forums and contributes to proactive risk mitigation strategies.
Conducts ongoing monitoring of business processes to ensure alignment with quality, governance, and customer journey requirements.
Process and Operational Excellence
Responsible for aligning and implementing end-to-end processes that support efficient advisor journeys and eliminate friction points.
Utilises technology, data insights, and platform innovation to streamline processes and improve operational efficiency.
Regularly reviews and refines existing processes to reduce redundancy and maximise value creation.
Leverages advisor feedback and performance reports to drive continuous improvement throughout the organisation.
Strategic Input and Execution
Shapes the tactical direction of the distribution business by aligning operational plans with strategic growth objectives, ensuring cohesive execution across the network.
Develops and implements initiatives aimed at improving sales, service standards, and the advisor experience to maintain the business's competitiveness and responsiveness to market changes.
Engages regularly with advisors and stakeholders to tailor product integration strategies and wealth solutions that address their specific needs.
Supports the ongoing success of the distribution business through proactive adaptation and stakeholder collaboration.
People Leadership and Capability Development
Leads and nurtures a team of Channel Managers, ensuring they effectively support BDMs in uplifting advisor performance.
Identifies skills and competency gaps within the team, implementing targeted development programmes and providing on-the-job coaching.
Requires all team members to create, execute, and review personal development plans.
Supports talent management, succession planning, and career pathing in accordance with organisational and legislative requirements.
Fosters an inclusive, collaborative, and high-performance culture that underpins transformation objectives.
Champions teamwork, knowledge sharing, and diversity of thought across the distribution network.
Core Key Performance Indicators (KPIs)
API Growth
AUM Growth
Advisor activity uplift and productivity
Sales efficiency metrics
Quality of advisor support and service experience
Campaign performance and conversion rates
Risk and governance adherence
Employee engagement and team capability development
Adoption of digital and platform tools
Qualifications
Bachelor of Business Administration or equivalent degree.
Investment and insurance experience is an advantage
End Date: March 10, 2026